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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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.

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