พอดคาสท์ Gravitational Performance ชั้นนำ (2024)

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European equities tapping into global tech themes 36:44

3d ago36:44

36:44

European equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.โดย Janus Henderson Investors

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Can momentum in small caps continue? 27:57

3d ago27:57

27:57

Portfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.โดย Janus Henderson Investors

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Non-U.S. stocks begin to make their case 25:06

24d ago25:06

25:06

Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the…

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Where do we go from here? 25:55

3M ago25:55

25:55

Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Por…

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Tapping into a broad set of growth drivers in mid-caps 30:58

4M ago30:58

30:58

Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.…

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Navigating U.S. securitized markets in an uncertain rate environment 35:28

5M ago35:28

35:28

Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs discuss how the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities for risk-adjusted yield.โดย Janus Henderson Investors

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The emerging return potential of emerging markets 24:48

5M ago24:48

24:48

In this episode, Portfolio Manager Daniel Graña explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.โดย Janus Henderson Investors

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Disinflation creates solid ground for rate cuts 29:47

7M ago29:47

29:47

Global Perspectives: Disinflation creates solid ground for rate cutsโดย Janus Henderson Investors

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Investing in the small- and midsize healthcare companies innovating for a graying world 27:33

7M ago27:33

27:33

How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations. In a follow-up discussion to a recent paper , Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportun…

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Research in Action: Secular trends outweigh the cyclical in industrials 17:23

9M ago17:23

17:23

Industrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials.โดย Janus Henderson Investors

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Research in Action: Finding sustainable growth in the tech sector in 2024 19:28

9M ago19:28

19:28

2024 Tech Outlook: Portfolio Managers Denny Fish and Jon Cofsky explain what’s next for artificial intelligence (AI) and other trends that could impact the technology sector in the year ahead.โดย Janus Henderson Investors

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Research in Action: Healthcare’s setup for 2024 strengthens 19:18

9M ago19:18

19:18

2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead.โดย Janus Henderson Investors

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Research in Action: Bank failure risk declines for new year 15:59

9M ago15:59

15:59

2024 Financials Outlook: In this episode, Research Analyst and Portfolio Manager John Jordan shares where he sees the best risk/reward trade-offs in the financials sector.โดย Janus Henderson Investors

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Research in Action: Can energy hit the right supply/demand balance in 2024? 18:47

9M ago18:47

18:47

2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead.โดย Janus Henderson Investors

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Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024? 20:19

9M ago20:19

20:19

2024 Consumer Outlook: Research Analyst Josh Cummings explains which companies could be best positioned to benefit as consumer spending remains robust but the macroeconomic outlook grows more uncertain.โดย Janus Henderson Investors

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Investing in the transformation of a sustainable economy 25:12

9M ago25:12

25:12

Hamish Chamberlayne discusses his outlook for 2024.โดย Janus Henderson Investors

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Listed REITS – catalysts are in place for a re-rating 23:04

10M ago23:04

23:04

Guy Barnard, Co-Head of Global Property Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, review how listed property has fared this year and explain why 2024 may be a more favourable backdrop for the sector.โดย Janus Henderson Investors

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Research in Action: Are insurance stocks on investors’ side? 29:57

11M ago29:57

29:57

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.โดย Janus Henderson Investors

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Redefining growth potential in the technology sector 27:11

11M ago27:11

27:11

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.โดย Janus Henderson Investors

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Research in Action: Streaming media – a case study in tech disruption 28:13

11M ago28:13

28:13

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 t…