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★★★★★

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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/

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Actively managing opportunities and risks in multi-sector fixed income

2026/02/02

Portfolio Managers John Lloyd and Brent Olson share their outlook for fixed income markets in 2026 and discuss why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility.

Private Credit myths versus market realities

2026/01/20

Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital, challenges the notion of a private credit bubble, revealing why asset-backed lending – with its tangible collateral and robust risk controls – offers transparency and resilience in today’s evolving market.

Dissecting consumer shifts - health, technology, and the investment implications

2026/01/15

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.

Investment outlook 2026 (EMEA)

2025/12/19

In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the implications of a K-shaped economy, and strategies for navigating the higher cost of capital.

Navigating AI transformation and rate uncertainty

2025/11/20

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.

Weighing small- and mid-cap market tailwinds

2025/11/14

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.

Actively seeking value across fixed income

2025/10/27

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.

The rise and role of active ETFs in modern portfolios

2025/10/02

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.

REITs - a forgotten compounder ready for a comeback

2025/09/25

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.

Charting Europe’s path to economic renewal

2025/09/19

In this episode, Portfolio Manager Robert Schramm-Fuchs explore how structural reforms in Europe are reshaping the landscape for investors, across sectors and industries.

Where will the next wave of growth leadership emerge?

2025/08/27

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.

Investing in the accelerating trend of generative AI

2025/08/06

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.

Making sense of policy uncertainty in healthcare

2025/07/29

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.

The short duration shines amid tariff uncertainty

2025/07/21

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.

Inside the world of responsible mining

2025/06/30

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.

Podcast reviews

Read Global Perspectives podcast reviews

4.7 out of 5

14 reviews

★★★★★

kaytteee 2019/08/02

5/5 stars!!

Insightful and timely insights

★★★★★

ForzaBen 2017/01/24

Great resource for financial advisors!

New way to access the content at Janus. Good for financial advisors looking to improve their practices or those who focus on retirement plan business.

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