Podcast Perspectives
Sharing differentiated insights from Janus Henderson's investment specialists.
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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Global Perspectives: Navigating AI transformation and rate uncertainty
A discussion on equity and fixed income positioning during a period of AI-driven economic growth and Fed policy uncertainty.
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Global Perspectives: Weighing small- and mid-cap market tailwinds
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
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Global Perspectives: Actively seeking value across fixed income
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
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Global Perspectives: The rise and role of active ETFs in modern portfolios
In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.
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Global Perspectives: REITs – a forgotten compounder ready for a comeback
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
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