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Explore insights from Janus Henderson's investment teams and subject matter experts.
Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors.
We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.
Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
https://www.janushenderson.com/social/social-media-important-disclosures/
Glossary - https://www.janushenderson.com/social/glossary/
Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors.
We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.
Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
https://www.janushenderson.com/social/social-media-important-disclosures/
Glossary - https://www.janushenderson.com/social/glossary/
53 Episodes
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In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss AI’s broad influence on equity markets, where they see opportunities in fixed income, and how they integrate both asset classes to navigate periods of economic transformation.
Portfolio Managers Jonathon Coleman and Brian Demain discuss opportunities in small- and mid-cap stocks amid narrow market leadership. They also analyze how AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for smaller domestic firms.
Portfolio Managers John Kerschner and John Lloyd discuss how the economic outlook is shaping their investment approach and why active management is critical to navigating complexity in today’s fixed income markets.
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.
In this episode, Lara Castleton discusses the evolving role of Real Estate Investment Trusts (REITs) with Portfolio Managers Greg Kuhl and Danny Greenberger. The conversation covers how REITs, despite recent struggles, present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
In this episode, Portfolio Manager Robert Schramm-Fuchs explore how structural reforms in Europe are reshaping the landscape for investors, across sectors and industries.
Stock prices follow earnings growth, and for years the largest companies outpaced the rest. But as these companies’ earnings growth converges with the rest of the market and valuations potentially peak, Portfolio Manager and Equity Research Analyst Brian Recht examines where tomorrow’s leaders may emerge.
In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is impacting companies, tech investors, and the global economy.
In this episode, Healthcare Research Analyst Luyi Guo shares her perspective on proposed pharmaceutical tariffs and drug pricing reform, including how they might spur innovation over the long run.
In this episode, Head of Global Short Duration and Liquidity Daniel Siluk and Portfolio Manager Addison Maier discuss how the front end of the yield curve may be well positioned to provide additional carry over cash and capital appreciation while limiting interest rate exposure amid tariff uncertainty.
In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental challenges.
Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.
How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Malley explore whether this year’s outperformance by ex U.S. stocks can continue and the implications for investors.
In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss how they are navigating tariff-driven volatility and why cross-team coordination is crucial to uncovering relative value opportunities in equity and fixed income.
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.In this episode, Portfolio Manager John Jordan and Research Analyst Andrew Manguart share what they’re hearing from banks about the volatile macro backdrop, and why they believe the sector is well positioned even if growth slows.
Is ESG dead? Far from it – but misconceptions abound.In this episode, Michelle Dunstan, Chief Responsibility Officer, and Aaron Scully, Portfolio Manager, address ESG misconceptions and explain how integrating material ESG factors can enhance long-term
In this episode, Portfolio Manager John Lloyd discusses the most pressing issues facing fixed income investors today, with a focus on rates, spreads, volatility, and the Federal Reserve.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.Portfolio Manager Dan Lyons joins this episode of Global Perspectives to provide an update on popular GLP-1 weight-loss therapies and discuss whether sales of the drugs can continue to grow and the impact on the overall healthcare sector.
In this episode, Director of Research Chris Benway explains how his team’s sector specialists conduct deep fundamental research to identify potential winners and laggards in an environment where stock market dispersion is increasing.
Portfolio Manager and Equity Research Analyst Brian Recht discusses transformational themes, with a focus on cloud computing and digitization, that he believes will drive future economic growth and provide long-term investment opportunities.
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