Global Perspectives

ABS may provide attractive opportunities beyond traditional fixed income benchmarks

Fri, 27 Feb 2026 07:00:00 -0600

Portfolio Managers John Kerschner and Nick Childs discuss the asset-backed securities (ABS) market, identifying key risks and opportunities for investors seeking to navigate the evolving fixed income landscape.

Exploring opportunities in energy and financials amid shifting sector leadership

Wed, 11 Feb 2026 07:00:00 -0600

In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks for energy and financials and explore how interest rates, AI, and evolving policy dynamics are shaping opportunities across their sectors.

Actively managing opportunities and risks in multi-sector fixed income

Mon, 02 Feb 2026 07:00:00 -0600

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 opportunities while managing volatility.

Private Credit myths versus market realities

Tue, 20 Jan 2026 07:00:00 -0600

Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital, challenges the notion of a private credit bubble, revealing why asset-backed lending – with its tangible collateral and robust risk controls – offers transparency and resilience in today’s evolving market.

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

Thu, 15 Jan 2026 07:00:00 -0600

Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.

Investment outlook 2026 (EMEA)

Fri, 19 Dec 2025 05:00:00 -0600

In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the implications of a K-shaped economy, and strategies for navigating the higher cost of capital.

Navigating AI transformation and rate uncertainty

Thu, 20 Nov 2025 07:00:00 -0600

In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss AI’s broad influence on equity markets, where they see opportunities in fixed income, and how they integrate both asset classes to navigate periods of economic transformation.

Weighing small- and mid-cap market tailwinds

Fri, 14 Nov 2025 07:00:00 -0600

Portfolio Managers Jonathon Coleman and Brian Demain discuss opportunities in small- and mid-cap stocks amid narrow market leadership. They also analyze how AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for smaller domestic firms.

Actively seeking value across fixed income

Mon, 27 Oct 2025 00:00:00 -0600

Portfolio Managers John Kerschner and John Lloyd discuss how the economic outlook is shaping their investment approach and why active management is critical to navigating complexity in today’s fixed income markets.

The rise and role of active ETFs in modern portfolios

Thu, 02 Oct 2025 04:00:00 -0600

In this episode, MJ Lytle, Head of Product Innovation, and Stefan Garcia, Head of EMEA Specialist Sales, delve into the active ETF market, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.

REITs - a forgotten compounder ready for a comeback

Thu, 25 Sep 2025 07:00:00 -0600

In this episode, Lara Castleton discusses the evolving role of Real Estate Investment Trusts (REITs) with Portfolio Managers Greg Kuhl and Danny Greenberger. The conversation covers how REITs, despite recent struggles, present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.

Charting Europe’s path to economic renewal

Fri, 19 Sep 2025 04:00:00 -0600

In this episode, Portfolio Manager Robert Schramm-Fuchs explore how structural reforms in Europe are reshaping the landscape for investors, across sectors and industries.

Where will the next wave of growth leadership emerge?

Wed, 27 Aug 2025 00:00:00 -0600

Stock prices follow earnings growth, and for years the largest companies outpaced the rest. But as these companies’ earnings growth converges with the rest of the market and valuations potentially peak, Portfolio Manager and Equity Research Analyst Brian Recht examines where tomorrow’s leaders may emerge.

Investing in the accelerating trend of generative AI

Wed, 06 Aug 2025 00:00:00 -0600

In this episode, Portfolio Manager Denny Fish discusses how the continued evolution and implementation of artificial intelligence (AI) is impacting companies, tech investors, and the global economy.

Making sense of policy uncertainty in healthcare

Tue, 29 Jul 2025 00:00:00 -0600

In this episode, Healthcare Research Analyst Luyi Guo shares her perspective on proposed pharmaceutical tariffs and drug pricing reform, including how they might spur innovation over the long run.

The short duration shines amid tariff uncertainty

Mon, 21 Jul 2025 07:00:00 -0600

In this episode, Head of Global Short Duration and Liquidity Daniel Siluk and Portfolio Manager Addison Maier discuss how the front end of the yield curve may be well positioned to provide additional carry over cash and capital appreciation while limiting interest rate exposure amid tariff uncertainty.

Inside the world of responsible mining

Mon, 30 Jun 2025 07:00:00 -0600

In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental challenges.

Exploring the dynamics of long-short equity strategies

Fri, 20 Jun 2025 07:00:00 -0600

Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.

Are we seeing a regime shift between U.S. and non-U.S. stocks?

Tue, 10 Jun 2025 00:00:00 -0600

How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Malley explore whether this year’s outperformance by ex U.S. stocks can continue and the implications for investors.

Cross-asset collaboration during market volatility

Mon, 19 May 2025 00:00:00 -0600

In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss how they are navigating tariff-driven volatility and why cross-team coordination is crucial to uncovering relative value opportunities in equity and fixed income.