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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.

Yahoo Finance: Here’s exactly why small-cap stocks are outperforming the S&P 500

Jonathan Coleman, Portfolio Manager, shares his thoughts on what’s driving this small-cap rally and the sectors behind this momentum.

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.

Thought Leadership


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Candice Sun

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