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Research in Action: Are insurance stocks on investors’ side?
Research Analysts Andrew Manguart and Ian McDonald join as guests to explain the reasons for accelerating premiums in home, auto, and commercial lines of insurance and why these trends could extend the industry’s recent gains.
Global Perspectives: Redefining growth potential in the technology sector
Portfolio Manager Denny Fish discusses the implications of higher rates and a potential recession on the tech sector and how he sees mega-themes such as artificial intelligence (AI) and cloud computing evolving in the years ahead.
Research in Action: Streaming media – a case study in tech disruption
Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change.
Research Analyst Divyaunsh Divatia takes listeners through the ups and downs of the streaming revolution and explains what it might take for the media industry to come through this period of technological disruption.
Global Perspectives: Demystifying securitized fixed income
Portfolio Managers John Kerschner and Nick Childs discuss the securitized subset of the fixed income market and where they see opportunities for investors to diversify their portfolios and uncover income opportunities.
Research in Action: With less oxygen in the economy, what’s next for consumer spending?
Research Analyst and Consumer Sector Team Lead Josh Cummings joins as a guest to discuss how higher interest rates and a cooling labor market might impact consumer spending.
Global Perspectives: Healthcare’s under-appreciated opportunities
In this episode, Portfolio Managers Andy Acker and Dan Lyons explain how the healthcare sector has evolved since the heady days of the pandemic and what role the sector can play in investment portfolios today.
Insightful and timely insights
Great resource for financial advisors!
New way to access the content at Janus. Good for financial advisors looking to improve their practices or those who focus on retirement plan business.