article by Janus Henderson Investors
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Implications for Equity Investing at Historic Valuations
In the post-COVID landscape, EM local bonds can play an important role in portfolios as a potential income-generating growth asset.
It may align with your goals to consider companies run by their founders.
The cryptocurrency shares some similarities with gold but be aware of the risks.
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.
A low but rising interest rate environment can be challenging for bonds, but, fortunately, it may benefit higher-yielding bonds.
Frequently asked questions about special purpose acquisition companies.
We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.
Despite the large divergence in stock performace year-to-date, we have a balanced view between growth and value stocks.
Now could be the time to reassess your plan's capital preservation options and consider stable value.
Valuation gaps appear extreme, and we are seeing opportunities in stocks that have been left behind in the momentum-driven rally.