Addressing the most essential questions around AI
In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial intelligence (AI), including the latest...
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Janus Henderson Radio Podcast
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.
Episodes
20 of 21 episodesABS may provide attractive opportunities beyond traditional fixed income benchmarks
Portfolio Managers John Kerschner and Nick Childs discuss the asset-backed securities (ABS) market, identifying key risks and opportunities...
Exploring opportunities in energy and financials amid shifting sector leadership
In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks for energy and financials and expl...
Actively managing opportunities and risks in multi-sector fixed income
Portfolio Managers John Lloyd and Brent Olson share their outlook for fixed income markets in 2026 and discuss why active management, fundam...
Private Credit myths versus market realities
Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital, challenges the notion of a private credit bubble, revealing why asse...
Dissecting consumer shifts - health, technology, and the investment implications
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wel...
Investment outlook 2026 (EMEA)
In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the...
Navigating AI transformation and rate uncertainty
In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss AI’s broad influence on equity marke...
Weighing small- and mid-cap market tailwinds
Portfolio Managers Jonathon Coleman and Brian Demain discuss opportunities in small- and mid-cap stocks amid narrow market leadership. They...
Actively seeking value across fixed income
Portfolio Managers John Kerschner and John Lloyd discuss how the economic outlook is shaping their investment approach and why active manage...
The rise and role of active ETFs in modern portfolios
In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, e...
REITs - a forgotten compounder ready for a comeback
In this episode, Lara Castleton discusses the evolving role of Real Estate Investment Trusts (REITs) with Portfolio Managers Greg Kuhl and D...
Charting Europe’s path to economic renewal
In this episode, Portfolio Manager Robert Schramm-Fuchs explore how structural reforms in Europe are reshaping the landscape for investors,...
Where will the next wave of growth leadership emerge?
Stock prices follow earnings growth, and for years the largest companies outpaced the rest. But as these companies’ earnings growth converge...
Investing in the accelerating trend of generative AI
In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is im...
Making sense of policy uncertainty in healthcare
In this episode, Healthcare Research Analyst Luyi Guo shares her perspective on proposed pharmaceutical tariffs and drug pricing reform, inc...
The short duration shines amid tariff uncertainty
In this episode, Head of Global Short Duration and Liquidity Daniel Siluk and Portfolio Manager Addison Maier discuss how the front end of t...
Inside the world of responsible mining
In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natu...
Exploring the dynamics of long-short equity strategies
Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and...
Are we seeing a regime shift between U.S. and non-U.S. stocks?
How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Ma...