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Connections - investment views from Janus Henderson (UK)Episodes
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We are closing this channel, but all Janus Henderson audio content is still available on our globalised podcast, Connections: Investment Matters.Please subscribe here to continue receiving timely market updates and insights on key investment th
Adam Hetts, Global Head of Portfolio Construction and Strategy, speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment.Key Takeaways:Ea
Adam Hetts, Global Head of Portfolio Construction and Strategy, speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment.Key Takeaways:
Inflation, rising interest rates and coronavirus variants could create volatility in financial markets heading into 2022. But in this episode of Research in Action, Director of Research Matt Peron explains why economic growth could still contin
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities. Key takeaways:Technology is providing solutions to major enviro
Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.Key takeaways:UK equities continue to be undervalued
In a new series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.Key
In the latest episode of Global Perspectives, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. The trio dig deeper into sustainable i
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, to talk through their views on bond markets. They explain why they think bond yields have behaved logicall
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.Key takeawaysBase effects are distorting inflation figur
A transformative synchronised investment boom into clean technologies is underway in the US and beyond. Adam Hetts talks to Hamish Chamberlayne and Aaron Scully from the Global Sustainable Team.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.Join Adam Hetts as he speaks with Jenna Barnard and John Pattullo, Co-Heads of
Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high yield bond strategies, about how with credit spreads gradually tightening, returns will become less about market direction (beta) and more about identifying individual
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss all things corporate bonds. Topics include philosophy, making the right calls in the crisis, th
Adam Hetts talks to Nick Maroutsos and Jason England, portfolio managers on the Absolute Return Income strategies, about combating the challenges created for bond investors by super-accommodative monetary policy and why they are avoiding what t
Which way do markets turn following the US election? Recorded on November 5 as votes continued to come through, our panel of investment professionals gave their views on what the result could mean for investors.
In the third episode of Global Perspectives, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends
In this episode, Global Sustainable Equity portfolio managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to decode sustainability and discuss their approach to sustainable investing.
In the first in the series, Adam Hetts talks to Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo. In a candid conversation, the trio cover global credit, inflationary threats, the impact of COVID, fool’s yield and false summit
Market volatility continues as some recently reopened areas of the US and other countries experience a spike in new coronavirus cases. In our ongoing series on COVID-19, Portfolio Manager and Research Analyst Dan Lyons and Director of Research
In the sixth installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and
In the fifth installment of a series on the scientific and investment implications of COVID-19, Biotech Analyst, Agustin Mohedas, discusses how efforts to develop treatments and vaccines have accelerated innovation in healthcare. He also provid
The search for an effective COVID-19 treatment is gaining momentum, with public and private entities partnering to speed the process. In this fourth installment of a series on the scientific and investment implications of COVID-19, Portfolio Ma
In the third installment of a series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney focuses on the impact of the virus within the US and explores the related developments. He discusses how the country
In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued sys
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