Janus Henderson Radio Podcast

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.

In this episode, 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.

Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.

Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.Portfolio Managers Josh Cummings and John Jordan explain why even as the outlook for earnings growth is strong for 2025, uncertainty around government policy, as well as the evolution of AI and rate moves, argue for a bottom-up approach to investing.

In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.

A 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.

A 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.

Portfolio 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.

Portfolio 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.

European 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.

Portfolio 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.

Portfolio 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.