Janus Henderson Radio Podcast

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.

Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Portfolio Construction and Strategy.

Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.

Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs discuss how the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities for risk-adjusted yield.

In this episode, Portfolio Manager Daniel Graña explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.

Global Perspectives: Disinflation creates solid ground for rate cuts

How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.In a follow-up discussion to a recent paper , Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportunities for investors.

2024 Consumer Outlook: Research Analyst Josh Cummings explains which companies could be best positioned to benefit as consumer spending remains robust but the macroeconomic outlook grows more uncertain.

2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead.

2024 Financials Outlook: In this episode, Research Analyst and Portfolio Manager John Jordan shares where he sees the best risk/reward trade-offs in the financials sector.

2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead.

2024 Tech Outlook: Portfolio Managers Denny Fish and Jon Cofsky explain what’s next for artificial intelligence (AI) and other trends that could impact the technology sector in the year ahead.

Industrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials.

Global Perspectives: investing in the transformation of a sustainable economy

Guy Barnard, Co-Head of Global Property Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, review how listed property has fared this year and explain why 2024 may be a more favourable backdrop for the sector.

Research Analysts Andrew Manguart and Ian McDonald join as guests to explain the reasons for accelerating premiums in home, auto, and commercial lines of insurance and why these trends could extend the industry’s recent gains.

Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead. 

Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change.Research Analyst Divyaunsh Divatia takes listeners through the ups and downs of the streaming revolution and explains what it might take for the media industry to come through this period of technological disruption.

Portfolio Managers John Kerschner and Nick Childs discuss the securitized subset of the fixed income market and where they see opportunities for investors to diversify their portfolios and uncover income opportunities.

Research Analyst and Consumer Sector Team Lead Josh Cummings joins as a guest to discuss how higher interest rates and a cooling labor market might impact consumer spending.