Podcast Perspectives

Sharing differentiated insights from Janus Henderson's investment specialists.

Global Perspectives: Market GPS investment outlook complexities and opportunities in 2025

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.

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Global Perspectives: Finding balance in a shifting market landscape

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.

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Global Perspectives: AI – Invest with patience

Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.

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Global Perspectives: Can momentum in small caps continue?

The factors driving momentum in small-cap equities and our view on what’s ahead.

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Global Perspectives: Non-U.S. stocks begin to make their case

After years of underperformance, non-U.S. equity markets look poised for better returns.

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