Janus Henderson Radio Podcast

Informações:

Sinopsis

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.

Episodios

  • Plan Talk: How to Engage and Motivate Retirement Plan Participants

    Plan Talk: How to Engage and Motivate Retirement Plan Participants

    15/04/2021 Duración: 17min

    One of the biggest challenges retirement plan sponsors face is how to effectively communicate with participants and keep their attention. And in today’s virtual world, it’s more challenging than ever. In this episode of Plan Talk, Retirement Director Ben Rizzuto outlines several ideas for interacting with participants to help them stay engaged with their retirement plans.

  • Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?

    Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?

    23/03/2021 Duración: 14min

    Like the prospect of cleaning up a messy room, taking those first steps toward financial independence can feel overwhelming. In fact, 53% of millennials are not sure where to start when it comes to making financial decisions. Retirement Director Ben Rizzuto shares three simple ideas to help younger people clean up their financial rooms through budgeting, controlling spending and making a written plan.

  • Global Perspectives: Reflation: Is This the Real Thing or Just Fantasy?

    Global Perspectives: Reflation: Is This the Real Thing or Just Fantasy?

    22/02/2021 Duración: 41min

    Join Adam Hetts, Global Head of Portfolio Construction and Strategy, as he speaks with Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo about whether there is substance to the reflation trade. Key Takeaways: The consensus trade expects inflation, but much of this may already be priced in, creating potential opportunities in medium-term bond yields if inflation proves transitory. An excess of private savings before COVID-19 required governments to spend to balance private-sector saving. In some ways, today’s fiscal stimulus is an extension of the response to the deleveraging environment that lingered after the Global Financial Crisis. For reflation to be convincing, we need to see evidence that households and businesses are changing their behavior toward taking on more debt – yet credit demand remains soft and markets seem to be ignoring weaker data in China. Important Information: Credit Spread is the difference in yield between securities with similar maturity but different credit quality.

  • Global Perspectives: Building Robust Bond Portfolios In a Low-Rate World

    Global Perspectives: Building Robust Bond Portfolios In a Low-Rate World

    15/02/2021 Duración: 40min

    Adam Hetts, Global Head of Portfolio Construction and Strategy, talks with Head of U.S. Fixed Income Greg Wilensky about the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates. Key Takeaways: While the Bloomberg Barclays U.S. Aggregate Bond Index was once a good starting point for building diversified bond portfolios, it has increasingly become only that. Greg explains how the index’s inefficiencies can be exploited, enabling an active manager to potentially add value through higher returns, lower volatility, or both. Despite the steepening U.S. Treasury yield curve, Greg views a sharp increase in rates or inflation as unlikely. The Federal Reserve’s (Fed) interest in stimulating the economy and investors’ demand for yield – coupled with U.S. rates being among the most attractive developed world government bonds – should moderate the rise. Bond investors will need to balance the risks required to generate additional returns aga

  • Global Perspectives: High Yield: Passing the Baton from Beta to Alpha

    Global Perspectives: High Yield: Passing the Baton from Beta to Alpha

    14/01/2021 Duración: 37min

    Global Head of Portfolio Construction and Strategy Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high-yield bond strategies, about how with credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha). Key Takeaways Credit spreads have taken a round trip, having widened dramatically at the start of the coronavirus crisis but have since narrowed significantly. A recovery should squeeze spreads tighter, but investors will need to rely more on identifying opportunities through good credit analysis and security selection. Effective vaccines should allow economies to reopen and earnings and cash flows to recover. This should accelerate as 2021 progresses, allowing balance sheets to begin to improve. Companies in the energy sector may have to run with more conservative balance sheets not just because the oil price may remain low, but also because the costs of financing are likely to rise as mor

  • Plan Talk: Best of 2020

    Plan Talk: Best of 2020

    04/01/2021 Duración: 28min

    In this year’s final episode of Plan Talk, Retirement Director Ben Rizzuto recaps notable updates, trends and legal cases from the past year in the defined contribution space. And as always, he shares a playlist of his favorite new songs from 2020. Ben’s Top Songs of 2020 “All That Ever Mattered” – HAIM “I Live at Night” – I Break Horses “Inspirit” – Julianna Barwick “Ingydar” – Adrianna Lenker “Something I Do” – Sweet Whirl “Ghost of Soulja Slim” – Jay Electronica “A few words for the firing squad” – Run the Jewels “Can I Believe You” – Fleet Foxes “Highway” – St. Panther “Lost in Yesterday” – Tame Impala “Born Confused” – Porridge Radio “Michigan Hammers” – Protomartyr

  • Global Perspectives: Are We in a Sweet Spot for Credit Investing

    Global Perspectives: Are We in a Sweet Spot for Credit Investing

    14/12/2020 Duración: 28min

    Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss all things corporate bonds. Topics include philosophy, making the right calls during the COVID-19 crisis, chances for an aggressive recovery, the prospects of higher interest rates and whether 2021 offers a sweet spot for credit investing.

  • Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

    Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

    07/12/2020 Duración: 22min

    Many American workers fear that the Social Security trust could be depleted in the not-so-distant future, which may lead some individuals to collect their benefits early – a decision that can significantly reduce their earned benefit. In this episode of Plan Talk, Retirement Director Ben Rizzuto explains research-based techniques that can be used to help ensure people more fully consider their options and make better decisions regarding when to claim this important earned benefit.

  • Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

    Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

    19/11/2020 Duración: 37min

    In the latest episode of Plan Talk, Retirement Director Ben Rizzuto and Fixed Income Product Specialist Jessica Leoncini discuss current plan menu designs and investment trends in defined contribution (DC) plans. Referencing the findings from a survey Janus Henderson recently conducted with the Plan Sponsor Council of America, they explain how the lack of adequate fixed income options in many defined contribution plans could affect participants’ ability to retire comfortably – particularly with global interest rates at historic lows.

  • Global Perspectives: Making Sense of the U.S. Election

    Global Perspectives: Making Sense of the U.S. Election

    10/11/2020 Duración: 46min

    On November 5, Janus Henderson Investors hosted a panel discussion exploring the market implications of the 2020 U.S. election. Although the final vote was still unknown at the time, Democrat Joe Biden was projected to take the White House and Republicans were expected to remain in control of the Senate, even as polls prior to the election had suggested that a Democratic sweep, or “blue wave,” was likely. With that backdrop in mind, our panel of investment professionals – Ashwin Alankar, Ph.D., Head of Global Asset Allocation; Jim Cielinski, CFA, Global Head of Fixed Income; and Matt Peron, Director of Research – joined moderator Bruce Koepfgen, Head of North America, to discuss what the result could mean for financial markets and investors.

  • Global Perspectives: Demystifying Sustainable Investing

    Global Perspectives: Demystifying Sustainable Investing

    02/10/2020 Duración: 26min

    While there are many approaches to sustainable investing, the key common denominator is profit, people and planet. In this episode of our series, “Global Perspectives,” Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to help decode sustainable investing.

  • Global Perspectives: Why Low Rates Are Here to Stay

    Global Perspectives: Why Low Rates Are Here to Stay

    13/08/2020 Duración: 36min

    To kick off our new series, “Global Perspectives,” Global Head of Portfolio Construction and Strategy Adam Hetts is joined by Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income. In a candid conversation, the trio talk about the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

  • COVID-19: Implications of Rising Case Numbers in the U.S.

    COVID-19: Implications of Rising Case Numbers in the U.S.

    23/07/2020 Duración: 10min

    Unlike some countries that have “flattened the curve,” the U.S. is experiencing a sharp rise in COVID-19 cases. In this episode, part of a series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas explains why the U.S. trajectory has diverged, but also notes that the outbreak’s dynamics are changing, with important implications for the next phase of the pandemic.

  • Plan Talk: Plan Sponsors, Are You Listening to Participants?

    Plan Talk: Plan Sponsors, Are You Listening to Participants?

    22/06/2020 Duración: 20min

    In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses why it’s important for retirement plan sponsors to listen to plan participants in order to understand their needs – particularly during these challenging times. He suggests plan sponsors can gauge investor sentiment by reviewing participant surveys and record-keeper reports and use that data to create better education programs and resources. 

  • What Will it Take to Reopen the Global Economy?

    What Will it Take to Reopen the Global Economy?

    01/06/2020 Duración: 10min

    In this latest installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.

  • COVID-19: Understanding the Science  Investment Implications (Part V)

    COVID-19: Understanding the Science & Investment Implications (Part V)

    18/05/2020 Duración: 10min

    In the latest installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas discusses how efforts to develop treatments and vaccines have accelerated innovation in health care. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.

  • Using Stress to Fuel Positive Change

    Using Stress to Fuel Positive Change

    14/05/2020 Duración: 28min

    In our latest episode, Michael Futterman, Head of Knowledge Labs® Professional Development, interviews Dr. Heidi Hanna, Chief Energy Officer of Synergy Brain Fitness. Dr. Hanna explains why she views stress not as “good” or “bad,” but rather as a form of stimulus that has the potential to fuel positive change. She also shares ideas on how we can control our stress – and even take advantage of it – during this time of uncertainty.

  • COVID-19: Understanding the Science  Investment Implications (Part IV)

    COVID-19: Understanding the Science & Investment Implications (Part IV)

    05/05/2020 Duración: 10min

    The search for an effective COVID-19 treatment is gaining momentum, with public and private entities partnering to speed the process. In this fourth installment on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the U.S. can meet aggressive testing goals to reopen the economy.

  • COVID-19: Understanding the Science  Investment Implications (Part III)

    COVID-19: Understanding the Science & Investment Implications (Part III)

    30/04/2020 Duración: 10min

    In the third installment of our series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney discusses how the health care system has responded to the crisis, how federal and private funding has factored into that response, and why certain emerging trends in the sector, such as telemedicine, will likely accelerate post-pandemic. To watch the video version of this episode https://www.janushenderson.com/advisor/article/covid-19-understanding-the-science-investment-implications-part-iii/ (click here).

  • COVID-19: Understanding the Science  Investment Implications (Part II)

    COVID-19: Understanding the Science & Investment Implications (Part II)

    23/04/2020 Duración: 15min

    In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the U.S. economy. https://www.janushenderson.com/en-us/advisor/article/covid-19-understanding-science-investment-implications-part-ii/ (Go here) to watch the video version of this episode.