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

Important Information:
https://www.janushenderson.com/social-media-guidelines-disclosure/

Knowledge. Shared Janus Henderson Investors

    • Business
    • 4.7 • 12 Ratings

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

Important Information:
https://www.janushenderson.com/social-media-guidelines-disclosure/

    Global Perspectives: Come on down: is inflation priced right?

    Global Perspectives: Come on down: is inflation priced right?

    Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
    Key takeaways
    Base effects are distorting inflation figures; a permanent rise in inflation likely requires a closing of the output gap and momentum in wage inflation.
    Treasury Inflation Protected Securities and floating rate securities may solve one type of risk but can open up investors to other under-appreciated risks; what’s more investors are not absolved of the need to avoid overpaying.
    The world may be less synchronized exiting the pandemic, creating potential opportunities for active investors in emerging markets and across the credit spectrum.
    Important Information:
    The opinions and views expressed are as of the date published and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organization. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
    Fixed income securities are subject to interest rate, inflation, credit and default risk. As interest rates rise, bond prices usually fall, and vice versa. High-yield bonds, or “junk” bonds, involve a greater risk of default and price volatility. Foreign securities, including sovereign debt, are subject to currency fluctuations, political and economic uncertainty and increased volatility and lower liquidity, all of which are magnified in emerging markets.
    Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.
    Duration measures a bond price’s sensitivity to changes in interest rates. The longer a bond’s duration, the higher its sensitivity to changes in interest rates and vice versa.
    Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
    C-0721-38868 12-30-22

    • 35 min
    Global Perspectives: The Outlook for Tech through the Economic Reopening

    Global Perspectives: The Outlook for Tech through the Economic Reopening

    Portfolio Manager Denny Fish joins Adam Hetts in a discussion of how different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

    • 25 min
    Global Perspectives: Sustainable Investing in Clean Technologies

    Global Perspectives: Sustainable Investing in Clean Technologies

    In this episode of our “Global Perspectives” series, Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to discuss the latest trends in sustainability.

    Key takeaways:

    • The US has undergone a huge shift in its stance towards sustainability, with the new Biden administration, the US Federal Reserve (Fed) and the Securities and Exchange Commission (SEC) all focused on tackling climate change.
    • A transformative synchronized investment boom into clean technologies is underway in the US and beyond, with the connection of digitalization, electrification and decarbonization improving efficiency across all industries.
    • Low-carbon investing is more than simply investing in renewable energy companies and removing fossil fuels from a portfolio. We see many opportunities in the technology, business productivity and building sectors that all have a place in creating a greener economy.
    • Intentionality, transparency and consistency are key tenets that span the broad spectrum of sustainable investing.

    • 34 min
    Plan Talk: How to Engage and Motivate Retirement Plan Participants

    Plan Talk: How to Engage and Motivate Retirement Plan Participants

    One of the biggest challenges retirement plan sponsors face is how to effectively communicate with participants and keep their attention. And in today’s virtual world, it’s more challenging than ever. In this episode of Plan Talk, Retirement Director Ben Rizzuto outlines several ideas for interacting with participants to help them stay engaged with their retirement plans.

    • 17 min
    Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?

    Plan Talk: The Hardest Part About Getting Your Finances in Order: Where to Start?

    Like the prospect of cleaning up a messy room, taking those first steps toward financial independence can feel overwhelming. In fact, 53% of millennials are not sure where to start when it comes to making financial decisions. Retirement Director Ben Rizzuto shares three simple ideas to help younger people clean up their financial rooms through budgeting, controlling spending and making a written plan.

    • 14 min
    Global Perspectives: Reflation: Is This the Real Thing or Just Fantasy?

    Global Perspectives: Reflation: Is This the Real Thing or Just Fantasy?

    Join Adam Hetts, Global Head of Portfolio Construction and Strategy, as he speaks with Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo about whether there is substance to the reflation trade.

    Key Takeaways:

    • The consensus trade expects inflation, but much of this may already be priced in, creating potential opportunities in medium-term bond yields if inflation proves transitory.
    • An excess of private savings before COVID-19 required governments to spend to balance private-sector saving. In some ways, today’s fiscal stimulus is an extension of the response to the deleveraging environment that lingered after the Global Financial Crisis.
    • For reflation to be convincing, we need to see evidence that households and businesses are changing their behavior toward taking on more debt – yet credit demand remains soft and markets seem to be ignoring weaker data in China.

    Important Information:

    Credit Spread is the difference in yield between securities with similar maturity but different credit quality. Widening spreads generally indicate deteriorating creditworthiness of corporate borrowers, and narrowing indicate improving.

    Duration measures a bond price’s sensitivity to changes in interest rates. The longer a bond’s duration, the higher its sensitivity to changes in interest rates and vice versa.

    10-Year Treasury Yield is the interest rate on U.S. Treasury bonds that will mature 10 years from the date of purchase.

    Volatility measures risk using the dispersion of returns for a given investment.

    Inflation: a general increase in prices and fall in the purchasing value of money.

    Basis point (bp) equals 1/100 of a percentage point. 1 bp = 0.01%, 100 bps = 1%.

    Quantitative Easing (QE) is a government monetary policy occasionally used to increase the money supply by buying government securities or other securities from the market.

    Reflation: expansion in the level of output of an economy by government stimulus, using either fiscal or monetary policy.

    The views presented are as of the date published. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment and does not form part of any contract for the sale or purchase of any investment. Past performance is no guarantee of future results. Investing is subject to risk, loss of principal and fluctuation in value.

    Not all products or services are available in all jurisdictions. This material or information contained in it may be restricted by law, and may not be reproduced or referred to without express written permission or used in any jurisdiction or circumstance in which its use would be unlawful. Janus Henderson is not responsible for any unlawful distribution to third parties, in whole or in part. The contents have not been approved or endorsed by any regulatory agency.

    Janus Henderson Investors is the name under which investment products and services are provided in (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 Capital Management LLC only to institutional investors in certain jurisdictions, (d) Singapore and South Korea by Janus Henderson Investors (Singapore) Limited, (e) Hong Kong by Janus Henderson Investors Hong Kong Limited. This material has not been reviewed

    • 41 min

Customer Reviews

4.7 out of 5
12 Ratings

12 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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