Podcast Perspectives

Sharing differentiated insights from Janus Henderson's investment specialists.

Global Perspectives: Investing in the accelerating trend of generative AI

How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.

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Global Perspectives: Making sense of policy uncertainty in healthcare

How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.

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Global Perspectives: Short duration shines amid tariff uncertainty

With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.

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Global Perspectives: Exploring the dynamics of long-short equity strategies

Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management.

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Global Perspectives: Are we seeing a regime shift between U.S. and non-U.S. stocks?

How policy changes might prove to be the catalyst for a switch in global equity leadership.

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Our latest thinking on the themes shaping today's investment landscape, delivered every two weeks.