Podcast Perspectives
Sharing differentiated insights from Janus Henderson's investment specialists.
Global Perspectives: Addressing the most essential questions around AI
A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
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Global Perspectives: ABS may provide attractive opportunities beyond traditional fixed income
Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
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Global Perspectives: Opportunities in energy and financials amid shifting sector leadership
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
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Global Perspectives: Actively managing opportunities and risks in multi-sector fixed income
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
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Global Perspectives: Private Credit myths versus market realities
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
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Global Perspectives: Dissecting consumer shifts – health, technology, and the investment implications
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
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