Podcasts about Janus Henderson

Amazon spent over a decade as a misunderstood stock - volatile, unprofitable, and often written off. But for those who looked past the noise, it became one of the greatest investments of our time. Today, Janus Henderson sees echoes of that journey in Spotify. It may not look like a market leader yet, but under the surface, the building blocks of enduring growth are falling into place. In this episode, Josh Cummings explains how volatility creates opportunity, why time is a long-term investor's best friend, and what separates the winners from the noise. Is Spotify your second shot at an Amazon-style success?

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Connell Hasten of Victory Park Capital and Sukh Grewal of Janus Henderson for a deep dive into the evolving dynamics of public and private asset-backed markets. From their unique career paths to the strategic partnership between their firms, Connell and Sukh explore how collaboration across public and private markets is enhancing investment opportunities for insurance asset managers.   Listeners will gain valuable insights into the symbiotic relationship between ETFs and private ABL investments, and how insurers are leveraging both to manage liquidity, diversify portfolios, and improve yield in today's market. The discussion also tackles macro trends driving interest in asset-backed lending, emerging collateral types, and what characteristics these seasoned professionals look for in the next generation of investment talent. Whether you're rethinking your asset allocation or simply looking to stay ahead of industry shifts, this episode delivers actionable perspectives tailored for insurance investors.

Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute's investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway's Warren Buffett - surprising investors at the company's annual meeting by announcing he will step down as CEO… The team broke down his legacy and what's next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street's top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit. Squawk on the Street Disclaimer

The recent surge in gold prices has been described by some as a once-in-40-year gift for investors. It has been a perfect backdrop for the precious metal, driven by a weaker US dollar, escalating US-China trade tensions, and growing concerns about global economic stability. Gold equities have also participated in the rally, although not quite to the same extent as the underlying commodity. So, where to for gold from here and which companies are best placed to capitalise? To help answer those questions, Livewire's James Marlay was joined by Ben Richards from Seneca Financial Solutions and Daniel Sullivan from Janus Henderson.​ Ben and Dan share their perspectives on the current gold market dynamics, where they are finding value amongst explorers, developers and producers, and – most importantly, which stocks they like.  Please note this episode was filmed on 9 April 2025.  

Recent weeks have delivered a fresh bout of volatility across global markets, driven by tariff tantrums, bending bond markets, and irritable investors. Nothing has been spared, not even commodities. Prices for iron ore have softened, copper has been smashed, and coal has continued to come under long-term pressure. But as seasoned investors know, periods of weakness can often uncover the most compelling opportunities. With that in mind, Livewire's James Marlay sat down with two commodities specialists in Janus Henderson's Daniel Sullivan and Seneca Financial's Ben Richards to pick through the rubble. They share their outlooks for key commodities, the forces shaping supply and demand, and where they're finding value — both on the ASX and globally. Please note this episode was filmed on 9 April 2025.

Retail investors aren’t yet ready to jump on the private credit bandwagon, according to Janus Henderson. “The skepticism there should be real,” John Kerschner, the firm’s head of US securitized products, talking about exchange-traded funds focused on direct lending. “The underlying isn’t nearly as liquid and hasn’t really been tested throughout a real dislocation credit cycle,” Kerschner tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Spencer Cutter in the latest Credit Edge podcast. Kerschner and Cutter also discuss the outlook for the US economy and consumers, collateralized loan obligations, relative value in securitized credit and fund flows.See omnystudio.com/listener for privacy information.

In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.

Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin, and guest contributor Emanuele Rossi from Mountain Protocol cover the industry leading headlines and market movements, including USDM, Figure, and Invesco all tokenizing RWAs! This week features Nick Carmi, VP of Institutional Markets at Figure Markets in an interview with Jason Barraza, covering their publicly-registered $YLDS product, forward vaults, and more! STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9  Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q  Read the December 2024 RWA Securities Market Update: https://docsend.com/view/6vf42wm8quhnttuv  Company of the Week - Herwig: Invesco Company of the Week - Kyle: AVR Solar Park  = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Nico: https://www.linkedin.com/in/nicopantelis/  Jason: https://www.linkedin.com/in/jasonbarraza/  Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial  The Market Movements 1. Mountain Protocol's USDM Now Supported on Ledger https://medium.com/@MountainUSDM/mountain-protocol-partners-with-ledger-01c0b8f98390  2. Circle to Expand to Bermuda for Money Market Funds https://crypto.news/circle-to-expand-tokenized-money-market-operations-in-bermuda/  3. $BUIDL Reclaims throne as #1 and surpasses $1B https://www.coindesk.com/business/2025/03/13/blackrock-s-buidl-fund-tops-usd1b-with-ethena-s-usd200m-allocation  4. S&P Global Ratings Assigns AA+f / S1+ to Janus Henderson & Anemoy Tokenized Fund https://en.cryptonomist.ch/2025/03/12/janus-henderson-anemoy-the-tokenized-fund-receives-the-highest-category-rating/  The Token Debrief 1. Cantor Fitzgerald Launches Bitcoin-Backed Loans, Selects Anchorage Digital and Copper.co https://www.prnewswire.com/news-releases/cantor-fitzgerald-partners-with-digital-asset-custodians-anchorage-digital-and-copperco-to-support-bitcoin-financing-business-302397938.html  2. Rome Protocol and KiiChain Partner for Tokenization and Cross-chain Lending in Latin America https://crypto.news/exclusive-rome-protocol-and-kiichain-partnering-to-improve-rwa-tokenization-in-latam/  3. Securitize Places Onchain Price Feeds with Redstone https://securitize.io/learn/press/redstone-selected-by-securitize-as-blockchain-oracle-partner-bringing-all-its-tokenized-assets-to-defi-ecosystems  4. Mercado Bitcoin to Issue $200M in Assets in LatAm, Tokenized on Polygon https://www.coindesk.com/markets/2025/03/12/mercado-bitcoin-polygon-labs-look-to-issue-usd200m-worth-of-tokenized-assets-in-latin-america  5. MetaWealth Launches 10th Asset: Wyndham Grand La Cala Golf Residences https://www.linkedin.com/posts/metawealthapp_asset-10-is-now-live-welcome-to-wyndham-activity-7305545400004833280-mMPp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAB1jcwoBLLGgrwl0xQgVcNMUDJZa3vbF48E  6. DigiFT Tokenizes Invesco Private Credit Strategy Fund on Arbitrum: $iSNR https://cointelegraph.com/news/digift-invesco-private-credit-token-arbitrum  7. Bahrain Exchange ATME Launches Gold-Backed Token, Supported by Central Bank of Bahrain https://news.bitcoin.com/bahrain-digital-exchange-atme-introduces-tokenized-gold/  8. Serbian Solar Park Tokens Yield 6% Interest https://balkangreenenergynews.com/serbias-first-ever-tokenization-in-energy-sector-saraorci-solar-project-yields-6-interest/  = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:59 Market Movements 26:39 STS Interviews: Figure Markets 36:54 Token Debrief 46:30 RWA Foundation Update 48:17 Companies of The Week

Vorig jaar werden aandeelhouders uitzonderlijk goed beloond, blijkt uit cijfers van vermogensbeheerder Janus Henderson. De 1200 grootste beursgenoteerde bedrijven ter wereld keerden samen voor 1750 miljard dollar aan dividend uit, 6,6 procent meer dan in 2023. Bij Nederlandse bedrijven was die stijging van deze beloning voor aandeelhouders zelfs 10 procent! Goed nieuws voor de economie, of laat dit vooral zien dat aandeelhouders slapend rijk worden ten koste van anderen? Jan Willem Wesselink bespreekt het met: * Gerben Everts van de Vereniging voor Effectenbezitters * Sander Heijne, economisch journalist en hoofdredacteur van Vrij Nederland

