Podcast Perspectives

Sharing differentiated insights from Janus Henderson's investment specialists.

Global Perspectives: U.S. Investment Outlook 2025

Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.

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Global Perspectives: The best sector opportunities in 2025

Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.

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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: The outlook for securitized as Fed commences rate-cutting cycle

A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.

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Global Perspectives: Exploring potential in commercial real estate-backed debt

Our experts discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.

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Our latest thinking on the themes shaping today's investment landscape, delivered every two weeks.