Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
How wealth advisory teams can use AI to amplify human intelligence
Bryan Powell, Executive Director, Practice Management Consultant, explains how wealth advisory teams can build, govern, and scale AI agents in practical, human-centered ways.
JH Explorer in the Andes: Take my breath away – Inside the Vicuña district, a future engine of global copper supply
During a recent site visit high in the Andes Mountains, Portfolio Manager Tal Lomnitzer discovers one of the world’s most compelling emerging copper districts. What stood out was not only the sheer scale of the Vicuña opportunity, but its potential role in supporting the global shift toward electrification and energy security.
Q&A: Four forces currently shaping equity markets
In this Q&A, Portfolio Managers Jeremiah Buckley and Michael Keough share their perspectives on geopolitical uncertainty, why they remain constructive on earnings growth, where they see inflation settling, and what AI disruption means for software.
Data center power: Why the key risk is under delivery, not overbuild
Filtering energy-generation capacity announcements for artificial intelligence (AI)-related projects reveals that what is likely to come online by 2030 falls well short of headline estimates. Research Analyst Ian McDonald explains.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Chart to Watch: What’s behind the curious path of 10-year Treasury yields?
by Daniel Siluk, Head of Global Short Duration & Liquidity, Portfolio Manager, Janus Henderson Head of Global Short…
Does your balanced fund have these three key essentials?
Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy and highlight trends to watch in equities and fixed income in 2026.
Don’t you (forget about me) – Why real estate deserves a fresh look in 2026
Global real estate continues to recover, with listed REITs delivering positive returns and offering historically attractive valuations despite underperforming broader equity markets. With strong fundamentals, improving property market dynamics, and rising investor demand for diversification, the asset class looks increasingly well positioned for a broader re-rating in 2026.
European defense stocks: The magnitude of Europe’s rearmament remains underappreciated
Heightened geopolitical tensions have refocused attention on increasing military spending globally. Despite a strong start to 2026, markets continue to underestimate the scale and durability of Europe’s defense spending cycle, say Portfolio Managers Christopher O’Malley and Julian McManus.
Systemic risk, where art thou?
Global Head of Asset Allocation Ashwin Alankar points to low levels of systemic risk priced into markets as a potential source of volatility and explains how an increase could result in investors demanding a higher equity risk premium.
Finding attractive entry points into small-cap and quality stocks
Portfolio Managers Benjamin Wang and Zoey Zhu explain how a historic valuation discount in small caps versus large caps combined with quality’s worst performance in 30 years creates a noteworthy setup in 2026.
Equities outlook: Positioning for a transformative era
by Marc Pinto, CFA, Head of Americas Equities, Lucas Klein, Head of EMEA and Asia Pacific Equities, Janus…
Do AAA CLOs still make sense in a declining rate environment?
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe the strategic case for AAA CLOs remains compelling amid Federal Reserve (Fed) rate cuts.