Les entreprises mondiales ont versé des dividendes record en 2024 : 1750 milliards de dollars. C'est colossal et cette tendance implique bon nombre de questions. Mais déjà, comment expliquer cette dynamique ?  Pour vous faire une idée et mieux comprendre, ces dividendes mondiaux de 1750 milliards de dollars représentent l'équivalent du produit intérieur brut (PIB) d'un pays comme la Corée du Sud. Deux principales raisons à ce niveau : d'abord, les valeurs des entreprises de la tech ont bénéficié de résultats exceptionnels. Il faut souligner un tournant majeur pour trois d'entre elles puisque pour la première fois de leur histoire, les états-uniennes Meta et Alphabet, tout comme la chinoise Alibaba ont versé des dividendes à leurs actionnaires. Le secteur plait beaucoup, porté évidemment par l'intelligence artificielle. Autre explication, c'est que ce niveau de dividendes mondiaux est porté par les valeurs financières. Comprenez par là les banques et les assurances par exemple ! Faut-il récompenser les actionnaires ? Ce niveau record de dividendes mondiaux d'un montant de 1750 milliards de dollars signifie tout simplement que ce sont les actionnaires qui vont se partager cette somme. Un résultat qui prouve que l'économie mondiale, stimulée, on l'a dit notamment, par les valeurs du secteur de la tech, va plutôt bien.  À lire aussiLes grandes entreprises annoncent des dividendes record en France et dans le monde au deuxième trimestreDe là à dire que c'est une bonne nouvelle, il faut relativiser, car comme souvent, pas de réponse claire, nette et précise. D'un côté, oui, c'est une bonne nouvelle, cela veut dire que les entreprises sont assez prospères et qu'elles font assez de résultats pour distribuer des dividendes. Et récompenser les actionnaires, c'est les inciter à réinvestir une partie de leur capital en action. Par ailleurs, un bon cours de bourse, c'est important pour une entreprise.D'un autre côté, on se doit de nuancer car ces dividendes records, c'est de l'argent qui n'est pas directement réinvesti par les entreprises pour préparer leur croissance future et en plus cela contribue à entretenir les inégalités, alors qu'au même moment les filets sociaux sont de plus en plus minces parce que les finances d'un nombre grandissant d'États sont dans le rouge.  Alors sur le fond, est-ce que récompenser un actionnaire avec plusieurs millions de dollars de dividende, c'est une bonne chose, quand un travailleur en reçoit  seulement quelques dizaines de milliers par an, la question se pose ! À quoi sert cet argent ? Dans la grande majorité des cas, il semble que ces dividendes servent plus à faire grandir le patrimoine des actionnaires, qu'à stimuler le développement des entreprises. Concrètement, une grande partie de cet argent serait d'abord investi dans la pierre pour constituer un patrimoine immobilier en achetant maison et appartement. C'est moins risqué que les actions et les produits financiers. Cela entretient une économie de rente, moins intéressante collectivement. Mais on peut aussi taxer ces dividendes pour les redistribuer à destination des ménages les plus modestes. C'est une option que beaucoup considèrent comme viable, mais attention, dans un monde concurrentiel et mondialisé, la marge de manœuvre est faible, car les gouvernements ont peur de la fuite des capitaux et hésitent donc à taxer davantage les revenus financiers. La question est donc : quelle politique mener ? Cela va être tout l'enjeu de ces prochains mois car, malgré un environnement économique incertain, notamment marqué par les tensions commerciales depuis le retour de Donald Trump au pouvoir, le cabinet Janus Henderson table sur une croissance globale de 5 % pour cette année. Une hausse qui, appliquée aux dividendes, les porterait vers un nouveau record de 1 830 milliards de dollars. 

