PerspectivesPerspectives

Learn about our bottom-up approach to global growth investing, changes we’ve observed over the past 20 years, and where we see opportunities.

Head of Global Equity Mark Baribeau offers his insights on the quarter’s market movements, macroeconomic backdrop, and portfolio performance.

Segalas was a pioneer in growth equity investing and built one of the industry's longest growth equity track records.

Growth stocks are not homogeneous. Learn how the differences among growth companies can drive performance through market cycles.

Should investors rely on consensus estimates for future company earnings growth? See the results of our analysis.

Current market conditions may be setting up a potential run of long-term outperformance for small-cap stocks.

The emerging markets fintech industry offers exposure to secular growth, but each country is regulated differently, requiring local knowledge to navigate risks.

Rising tech-enablement, research breakthroughs, and focus on better patient outcomes are reshaping healthcare.

A new class of diabetes drugs is showing promising results in the fight against obesity.

Advancements throughout healthcare, from new therapeutics to improved monitoring and delivery methods, are creating a broad set of investment opportunities.

At the conclusion of the National Congress, signs emerged that Chinese policies will continue to restrict the private sector.

Change is coming to the healthcare sector, as technology breakthroughs create new possibilities and patients seek better outcomes at a lower cost.

Like the railroads and highways that transformed transportation in past centuries, the infrastructure needs of the energy transition are expected to be massive.

SaaS companies are using a new business model to sell their software, but the accounting treatment that accompanied this change may mask their profitability.

We believe investors today often miss the real profitability of SaaS companies.

Growth stocks—especially in technology—have de-rated thus far in 2022, due to rising market uncertainty and concern about future demand.

Markets have changed dramatically for Growth equity investors. Explore these changes and potential opportunities in our interactive infographic.

Despite rising uncertainty and market volatility, many luxury companies have reported strong results this past year. We explain why demand has stayed strong.

The transition from traditional energy sources to renewables is expected to create a broad set of opportunities that go far beyond energy and transportation.

Uncertainty is the dominant theme in the market today. What will restore confidence, and where can investors find attractive growth over the long term?

Nick Rubinstein looks beyond the recent selloff in tech stocks and focuses on the high priority investments corporations are making in digital transformation.

Nick Rubinstein explains why COVID-19 simply accelerated the digital transformation of the economy and led corporations to prioritize investments in technology.

In small cap, the concentrated risk in pure value and growth approaches has historically led to more divergent outcomes.

Electric vehicles promise to fundamentally change the relationship between the driver and the car and revolutionize the industry’s 100-year old business model.

Rebecca Irwin explains why premium luxury brands have been top sellers despite market volatility, inflation, and geopolitical uncertainty.

The global health care sector is large, complex, and well positioned in today’s economic and market environment.

We believe the clues to longer-term outcomes in the energy sector lie in the market’s supply tightness in place long before Russia’s invasion of Ukraine.

We believe electric vehicles (EVs) are superior to gas-powered cars across the key categories consumers care about—speed, safety, capacity, and convenience.

Owuraka Koney explains how EV companies have transformed the relationship between automaker and consumer and offer the promise of a full self-driving future.

Debra Netschert discusses how COVID-19, cutting-edge technology, and changing patient expectations are driving enormous change in the healthcare industry.

Explore the cycle of structural growth driven by technological innovation and change in this interactive experience.

Erika Klauer focuses on two areas within health care: robotics and drug development that are experiencing technology transformation.

Erika Klauer shares her expectations on the use of the digital wallet and the potential transformation that could lead to enormous growth.

The lines between technology and other parts of the economy are blurring and challenging incumbents and investors to keep up or fall behind

The decision between passive and active investments can make a large difference in emerging market economies, says Albert Kwok, in conversation with Ausbiz.

Secular and Structural Opportunities in Developing Markets

Erika Klauer joined Yahoo Finance Live to talk about what’s boosting investor sentiment, recent market highs, and which companies to look at over the long term.

Leading epidemiologist Dr. Larry Brilliant speaks with Jennison’s health sciences equity portfolio manager and research analyst Debra Netschert

Watch Erika Klauer, technology equity portfolio manager, discuss technology transformations that can drive secular growth opportunities.

Watch Tom Davis, Global Equity Portfolio Manager, discuss how COVID has driven businesses to up their e-commerce game.

Jennison’s emerging markets portfolio managers explain why they believe long duration secular growth companies get the lion’s share of alpha.

Portfolio manager Albert Kwok gives his thoughts on why some investors may be disappointed in their emerging markets equity returns.

Portfolio manager Sara Moreno explains how structural changes in China’s healthcare market offer strong secular growth opportunities.

Hear from Mark Baribeau, Head of Global Equities, as he discusses accelerating trends positioning future market leaders.

Sara Moreno and Albert Kwok examine the growth opportunity in the developing world and they discuss what is different about their investment approach.

Emerging markets are a rising tide that no longer lifts all boats. How do investors tap into these economic powerhouses?

Jennison's Debra Netschert recently spoke with Dr. Larry Brilliant, a world-renowned epidemiologist, about the latest information on COVID-19.

Active strategies that seek to identify and invest in faster-growing companies offer an opportunity to enhance portfolio returns. Jennison explains.

The global economy and the energy sector have suffered two huge shocks recently.

CEO Jeff Becker on Jennison's Response to COVID-19

Can A Dividend Approach Bolster Income And Lower Volatility?

Offering clients a half century of investment excellence fostered by a culture of client focus, conviction, consistency, and collaboration.

Rebecca Kniesel has joined Jennison Associates as chief marketing officer

With passive and quant strategies moving markets regardless of fundamentals, Jennison is picking up new investment opportunities.

Warren Koontz, Head of Value Equity, outlines opportunities he is finding in this interview with MarketWatch.

Improved corporate structures and better financial foundations have recently translated into better performing stocks after a bumpy few years for investors.

Jennison Insights - Growth Investing and Disruptive Innovation

Jennison Founder and Large Cap Growth Equity portfolio manager, Sig Segalas, awarded Institutional Investor’s Money Manager of the Year Award for 2015.

Highly custom solutions for our clients that use proprietary quantitative tools to complement our traditional, fundamental capabilities.