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      article by Northern Trust Asset Management

      How the US Debt Ceiling Crisis May Impact Markets and the Economy

      May 26, 2023
      article by Principal

      European equities: A resurgent diversifier

      May 25, 2023
      article by Principal

      Navigating market risks and opportunities ahead of a recession

      May 17, 2023
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: A home for real estate in multi-asset portfolios

      Sep 28, 2023
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Yields surge as new regime plays out

      Sep 28, 2023
      article by T. Rowe Price
      This piece is approved to use with clients.

      Global Markets Weekly Update: September 22, 2023

      Sep 28, 2023
      video by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: Shelter prices spur rise in Canadian inflation

      Sep 27, 2023
      video by Northern Trust Asset Management

      MarketScape: Equities May Stumble over Rising U.S. Earnings Expectations

      Sep 27, 2023
      article by Northern Trust Asset Management

      What's the Market Missing? Special Edition - The Next Ten Years: What Investors Can Expect

      Sep 27, 2023
      article by Northern Trust Asset Management

      Investment Perspective: Taking the Under

      Sep 27, 2023
      article by Northern Trust Asset Management

      What the S&P 500 Index Rebalance Means for Investors and Index Managers

      Sep 27, 2023
      article by Northern Trust Asset Management

      Central Banks in US, England and Japan Hold Rates, US Government Shutdown Looms

      Sep 27, 2023
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      Market Outlooks

      The value of small caps for the road ahead

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.

      May 08, 2023
      Fixed Income Insights

      Research in Action: Banks cash in on rising rates

      audio by Janus Henderson Investors
      This piece is approved to use with clients.

      Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.

      Mar 13, 2023
      Fixed Income Insights

      US core fixed income: Better positioned going into 2023?

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.

      Jan 04, 2023
      Investing Ideas

      The forecasters were right

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Just how good an indicator of future performance are earnings predictions? Portfolio Manager Aneet Chachra considers the historical value of forecasts, and questions whether investors can use them to help guide their investment decisions, as we look ahead to 2023.

      Jan 04, 2023
      Investing Ideas

      The Fed and CLOs: Well aligned?

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.

      Jan 04, 2023
      Investing Ideas

      Sustainable equity in 2023: a year for reshoring, rebuilding and electrification

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to. 

      Jan 04, 2023
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