Connections - investment views from Janus Henderson

Explore our podcasts featuring the latest insights from our investment teams on a variety of topics.

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Global Perspectives

Global Perspectives Podcast: are we in a sweet spot for credit investing?

November 27, 2020

A far reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

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Nick Maroutsos | Janus Henderson Investors

Global Perspectives Podcast: Fixed Income – Avoiding the BEACH

November 11, 2020

Adam Hetts talks to Nick Maroutsos and Jason England, portfolio managers on the Absolute Return Income strategies.

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Global Perspectives Podcast: Making sense of the US election

November 6, 2020

Which way do markets turn following the US election? Recorded on November 5 as votes continued to come through, our panel of investment professionals gave their views on what the result could mean for investors.

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Alison Porter | Janus Henderson Investors

Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability

October 14, 2020

In this episode, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends, rising valuations, the US-China tech war, regulation, the US presidential election, as well as their approach to ESG factors and how they manage concentration risk in portfolios.

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Hamish Chamberlayne, CFA | Janus Henderson Investors

Global Perspectives Podcast: Demystifying Sustainable Investing

September 30, 2020

In this episode, Global Sustainable Equity portfolio managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to decode sustainability and discuss their approach to sustainable investing.

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Global Perspectives Podcast: Strategic Fixed Income Thinking

August 10, 2020

In the first in the series, Adam Hetts talks to Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo. In a candid conversation, the trio cover global credit, inflationary threats, the impact of COVID, fool’s yield and false summits, among other topics.

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Understanding the science and investment implications of COVID-19

Podcast: Understanding the science and investment implications of COVID-19 (part 7)

June 19, 2020

In our ongoing series on COVID-19, Portfolio Manager and Research Analyst Dan Lyons and Director of Research Matt Peron discuss the current state of the pandemic and what investors should consider as the economy tries to return to “normal.”

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Podcast: Understanding the science and investment implications of COVID-19 (part 6)

May 28, 2020

In this latest installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.

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Podcast: Understanding the science and investment implications of COVID-19 (part 5)

May 13, 2020

In the fifth installment of a series on the scientific and investment implications of COVID-19, Biotech Analyst, Agustin Mohedas, discusses how efforts to develop treatments and vaccines have accelerated innovation in healthcare.

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Podcast: Understanding the science and investment implications of COVID-19 (part 4)

May 5, 2020

In this fourth installment of a series on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the US can meet its aggressive testing goals to reopen the economy.

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Podcast: Understanding the science and investment implications of COVID-19 (part 3)

April 30, 2020

In the third installment of a series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney focuses on the impact of the virus within the US and explores the related developments.

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Podcast: Understanding the science and investment implications of COVID-19 (part 2)

April 21, 2020

In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the US economy.

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Podcast: Understanding the science and investment implications of COVID-19 (part 1)

April 16, 2020

In the first episode of a series on the scientific and investment implications of the coronavirus pandemic, Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss recent developments made to curtail the spread of COVID-19 and how they view the timeline for an eventual return to normalcy in the global economy.

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Navigating Coronavirus Uncertainty:

Perspectives from our investment teams, key considerations for investors and business continuity updates from executive leadership.

Webcasts

Visit our dedicated webcast channel featuring the latest live and on-demand presentations and Q&A sessions from our investment professionals.

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