
Explore insights from Janus Henderson's investment teams and subject matter experts. 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 t... more
| Publishes | Twice monthly | Episodes | 24 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessNewsBusiness News | |||

In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks for energy and financials and explore how interest rates, AI, and evolving policy dynamics are shaping opportunities across their sectors.
Portfolio Managers John Lloyd and Brent Olson share their outlook for fixed income markets in 2026 and discuss why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility.... more
Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital, challenges the notion of a private credit bubble, revealing why asset-backed lending – with its tangible collateral and robust risk controls – offers transparency and resilience ... more
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how ... more
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Global Perspectives launched 9 years ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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