Janus Henderson Radio Podcast
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 8:47:03
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Sinopse
The Janus Henderson Radio Podcast is designed to help financial professionals with a wide range of topics to deepen their expertise, build their practice and strengthen client relationships.
Episódios
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Finding balance in a shifting market landscape
04/11/2024 Duração: 34minA discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss economic uncertainties to monitor, the impact of the Federal Reserve’s (Fed) rate-cutting cycle, artificial intelligence’s (AI) productivity boost, and the latest fundamental opportunities in both equities and fixed income. They also weigh in on why a flexible asset allocation approach might prove valuable in today’s complex markets.
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The outlook for securitized as Fed commences rate-cutting cycle
29/10/2024 Duração: 31minA discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.In this episode, Portfolio Managers John Kerschner and John Lloyd join U.S. Head of Portfolio Construction and Strategy Lara Castleton for a discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
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AI – invest with patience
10/10/2024 Duração: 27minPortfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.
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Exploring potential in commercial real estate-backed debt
02/10/2024 Duração: 31minPortfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.
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European equities tapping into global tech themes
27/09/2024 Duração: 36minEuropean equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.
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Can momentum in small caps continue?
26/09/2024 Duração: 27minPortfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.
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Non-U.S. stocks begin to make their case
06/09/2024 Duração: 25minPortfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the end of July, before the market pullback on August 5. However, the views shared during the discussion have not changed.
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Global Perspectives: Where do we go from here?
25/06/2024 Duração: 25minJanus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Portfolio Construction and Strategy.
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Global Perspectives: Tapping into a broad set of growth drivers in mid-caps
20/05/2024 Duração: 30minPortfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.
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Global Perspectives: Navigating U.S. securitized markets in an uncertain rate environment
30/04/2024 Duração: 35minHead of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs discuss how the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities for risk-adjusted yield.
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Global Perspectives: The emerging return potential of emerging markets
25/04/2024 Duração: 24minIn this episode, Portfolio Manager Daniel Graña explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.
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Global Perspectives: Disinflation creates solid ground for rate cuts
29/02/2024 Duração: 29minGlobal Perspectives: Disinflation creates solid ground for rate cuts
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Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world
21/02/2024 Duração: 27minHow healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.In a follow-up discussion to a recent paper , Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportunities for investors.
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Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
08/01/2024 Duração: 20min2024 Consumer Outlook: Research Analyst Josh Cummings explains which companies could be best positioned to benefit as consumer spending remains robust but the macroeconomic outlook grows more uncertain.
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Research in Action: Can energy hit the right supply/demand balance in 2024?
08/01/2024 Duração: 18min2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead.
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Research in Action: Bank failure risk declines for new year
08/01/2024 Duração: 15min2024 Financials Outlook: In this episode, Research Analyst and Portfolio Manager John Jordan shares where he sees the best risk/reward trade-offs in the financials sector.
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Research in Action: Healthcare’s setup for 2024 strengthens
08/01/2024 Duração: 19min2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead.
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Research in Action: Finding sustainable growth in the tech sector in 2024
08/01/2024 Duração: 19min2024 Tech Outlook: Portfolio Managers Denny Fish and Jon Cofsky explain what’s next for artificial intelligence (AI) and other trends that could impact the technology sector in the year ahead.
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Research in Action: Secular trends outweigh the cyclical in industrials
08/01/2024 Duração: 17minIndustrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials.
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Hamish Chamberlayne Podcast Outlook 2024
22/12/2023 Duração: 25minGlobal Perspectives: investing in the transformation of a sustainable economy