Janus Henderson Radio Podcast

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.

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.