When scarcity meets electrification: Why critical resources are becoming strategic assets
by Tal Lomnitzer, CFA, Senior Investment Manager, Janus Henderson As electricity demand accelerates, investors are increasingly focused on…
The next AI bottleneck: Power, permits and public support
by Phoebe Lei, Responsible Investment & Governance Analyst & Hamish Chamberlayne, CFA, Head of Global Sustainable Equities, Portfolio…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Helping clients build retirement wellness in a longer-life era
Wealth Strategist Ben Rizzuto discusses why today’s advisors must take a more holistic approach to retirement planning that involves non-financial considerations – especially as clients prepare to spend more time in retirement.
Taking the punchbowl away from the party
by Richard Bernstein, Global Head of Macro & Customized Investing, Janus Henderson The U.S. economy remains stronger than many investors…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Why ex-U.S. equities may be fertile ground for factor investing
As investors reassess opportunities across global equity markets, Portfolio Managers Benjamin Wang and Zoey Zhu explore the characteristics that may make developed markets outside the U.S. a compelling environment for a disciplined multi-factor approach.
Why storytelling is an advisor’s most powerful communication tool
Monika Mikiciuk, Director, Practice Management Consultant, discusses how advisors can use stories to transform abstract financial concepts into experiences clients can understand and remember.
From accumulation to decumulation: Why participant education must evolve
While the retirement industry has largely solved for accumulation, there is much work to be done in helping plan participants navigate decumulation. Joey Madigan, Senior Associate Director, Insurance & Retirement Group, discusses why education is crucial to this effort.
International equities: From value trap to value creation?
After years of lagging the US, international equity markets are showing signs of a structural shift. Corporate reforms, improving capital allocation and rising returns on equity could support higher valuations and create attractive opportunities for investors as profitability improves across key global markets, outlines Portfolio Manager Faizan Baig and Client Portfolio Manager Callum Rushforth.
Could annuities help clients live longer?
Wealth Strategist Ben Rizzuto discusses findings from a recent research paper that raises an intriguing possibility: In addition to insuring against longevity risk, annuities may actually help support longevity itself.
How advisor teams can turn AI into a competitive advantage
Bryan Powell, Executive Director, Practice Management Consultant, discusses how successful advisory teams are using AI to improve the quality of their thinking, strengthen collaboration across the team, and challenge assumptions before important decisions ever reach a client.
Midcaps: Finding diversified growth in an AI-dominated market
Portfolio Managers Brian Demain and Cody Wheaton explain why artificial intelligence (AI) dominance in equity markets makes diversification even more valuable and where they're finding growth beyond AI in midcaps.
Investor Survey: What female clients want advisors to know about AI
by Marquette Payton, CRPS®, CDFA®, Director, Practice Management Consultant, Janus Hnderson New Janus Henderson research suggests that when…
There’s more to growth than AI
by Richard Bernstein, Richard Bernstein Advisors, Janus Henderson For many of the past several years, investor enthusiasm has…
Tokenisation: Why blockchain rails could redefine the future of finance
by Patrik Björklund, CFA, Innovation Strategist, Janus Henderson Innovation Strategist Patrik Björklund examines why tokenisation may be nearing an inflection…
Women and retirement: Planning with confidence
Women continue to face unique financial challenges, including longer life expectancies, caregiving responsibilities, and lower lifetime earnings. In conjunction with Women's Retirement Security Day, Marquette Payton outlines practical steps women can take to help strengthen their retirement readiness and long-term financial security.