20 episodes

Investment Matters connects you with the investment themes shaping our world. Featuring insights from our investment teams on key economic and market drivers, this channel explains the risks and opportunities uncovered by our research and highlights the implications for investors.

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 timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal.
Not all products or services are available in all jurisdictions.
Janus Henderson Investors is the name under which investment products and services are provided by the entities identified in the following jurisdictions: (a) Europe by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier); (b) the U.S. by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc; (c) Canada through Janus Henderson Investors US LLC only to institutional investors in certain jurisdictions; (d) Singapore by Janus Henderson Investors (Singapore) Limited (Co. registration no. 199700782N). This advertisement or publication has not been reviewed by Monetary Authority of Singapore; (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong; (f) Taiwan R.O.C by Janus Henderson Investors Taiwan Limited (independently operated), Suite 45 A-1, Taipei 101 Tower, No. 7, Sec. 5, Xin Yi Road, Taipei (110). Tel: (02) 8101-1001. Approved SICE licence number 023, issued in 2018 by Financial Supervisory Commission; (g) South Korea by Janus Henderson Investors (Singapore) Limited only to Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations); (h) Japan by Janus Henderson Investors (Japan) Limited, regulated by Financial Services Agency and registered as a Financial Instruments Firm conducting Investment Management Business, Investment Advisory and Agency Business and Type II Financial Instruments Business; (i) Australia and New Zealand by Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its related bodies corporate including Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531, AFSL 444266) and Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244, AFSL 444268); (j) the Middle East by Janus Capital International Limited, regulated by the Dubai Financial Services Authority as a Representative Office. No transactions will be concluded in the Middle East and any enquiries should be made to Janus Henderson. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.
Janus Henderson, Janus, Henderson, Intech, Knowledge Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries.
https://www.janushenderson.com/social/social-media-important-disclosures/

Connections: Investment Matters Janus Henderson Investors

    • Business
    • 4.7 • 14 Ratings

Investment Matters connects you with the investment themes shaping our world. Featuring insights from our investment teams on key economic and market drivers, this channel explains the risks and opportunities uncovered by our research and highlights the implications for investors.

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 timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal.
Not all products or services are available in all jurisdictions.
Janus Henderson Investors is the name under which investment products and services are provided by the entities identified in the following jurisdictions: (a) Europe by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier); (b) the U.S. by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc; (c) Canada through Janus Henderson Investors US LLC only to institutional investors in certain jurisdictions; (d) Singapore by Janus Henderson Investors (Singapore) Limited (Co. registration no. 199700782N). This advertisement or publication has not been reviewed by Monetary Authority of Singapore; (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong; (f) Taiwan R.O.C by Janus Henderson Investors Taiwan Limited (independently operated), Suite 45 A-1, Taipei 101 Tower, No. 7, Sec. 5, Xin Yi Road, Taipei (110). Tel: (02) 8101-1001. Approved SICE licence number 023, issued in 2018 by Financial Supervisory Commission; (g) South Korea by Janus Henderson Investors (Singapore) Limited only to Qualified Professional Investors (as defined in the Financial Investment Services and Capital Market Act and its sub-regulations); (h) Japan by Janus Henderson Investors (Japan) Limited, regulated by Financial Services Agency and registered as a Financial Instruments Firm conducting Investment Management Business, Investment Advisory and Agency Business and Type II Financial Instruments Business; (i) Australia and New Zealand by Janus Henderson Investors (Australia) Limited (ABN 47 124 279 518) and its related bodies corporate including Janus Henderson Investors (Australia) Institutional Funds Management Limited (ABN 16 165 119 531, AFSL 444266) and Janus Henderson Investors (Australia) Funds Management Limited (ABN 43 164 177 244, AFSL 444268); (j) the Middle East by Janus Capital International Limited, regulated by the Dubai Financial Services Authority as a Representative Office. No transactions will be concluded in the Middle East and any enquiries should be made to Janus Henderson. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.
Janus Henderson, Janus, Henderson, Intech, Knowledge Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries.
https://www.janushenderson.com/social/social-media-important-disclosures/

    Global Perspectives: Market GPS 2023 Investment Outlook

    Global Perspectives: Market GPS 2023 Investment Outlook

    In a special episode of Global Perspectives, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead. Global Head of Portfolio Construction and Strategy Adam Hetts moderates the discussion with Jim Cielinski, Global Head of Fixed Income, and Portfolio Managers Jeremiah Buckley and Steve Cain. 

    • 48 min
    Global Perspectives: Charting the trajectory of innovation in Emerging Markets

    Global Perspectives: Charting the trajectory of innovation in Emerging Markets

    Portfolio Managers Daniel Graña and Matthew Culley discuss the role of innovation as a key force driving growth in emerging markets (EM) over the next decade and explain how ESG investing in EM differs from developed markets.

    • 22 min
    Global Perspectives: It is all falling into place for bonds in 2023

    Global Perspectives: It is all falling into place for bonds in 2023

    Co-Heads of Global Bonds, Jenna Barnard and John Pattullo discuss how conditions are in place for bonds to deliver potentially strong returns in 2023 as the market registers the collapse in inflation and central banks retreat.

    • 27 min
    Research in Action: Preparing for a new investment paradigm in 2023

    Research in Action: Preparing for a new investment paradigm in 2023

    Paul O’Connor, Head of the UK-based Multi-Asset Team, Adam Hetts, Global Head of Portfolio Construction and Strategy, and Matt Peron, Director of Research, share their views on inflation, the current rate-hike cycle, and the implications for investor portfolios in 2023.

    • 39 min
    Research in Action: Retail goes on sale, but the payoff may arrive after the holidays

    Research in Action: Retail goes on sale, but the payoff may arrive after the holidays

    Associate Analyst Caroline Escobar joins Director of Research Matt Peron in a discussion about how macro headwinds are weighing on retailers’ valuations. But finding the best value may require a long-term perspective.

    • 25 min
    Global Perspectives: PCS Team offers shock therapy for market turmoil

    Global Perspectives: PCS Team offers shock therapy for market turmoil

    The Portfolio Construction and Strategy (PCS) team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team’s Senior Portfolio Strategists, Lara Reinhard, and Sabrina Geppert.

    • 30 min

Customer Reviews

4.7 out of 5
14 Ratings

14 Ratings

kaytteee ,

5/5 stars!!

Insightful and timely insights

ForzaBen ,

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.

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