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PerspectivesPerspectives

Viewpoints on market and investment topics from our investment professionals.

The Case for Global Growth Investing
Interview

The Case for Global Growth Investing

By Mark B. Baribeau, CFA — Mar 6, 2023

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

Global Market Update: 4Q 2022
Insights

Global Market Update: 4Q 2022

By Mark B. Baribeau, CFA — Mar 3, 2023

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

Growth Investing Pioneer and Jennison Associates Founder, Spiros ‘Sig’ Segalas, Has Passed Away
Press Release

Growth Investing Pioneer and Jennison Associates Founder, Spiros ‘Sig’ Segalas, Has Passed Away

Jan 4, 2023

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

The Global Spectrum of Growth
White Paper

The Global Spectrum of Growth

Dec 1, 2022

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

Growth Investing Is an Active Challenge

Growth Investing Is an Active Challenge

Dec 15, 2022

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

The Beginning of a New Durable Cycle for Small Caps?
Article

The Beginning of a New Durable Cycle for Small Caps?

Dec 13, 2022

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

The Fintech Opportunity in Emerging Markets
Article

The Fintech Opportunity in Emerging Markets

Dec 1, 2022

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

Innovation Accelerates Across The Healthcare Sector
Article

Innovation Accelerates Across The Healthcare Sector

Nov 15, 2022

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

Breakthroughs in Big Pharma Create Blockbuster Opportunity
Video

Breakthroughs in Big Pharma Create Blockbuster Opportunity

By Debra Netschert — Nov 15, 2022

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

Integrating Innovation Across Healthcare
Video

Integrating Innovation Across Healthcare

By Daniel Matviyenko — Nov 8, 2022

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

China Stands Firm
Article

China Stands Firm

Nov 2, 2022

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

Healthcare Innovation Is on the Move
Video

Healthcare Innovation Is on the Move

By Daniel Matviyenko — Oct 17, 2022

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

Beyond Fuel: The Reinvention of Energy Infrastructure
Article

Beyond Fuel: The Reinvention of Energy Infrastructure

Sep 30, 2022

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

Uncovering the Value in Software Stocks
Article

Uncovering the Value in Software Stocks

Sep 8, 2022

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

Understanding SaaS Profitability: The Key to Uncovering Opportunities in Software
Equity

Understanding SaaS Profitability: The Key to Uncovering Opportunities in Software

By Nick Rubinstein — Sep 8, 2022

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

Technology Is a Long-Term Story
Article

Technology Is a Long-Term Story

Aug 16, 2022

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

Explore Growth Investing in Turbulent Times

Explore Growth Investing in Turbulent Times

Aug 12, 2022

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

Luxury Brands—An Opportunity For Long-Term Investors?
Article

Luxury Brands—An Opportunity For Long-Term Investors?

Oct 31, 2022

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

The Multi-Decade Energy Transition
Article

The Multi-Decade Energy Transition

Jun 30, 2022

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

Growth Investing During Turbulent Times
Article

Growth Investing During Turbulent Times

Jun 15, 2022

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

Looking Beyond The Tech Selloff
Equity

Looking Beyond The Tech Selloff

By Nick Rubinstein — Jun 13, 2022

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

Tech & COVID-19: How the Pandemic Accelerated the Global Digital Transformation
Equity

Tech & COVID-19: How the Pandemic Accelerated the Global Digital Transformation

By Nick Rubinstein — Jun 13, 2022

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

Small Caps: A Closer Look at Volatility
Article

Small Caps: A Closer Look at Volatility

Jun 6, 2022

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

Electric Vehicles: New Rules for the Road
Equity

Electric Vehicles: New Rules for the Road

May 12, 2022

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

The Staying Power of Luxury Brands
Equity

The Staying Power of Luxury Brands

By Rebecca Irwin — May 6, 2022

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

A True Alternative: Long/Short Allocations to Health Care
Equity

A True Alternative: Long/Short Allocations to Health Care

Apr 1, 2022

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

Conflict in Europe: A Closer Look at Energy Market Fundamentals
Equity

Conflict in Europe: A Closer Look at Energy Market Fundamentals

Mar 18, 2022

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.