Adam Hetts, global head of multi-asset at Janus Henderson Investors, says the stock market entered the year in "goldilocks mode," at all-time highs and with positive conditions, but the late-cycle economy is facing policy drag and "a lot of those risks have teeth," which is bringing recession back into the conversation. Hetts adds that with a market near record levels, it makes the current rally feel fragile, as if it's easier to move down than keep climbing, and he says there may be a correction as the market re-assesses its current standing, which could create new buying opportunities. Allison Hadley discusses a Howdy.com survey showing that many Americans would leave their job if it weren't for the need for their current health insurance coverage. Plus, Chuck answers a listener's question about fairness in setting up gift and legacy accounts for grandchildren, and Jay Woods, chief global strategist at Freedom Capital Markets, talks stocks in the Market Call.

20 Feb 2025. We look at more earnings with Etihad, The Abu Dhabi airline said passenger numbers climbed more than 30%, to 19 million. Plus, Ali Dibadj who overseas more than quarter of a trillion dollars as CEO of Janus Henderson joins BB and answer all investing questions. And, Aldar unveils "The Wilds", a new Dubai community designed for sustainable living. CEO Jonathan Emery gave us the details of what to expect.See omnystudio.com/listener for privacy information.

Is Inclusion in FinTech Still Just Talk—or Are We Finally Taking Action?On this episode of FinTech's DEI Discussions, host Nadia sits down with Christine Meredith, Head of Fixed Income Technology at Janus Henderson Investors and Investment Woman of the Year winner.Christine shares her journey into FinTech, the hurdles she faced breaking into leadership, and why inclusion isn't just a conversation - it's an action. From navigating an eight-round interview process to challenging industry norms, she reflects on the power of representation, the role of middle management in DEI, and why workplace authenticity must be earned. - Why does middle management hold the key to true inclusion?- How can we move beyond just identifying problems and start solving them?- What does it really take to thrive in a male-dominated industry?FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

As the market continues to digest the back and forth on tariffs, where's the best place to put money to work? Janus Henderson makes the case for small and mid cap stocks. Plus, a new investigation by China and increasing competition on AI – we'll get you set up for Alphabet's earnings. And, Greg Ip discuss the darkening clouds around Europe. 

Brendan Carroll is a Senior Partner at Victory Park Capital, which he co-founded in 2007. In this episode, we discussed the evolution of private credit investments, how they can be made more friendly to insurers and the acquisition of VPC by Janus Henderson Investors. Enjoy the show! Overview of podcast with Brendan Carroll, Victory Park Capital 01:00 Getting started in investing 03:00 Setting up the firm in GFC 06:00 Asset backed lending 07:30 Insurance-friendly strategies 09:00 Insurers are the fastest growing LP types 13:00 The industry has always been competitive 17:30 Historic data sees through cycle 18:30 Business review triggers 28:00 The Janus Henderson acquisition 31:00 Developing ChatVPC

Hablamos de perspectivas de mercados para 2025 en La entrevista Capital con Juan Fierro, director para Iberia de Janus Henderson. En la tertulia Capital analizamos la actualidad económica y política con Raul Sanchez Newlink Agencia Comunicación; Jose Ramon Riera, Economista y empresario y con Antonio Díaz Morales, consejero independiente en empresas de Educación. Y Tomás García-Purriños, Estratega Senior de Asset Allocation de Santander Asset Management nos explica las principales referencias a tener en cuenta en la sesión de hoy.

