News & Insights
A curated selection of market insights, trends, updates and more from Jensen's portfolio managers and business analysts.
Reasons to Be Fearful? It Depends
While inflation feels more tolerable now than it did in 2022, it is still high. As the storm clouds have not fully dispersed, at Jensen, we counsel investors to remain vigilant — and their advisors even more so.Click here
Quality Steps Up As Banks Tumble
A banking crisis has caused a big headache for investors in early 2023, but our Quality Value investment approach may provide a tonic.Click here
Around the Bend: What to Tell Clients in Difficult Markets
How can advisers put the current market environment in perspective to help their clients prepare for whatever comes next?Click here
Animal Spirits Podcast: Investing in Quality Growth
Jensen Portfolio Manager Kevin Walkush joins the Animal Sprits Podcast to discuss quality growth investing, active management, return on equity, and more.Click here
Pfizer: Short-Term Noise or Long-Term Benefits?
Pfizer stands to lose approximately $17B in sales over the next several years due to the loss of exclusivity on several large drug franchises. Find out why we believe this short-term noise may not outweigh the benefits for long-term investors.Click here
How Diageo Is Serving Up Higher Profits with a Focus on Premium Spirits
With its marketing and distribution muscle, Diageo (DEO) can get its products in stores and bars everywhere. They also have deep pockets to buy up artisanal brands that have already built a following.Click here
With Covid Stumbles Behind It, AstraZeneca’s Superior Pipeline Can Shine
AstraZeneca can weather periodic hiccups with a diverse portfolio of blockbuster drugs, including a COVID-19 vaccine.Click here
With a Massive Vaccine War Chest, Pfizer’s Future Is Brighter Than Ever
The Covid Vaccine Isn’t the Most Exciting Thing About Pfizer (It’s What They Plan to Do Next)Click here
Canadian National Railway Is a Cash Generation Powerhouse
With a defensible position in a growing global economy, Canadian National Railway (CNR) is a cash generation powerhouse.Click here
Portfolio Manager Allen Bond Believes Teamwork Helps Uncover Stock Risks
With investment risks mounting, Portfolio Manager Allen Bond explains how collaboration and research are more important than ever.Click here
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