Podcast Perspectives
Sharing differentiated insights from Janus Henderson's investment specialists.
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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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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