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How do we build an inclusive world? Hear intimate and in-depth conversations with changemakers on disability rights, youth mental health advocacy, prison reform, grassroots activism, and more. First-hand stories about activism, change, and courage from people who are changing the world: from how a teen mom became the Planned Parenthood CEO, to NBA player Kevin Love on mental health in professional sports, to Beetlejuice actress Geena Davis on Hollywood’s role in women’s rights. All About Change is hosted by Jay Ruderman, whose life’s work is seeking social justice and inclusion for people with disabilities worldwide. Join Jay as he interviews iconic guests who have gone through adversity and harnessed their experiences to better the world. This show ultimately offers the message of hope that we need to keep going. All About Change is a production of the Ruderman Family Foundation. Listen and subscribe to All About Change wherever you get podcasts. https://allaboutchangepodcast.com/
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. 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. Janus Henderson Investors is the name under which investment products and services are provided by the entities identified in the following jurisdictions: (a) Europe by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier); (b) the U.S. by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc; (c) Canada through Janus Henderson Investors US LLC only to institutional investors in certain jurisdictions; (d) Singapore by Janus Henderson Investors (Singapore) Limited (Co. registration no. 199700782N). This advertisement or publication has not been reviewed by Monetary Authority of Singapore; (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong; (f) Taiwan R.O.C by Janus Henderson Investors Taiwan Limited (independently operated), Suite 45 A-1, Taipei 101 Tower, No. 7, Sec. 5, Xin Yi Road, Taipei (110). Tel: (02) 8101-1001. Approved SICE licence number 023, issued in 2018 by Financial Supervisory Commission; (g) South Korea by Janus Henderson Investors (Singapore) Limited only to Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations); (h) Japan by Janus Henderson Investors (Japan) Limited, regulated by Financial Services Agency and registered as a Financial Instruments Firm conducting Investment Management Business, Investment Advisory and Agency Business and Type II Financial Instruments Business; (i) Australia and New Zealand by Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its related bodies corporate including Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531, AFSL 444266) and Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244, AFSL 444268); (j) the Middle East by Janus Capital International Limited, regulated by the Dubai Financial Services Authority as a Representative Office. No transactions will be concluded in the Middle East and any enquiries should be made to Janus Henderson. 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, Janus, Henderson, Intech, Knowledge Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. https://www.janushenderson.com/social/social-media-important-disclosures/
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. 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. Janus Henderson Investors is the name under which investment products and services are provided by the entities identified in the following jurisdictions: (a) Europe by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier); (b) the U.S. by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc; (c) Canada through Janus Henderson Investors US LLC only to institutional investors in certain jurisdictions; (d) Singapore by Janus Henderson Investors (Singapore) Limited (Co. registration no. 199700782N). This advertisement or publication has not been reviewed by Monetary Authority of Singapore; (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong; (f) Taiwan R.O.C by Janus Henderson Investors Taiwan Limited (independently operated), Suite 45 A-1, Taipei 101 Tower, No. 7, Sec. 5, Xin Yi Road, Taipei (110). Tel: (02) 8101-1001. Approved SICE licence number 023, issued in 2018 by Financial Supervisory Commission; (g) South Korea by Janus Henderson Investors (Singapore) Limited only to Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations); (h) Japan by Janus Henderson Investors (Japan) Limited, regulated by Financial Services Agency and registered as a Financial Instruments Firm conducting Investment Management Business, Investment Advisory and Agency Business and Type II Financial Instruments Business; (i) Australia and New Zealand by Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its related bodies corporate including Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531, AFSL 444266) and Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244, AFSL 444268); (j) the Middle East by Janus Capital International Limited, regulated by the Dubai Financial Services Authority as a Representative Office. No transactions will be concluded in the Middle East and any enquiries should be made to Janus Henderson. 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, Janus, Henderson, Intech, Knowledge Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. https://www.janushenderson.com/social/social-media-important-disclosures/
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow. Portfolio Manager Dan Lyons joins this episode of Global Perspectives to provide an update on popular GLP-1 weight-loss therapies and discuss whether sales of the drugs can continue to grow and the impact on the overall healthcare sector.…
In this episode, Director of Research Chris Benway explains how his team’s sector specialists conduct deep fundamental research to identify potential winners and laggards in an environment where stock market dispersion is increasing.
Portfolio Manager and Equity Research Analyst Brian Recht discusses transformational themes, with a focus on cloud computing and digitization, that he believes will drive future economic growth and provide long-term investment opportunities.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers. Portfolio Managers Josh Cummings and John Jordan explain why even as the outlook for earnings growth is strong for 2025, uncertainty around government policy, as well as the evolution of AI and rate moves, argue for a bottom-up approach to investing.…
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape. In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss economic uncertainties to monitor, the impact of the Federal Reserve’s (Fed) rate-cutting cycle, artificial intelligence’s (AI) productivity boost, and the latest fundamental opportunities in both equities and fixed income. They also weigh in on why a flexible asset allocation approach might prove valuable in today’s complex markets.…
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets. In this episode, Portfolio Managers John Kerschner and John Lloyd join U.S. Head of Portfolio Construction and Strategy Lara Castleton for a discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.…
Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.…
Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.…
European equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.
Portfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.
Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the end of July, before the market pullback on August 5. However, the views shared during the discussion have not changed.…
Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Portfolio Construction and Strategy.…
Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.…
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