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Excess Returns Podcast: David Rosenberg and Rich Bernstein on What Ends the AI Trade — And What They Own Instead

Rich Bernstein joins Excess Returns to discuss the Fed, inflation, AI, gold, and investing opportunities beyond U.S. mega-caps and into global markets.

Kiplinger: Why a Down Market is the Best Time for a Roth IRA Conversion

Wealth Strategist Ben Rizzuto discusses the benefits of doing a Roth conversion in a down market.

Not tax advice.

Investor’s Business Daily: Investors Are Rotating Into Healthcare. Here’s Why.

Portfolio Manager Dan Lyons shares why he sees potential for outperformance in healthcare amid growing innovation in biotech, pharmaceuticals, and medical devices.

The Wall Street Journal: Janus Bets on AI to Step Up Sales and Investing

CEO Ali Dibadj highlights Janus Henderson’s new AI initiatives, emphasizing that combining AI with human expertise delivers better outcomes than either on its own.

Bloomberg TV: Hyperscaler CapEx spending in 2026

John Lloyd, Global Head of Multi-Sector Credit & Portfolio Manager, joins Bloomberg TV to discuss hyperscaler CapEx spending, outlining key risks and opportunities.

Bloomberg TV: Boring is Beautiful

Rich Bernstein, Global Head of Macro & Customized Investing, joins Bloomberg TV to discuss today’s speculative market environment, why “boring is beautiful” remains an investment theme, and the role financial markets play in the economy.

Thought Leadership


Media Contacts


Candice Sun

Managing Director, Global Head of Corporate Communications

+1 (303) 336 5452

Nicole Mullin

Director, Media Relations, UK, EMEA, LatAm & APAC

+44 (0) 20 7818 2511

Sarah Johnson

Director, Media Relations, North America

+1 (720) 364 0708

Lia Esbry

Associate Director, Media Relations UK, EMEA, LatAm & APAC

+44 (0) 20 7818 3521

Aston Tan

Director, Communications & Content, Asia Client Group

+65 6813 1006

Harriet Hall

PR Director, Investment Trusts

+44 (0) 20 7818 2919

Bella Cusumano

Associate Director, Communications & Marketing

+1 (212) 692 4027

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