What's holding back Intel, Boeing, and other iconic names. Plus, progress at AT&T. And REIT picks from Janus Henderson. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tune in to this episode of the Security Token Show where this week Herwig Konings covers the industry leading headlines and market movements, including the RWA chain wars and more tokenization market activity!   Special Announcement, STM will be revealing a special project on Tuesday at the Benzinga Future of Digital Assets conference, live in NYC and livestream: https://www.benzinga.com/digital-assets  Join the TokenizeThis 2025 waitlist at summit.stm.co!   Company of the Week - Herwig: BUIDL   The Market Movements Liquidity Products Go Multi-Chain: BUIDL and BENJI: https://securitize.io/learn/press/blackRock-launches-new-buidl-share-classes-across-multiple-blockchains https://blockworks.co/news/franklin-templeton-launches-benji-on-ethereum    First Tokenized Fund Rated by Moody's and Particula: Anemoy's LTF, Managed by Janus Henderson: https://centrifuge.mirror.xyz/6rlZ9ZD9OPRuFwVj5cRvguaqAEelyUMEnlgOyvphKOo   Tether Launches Hadron RWA Tokenization Platform: https://tether.io/news/hadron-by-tether-platform-brings-simplified-asset-tokenization-to-the-mass-market/   Arca and BlockTower to Merge for Growth in Digital Asset Space: https://www.ar.ca/blog/arca-and-blocktower-intend-to-merge-unlocking-synergies-and-growth-opportunities Tokenized Burgers: Furahaa Group's Issuance on INX, Live November 20th: https://www.coinspeaker.com/french-fast-food-chain-furahaa-group-enters-tokenization-market-inx-listing/  Avalon Labs Launches USDa: Bitcoin-Backed, Overcollateralized Stablecoin: https://www.cryptotimes.io/2024/11/12/avalon-labs-launches-bitcoin-backed-usda-stablecoin/ ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 0:52 Special Announcement: Project Reveal at Benzinga on Tuesday, TokenizeThis 2025 2:31 Market Movements 17:15 Company of The Week: BUIDL

Hacemos balance de lo que llevamos de ejercicio y repasamos dónde pueden estar ahora las oportunidades con Mario Aguilar, de Janus Henderson.

Crypto markets teeter on edge as the Fed contemplates a 25-50 basis point rate cut. Bitcoin holds steady at $58,480 while top Binance traders lean bearish. Former President Trump reveals his crypto U-turn, crediting NFT success. Janus Henderson joins the blockchain fray with a new treasury fund. Worldcoin expands to Solana, and the NFT Act gains traction. Meanwhile, Changpeng Zhao's prison release date is set, and Solana's Breakpoint 2024 sells out, potentially signaling a bullish trend for SOL and related tokens. HOW CAN I SUPPORT YOU ASK? SUBSCRIBE:⁠RARE BITS PODCAST⁠    WATCH: ⁠RAREBITS LIVE YOUTUBE⁠   READ: RARE BITS SUBSTACK⁠  Follow on X: BEATBROKER RARE BITS LIVE GET SOME MERCH RARE BITS GEAR:⁠RARE BITS MERCH⁠

Carl Quintanilla and Sara Eisen tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

While Warren Buffett's favourite holding time may be forever, the average holding period for a typical investor is now just 5.5 months. In a world where news, analysis and investment ideas are readily available at our fingertips, investors have quickly forgotten the benefits of long-term compounding and instead are focused on the next great stock, driven likely by their fear of missing out.   We've all succumbed to it, there's no point denying it. How many of us jumped on the buy-now-pay-later trend, the lithium trend, the uranium trend, and now, the AI trend, as stocks soared to stratospheric heights? How many of us have attempted to hold on for dear life (HODL) as some of these companies crashed back to Earth?   So, how can you identify the companies that continue to win over the long term? And by long term, I don't mean five-plus years, but 20.   In this episode of The Rules of Investing, Janus Henderson's Josh Cummings outlines what makes a winning long-term stock - a process that has helped the team top the league tables for their consistent outperformance over the last five and 10 years - and provides a few examples.We also take a deep dive into artificial intelligence - and why Cummings believes AI will become even larger, more pervasive, and more impactful on our lives than we could ever conceive of today.   https://www.livewiremarkets.com/wires/the-secret-to-finding-stocks-you-can-hold-for-20-years   Timecodes 0:00 - Intro 2:16 - The secret to consistent long-term outperformance 3:30 - What the team got right and wrong over the last 12 months 4:38 - The impact of AI on mega-cap tech companies 7:19 - Is there too much "faith" in the AI theme? 9:48 - Is this the death of value investing? 11:58 - What it's like on the ground in the US right now 15:14 - Impact of cumulative inflation on businesses 18:13 - Nvidia's antitrust charges 20:42 - Factors that can help investors identify consistent winners 22:58 - