We are closing this channel, but all Janus Henderson audio content is still available on our globalised podcast, Connections: Investment Matters. Please subscribe here to continue receiving timely market updates and insights on key investment themes from our subject matter experts at Janus Henderson Investors. Thank you for listening ..read more

Adam Hetts, Global Head of Portfolio Construction and Strategy, speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment. Key Takeaways: Each economic crisis presents different challenges, and the COVID investment environment ‒ marked by aggressive stimulus and consumer strength ‒ has certainly been unique. A favourable monetary and fiscal backdrop, along with ongoing bouts of volatility, have created value in some unexpected areas of the market thus far. As we enter the next phase of re ..read more

Adam Hetts, Global Head of Portfolio Construction and Strategy, speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment. Key Takeaways: Each economic crisis presents different challenges, and the COVID investment environment ‒ marked by aggressive stimulus and consumer strength ‒ has certainly been unique. A favorable monetary and fiscal backdrop, along with ongoing bouts of volatility, have created value in some unexpected areas of the market thus far. As we enter the next phase of rec ..read more

Inflation, rising interest rates and coronavirus variants could create volatility in financial markets heading into 2022. But in this episode of Research in Action, Director of Research Matt Peron explains why economic growth could still continue in the new year and what that means for equity investors. Key Takeaways As the global economy continues its post-pandemic recovery, above-average inflation, changes to monetary policy and a number of other variables could combine to create volatility for equity markets in the first half of 2022. But we think this volatility will reflect a transition ..read more

Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities. Key takeaways: Technology is providing solutions to major environmental and social challenges, and as a consequence, providing attractive long-term growth opportunities. Tech innovation is inherently a deflationary force, alleviating labour, natural resources and other supply shortages by improving efficiency and productivity. Permeating every aspect of our lives, technology is a truly broad sector, offering an opp ..read more

In a new series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds. Key Takeaways: In the US, the shift to renewable energy could require as much as $1 trillion in spending per year, with implications for almost every area of the economy. While that level of spending may not be feasible, significant investment is occurring in select technologies that will be key to moving the transition forward, such as battery technology ..read more

In a new series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds. Key Takeaways: In the US, the shift to renewable energy could require as much as $1 trillion in spending per year, with implications for almost every area of the economy. While that level of spending may not be feasible, significant investment is occurring in select technologies that will be key to moving the transition forward, such as battery technology ..read more

Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing. Key takeaways: UK equities continue to be undervalued compared to other regions, with domestic-focused smaller companies in particular providing the most attractive opportunities. UK equities are forecasted to, deliver a 20% dividend rise this year, providing a comparable dividend yield versus international markets such as the US.  Rising inflation is creatin ..read more

In the latest episode of Global Perspectives, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. The trio dig deeper into sustainable investing, discussing how ESG analysis is more than just a "score" and how sustainable investing truly impacts the risk and return of all investors’ portfolios. Key Takeaways: ESG analysis should consider the physical and transition risks associated with climate change. Transition risk is the risk that a company’s business model will not adapt to the mov ..read more

In the latest episode of Global Perspectives, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. The trio dig deeper into sustainable investing, discussing how ESG analysis is more than just a "score" and how sustainable investing truly impacts the risk and return of all investors’ portfolios. Key Takeaways: ESG analysis should consider the physical and transition risks associated with climate change. Transition risk is the risk that a company’s business model will not adapt to the mov ..read more