Podcast Perspectives

Sharing differentiated insights from Janus Henderson's investment specialists.

Global Perspectives: What’s next for booming weight-loss drugs

New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.

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Global Perspectives: Embracing research as stock market dispersion grows

The importance of fundamental research in an environment where stock market dispersion is increasing.

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Global Perspectives: A research-based approach to investing in transformational growth themes

A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.

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