EV Performance and Prices: Moving in the Right Direction
Equity

EV Performance and Prices: Moving in the Right Direction

By Owuraka Koney, CFA — Feb 18, 2022

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

The Electric Vehicle Opportunity
Equity

The Electric Vehicle Opportunity

By Owuraka Koney, CFA — Jan 27, 2022

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

Healthcare after COVID-19
Article

Healthcare after COVID-19

Dec 14, 2021

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

Explore the Technology Metamorphosis

Explore the Technology Metamorphosis

Nov 29, 2021

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

Tech Innovation Trends: Health Care
Equity

Tech Innovation Trends: Health Care

By Erika Klauer — Oct 25, 2021

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

Tech Transformation Trends: Banking
Equity

Tech Transformation Trends: Banking

By Erika Klauer — Oct 25, 2021

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

The Technology Metamorphosis: How We Grow from Here
White Paper

The Technology Metamorphosis: How We Grow from Here

Nov 10, 2021

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

Albert Kwok on Ausbiz: Why Active Investing Works In Emerging Markets
Equity

Albert Kwok on Ausbiz: Why Active Investing Works In Emerging Markets

By Albert Kwok, CFA — Sep 17, 2021

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

Emerging Trends: Secular and Structural Opportunities in Developing Markets
Equity

Emerging Trends: Secular and Structural Opportunities in Developing Markets

Jun 10, 2021

Secular and Structural Opportunities in Developing Markets

Erika Klauer on Yahoo Finance: Tech Advances Companies’ Competitive Edge
Equity

Erika Klauer on Yahoo Finance: Tech Advances Companies’ Competitive Edge

Apr 16, 2021

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.

Living in the Age of COVID-19 Part III
Coronavirus

Living in the Age of COVID-19 Part III

Apr 9, 2021

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

Technology Driven Growth Opportunities
Equity

Technology Driven Growth Opportunities

Apr 8, 2021

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

Tom Davis on Ausbiz: Not All Retailers Are Equal
Equity

Tom Davis on Ausbiz: Not All Retailers Are Equal

Feb 19, 2021

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

A Rising Tide No Longer Lifts All Boats
Equity

A Rising Tide No Longer Lifts All Boats

Feb 10, 2021

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

The Key To Capturing EM’s Dynamism
Equity

The Key To Capturing EM’s Dynamism

Feb 10, 2021

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

Chinese Healthcare: Growth Abounds
Equity

Chinese Healthcare: Growth Abounds

Feb 10, 2021

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

Outspoken: 5 Game-changing Growth Trends
Equity

Outspoken: 5 Game-changing Growth Trends

Nov 5, 2020

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

Focused Growth in the Dynamic Emerging Markets
Emerging Markets

Focused Growth in the Dynamic Emerging Markets

Oct 30, 2020

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

Extracting Growth Alpha in Emerging Markets
Emerging Markets

Extracting Growth Alpha in Emerging Markets

Oct 30, 2020

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

Living in the Age of COVID-19 Part II
Coronavirus

Living in the Age of COVID-19 Part II

Sep 29, 2020

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

International Growth Equity: An Overlooked Alpha Opportunity?
International Equity

International Growth Equity: An Overlooked Alpha Opportunity?

May 11, 2020

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

Update: OPEC & Covid-19 Impact on Energy Markets
Energy

Update: OPEC & Covid-19 Impact on Energy Markets

Mar 24, 2020

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

COVID-19
Coronavirus

COVID-19

Mar 13, 2020

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

Can A Dividend Approach Bolster Income And Lower Volatility?
Insights

Can A Dividend Approach Bolster Income And Lower Volatility?

Mar 9, 2020

Can A Dividend Approach Bolster Income And Lower Volatility?

Focusing On Long-Term Results: 50 Years Of Jennison Associates
About Us

Focusing On Long-Term Results: 50 Years Of Jennison Associates

Jan 14, 2020

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

Jennison Hires Chief Marketing Officer
Press Release

Jennison Hires Chief Marketing Officer

Nov 15, 2019

Rebecca Kniesel has joined Jennison Associates as chief marketing officer

No Better Time To Be An Active Manager
Active Management

No Better Time To Be An Active Manager

Jul 25, 2019

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

Large US Bank Opportunities
Equity

Large US Bank Opportunities

Jul 13, 2019

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

Midstream Infrastructure Deserves a Second Look
Equity

Midstream Infrastructure Deserves a Second Look

Mar 31, 2019

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

Growth Investing and Disruptive Innovation
Large Cap Growth

Growth Investing and Disruptive Innovation

Dec 31, 2018

Jennison Insights - Growth Investing and Disruptive Innovation

Institutional Investor Money Manager of the Year 2015
Article

Institutional Investor Money Manager of the Year 2015

May 10, 2016

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

Jennison Offers Clients Custom Solutions
Equity

Jennison Offers Clients Custom Solutions

Jan 15, 2016

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

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