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Global Perspectives

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Rating
★★★★★
4.7
from
15 reviews
This podcast has
11 episodes
Language
English
Explicit
No
Date created
2016/10/20
Latest episode
2026/05/06
Average duration
27 min.
Release period
22 days

Description

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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Addressing the most essential questions around AI
2026/05/06
In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial intelligence (AI), including the latest advancements, its potential to propel economic growth, and the rise of agentic AI and its impact on software business models. He also shares insights from a recent research trip in China.
ABS may provide attractive opportunities beyond traditional fixed income benchmarks
2026/02/27
Portfolio Managers John Kerschner and Nick Childs discuss the asset-backed securities (ABS) market, identifying key risks and opportunities for investors seeking to navigate the evolving fixed income landscape.
Exploring opportunities in energy and financials amid shifting sector leadership
2026/02/11
In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks for energy and financials and explore how interest rates, AI, and evolving policy dynamics are shaping opportunities across their sectors.
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.

Podcast reviews

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4.7 out of 5
15 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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