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NYSE: Janus Henderson PM Nick Childs Securitized Credit is ‘Destination Asset Class’

Nick Childs discusses mortgage rates, opportunities in securitized credit, the market’s overlooked scale, and his outlook on AI and hyperscalers.

Bloomberg: September Market Recap & Micron’s AI Boom

Marc Pinto, Head of American Equities, joined Bloomberg to discuss the latest PCE report, the impact of higher interest rates, and whether current market conditions present a buying opportunity.

CNBC: Janus Henderson CEO on private credit opportunities in Europe

CEO Ali Dibadj joined CNBC to discuss the firm’s strategy to go private, recent partnerships and acquisitions, including RBA and Rantum Capital, and the next phase of the firm’s AI adoption.

Schwab Network: AI Buildout Powers a Rotation From Cash Into Credit

Mike Talaga, Global Head of Credit Research, joins Schwab Network to break down the surge in hyperscaler debt issuance, the AI buildout versus the telecom boom, and where to position in this environment.

Fox Business: I don’t think investors are prepared for a high-rate environment, expert says

With inflation remaining above the Fed’s target for over five years, Michael Contopoulos shares where he sees opportunities in a higher-rate environment and why investors may not be prepared for another rate hike.

CNBC: This is ‘right reaction’ from market in response to Fed rate hike: Janus Henderson’s Michael Contopoulos

Michael Contopoulos, Head of Multi-Asset Macro Investing, joins CNBC to discuss the markets’ reaction to the Federal Reserve’s first rate hike since 2023 and why they may need to do considerably more.

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