20 episodes

The Knowledge. Shared podcast from Janus Henderson provides timely views on market events, insight on global economic and market drivers, which themes are reshaping our world and how investors can benefit, as well as the latest thinking from our investment teams.

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.

For U.S. investors only

Knowledge. Shared Janus Henderson Investors

    • Investing
    • 5.0 • 1 Rating

The Knowledge. Shared podcast from Janus Henderson provides timely views on market events, insight on global economic and market drivers, which themes are reshaping our world and how investors can benefit, as well as the latest thinking from our investment teams.

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.

For U.S. investors only

    Global Perspectives: Demystifying Sustainable Investing

    Global Perspectives: Demystifying Sustainable Investing

    While there are many approaches to sustainable investing, the key common denominator is profit, people and planet. In this episode of our series, “Global Perspectives,” Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to help decode sustainable investing.

    • 26 min
    Global Perspectives: Why Low Rates Are Here to Stay

    Global Perspectives: Why Low Rates Are Here to Stay

    To kick off our new series, “Global Perspectives,” Global Head of Portfolio Construction and Strategy Adam Hetts is joined by Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income. In a candid conversation, the trio talk about the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

    • 36 min
    COVID-19: Implications of Rising Case Numbers in the U.S.

    COVID-19: Implications of Rising Case Numbers in the U.S.

    Unlike some countries that have “flattened the curve,” the U.S. is experiencing a sharp rise in COVID-19 cases. In this episode, part of a series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas explains why the U.S. trajectory has diverged, but also notes that the outbreak’s dynamics are changing, with important implications for the next phase of the pandemic.

    • 10 min
    Plan Talk: Plan Sponsors, Are You Listening to Participants?

    Plan Talk: Plan Sponsors, Are You Listening to Participants?

    In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses why it’s important for retirement plan sponsors to listen to plan participants in order to understand their needs – particularly during these challenging times. He suggests plan sponsors can gauge investor sentiment by reviewing participant surveys and record-keeper reports and use that data to create better education programs and resources.

    • 20 min
    What Will it Take to Reopen the Global Economy?

    What Will it Take to Reopen the Global Economy?

    In this latest installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.

    • 10 min
    COVID-19: Understanding the Science & Investment Implications (Part V)

    COVID-19: Understanding the Science & Investment Implications (Part V)

    In the latest installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas discusses how efforts to develop treatments and vaccines have accelerated innovation in health care. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.

    • 10 min

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