Janus Henderson podcasts

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: The high is back in high yield

10 May 2022

Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?

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LA Building Real Estate

Global Perspectives Podcast: How much is stagflation a concern for REITs?

08 April 2022

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

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Global Perspectives Podcast: An extreme hatred of bonds… just or unfair?

17 February 2022

Investor positioning still (unfairly) reflects an extreme hatred of bonds.

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Research in Action

Research in Action Podcast: Tech’s mega themes show no signs of slowing

19 April 2022

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

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Research in action: can the energy recovery continue?

10 March 2022

Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.

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Research in action: FinTech’s extraordinary evolution

10 February 2022

A discussion about the rapid changes occurring in FinTech, disruption to industry incumbents and opportunities for investors.

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Environmental, Social and Governance (ESG):

Find out how environmental, social and governance (ESG) considerations are embedded within our organization and investment principles.