Global Perspectives
Global Perspectives
Janus Henderson Investors
Explore insights from Janus Henderson's investment teams and subject matter experts. 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 is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes. Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. https://www.janushenderson.com/social/social-media-important-disclosures/ Glossary - https://www.janushenderson.com/social/glossary/
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 explore how interest rates, AI, and evolving policy dynamics are shaping opportunities across their sectors.
Feb 11
30 min
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, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility.
Feb 2
21 min
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 asset-backed lending – with its tangible collateral and robust risk controls – offers transparency and resilience in today’s evolving market.
Jan 20
21 min
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, 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.
Jan 15
23 min
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 implications of a K-shaped economy, and strategies for navigating the higher cost of capital.
Dec 19, 2025
44 min
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 markets, where they see opportunities in fixed income, and how they integrate both asset classes to navigate periods of economic transformation.
Nov 20, 2025
22 min
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 also analyze how AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for smaller domestic firms.
Nov 14, 2025
27 min
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 management is critical to navigating complexity in today’s fixed income markets.
Oct 27, 2025
20 min
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, examining how ETFs differ from traditional solutions, as well as the strategic advantages and challenges they present to investors.
Oct 2, 2025
23 min
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 Danny Greenberger. The conversation covers how REITs, despite recent struggles, present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
Sep 25, 2025
27 min
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