Podcast Perspectives

Sharing differentiated insights from Janus Henderson's investment specialists.

Global Perspectives: Short duration shines amid tariff uncertainty

With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.

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Global Perspectives: Exploring the dynamics of long-short equity strategies

Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management.

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Global Perspectives: Are we seeing a regime shift between U.S. and non-U.S. stocks?

How policy changes might prove to be the catalyst for a switch in global equity leadership.

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Global Perspectives: Cross-asset collaboration during market volatility

A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.

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Global Perspectives: Why financials could be resilient amid an economic slowdown

With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.

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Our latest thinking on the themes shaping today's investment landscape, delivered every two weeks.