Actively managing opportunities and risks in multi-sector fixed income

Janus Henderson Radio Podcast by Janus Henderson Investors

Feb 2, 202621:36Business

Portfolio Managers John Lloyd and Brent Olson share their outlook for fixed income markets in 2026 and discuss why active management, fundamental research, and selectivity across sectors are key to identifying opportunit...

Related Episodes

Continue listening to more episodes from Janus Henderson Radio Podcast.

Addressing the most essential questions around AI

May 6, 2026 - 29:25

In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial inte...

ABS may provide attractive opportunities beyond traditional fixed income benchmarks

Feb 27, 2026 - 21:03

Portfolio Managers John Kerschner and Nick Childs discuss the asset-backed securities (ABS) market, ident...

Exploring opportunities in energy and financials amid shifting sector leadership

Feb 11, 2026 - 30:29

In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks...

Private Credit myths versus market realities

Jan 20, 2026 - 21:09

Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital, challenges the notion of a privat...

Dissecting consumer shifts - health, technology, and the investment implications

Jan 15, 2026 - 23:17

Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson exp...

Investment outlook 2026 (EMEA)

Dec 19, 2025 - 44:46

In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, explorin...

Navigating AI transformation and rate uncertainty

Nov 20, 2025 - 22:41

In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss A...

Weighing small- and mid-cap market tailwinds

Nov 14, 2025 - 27:05

Portfolio Managers Jonathon Coleman and Brian Demain discuss opportunities in small- and mid-cap stocks a...