Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. 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 ...
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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.…
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Exploring potential in commercial real estate-backed debt
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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.…
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European equities tapping into global tech themes
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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.Oleh Janus Henderson Investors
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Can momentum in small caps continue?
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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.Oleh Janus Henderson Investors
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Non-U.S. stocks begin to make their case
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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…
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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 Por…
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Tapping into a broad set of growth drivers in mid-caps
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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.…
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Navigating U.S. securitized markets in an uncertain rate environment
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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.Oleh Janus Henderson Investors
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The emerging return potential of emerging markets
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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.Oleh Janus Henderson Investors
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Disinflation creates solid ground for rate cuts
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Global Perspectives: Disinflation creates solid ground for rate cutsOleh Janus Henderson Investors
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Investing in the small- and midsize healthcare companies innovating for a graying world
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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 opportun…
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Research in Action: Healthcare’s setup for 2024 strengthens
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2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead.Oleh Janus Henderson Investors
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Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
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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.Oleh Janus Henderson Investors
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Research in Action: Can energy hit the right supply/demand balance in 2024?
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2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead.Oleh Janus Henderson Investors
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Research in Action: Bank failure risk declines for new year
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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.Oleh Janus Henderson Investors
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Research in Action: Finding sustainable growth in the tech sector in 2024
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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.Oleh Janus Henderson Investors
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Research in Action: Secular trends outweigh the cyclical in industrials
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Industrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials.Oleh Janus Henderson Investors
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Investing in the transformation of a sustainable economy
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Hamish Chamberlayne discusses his outlook for 2024.Oleh Janus Henderson Investors
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Listed REITS – catalysts are in place for a re-rating
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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.Oleh Janus Henderson Investors
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Research in Action: Are insurance stocks on investors’ side?
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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.Oleh Janus Henderson Investors
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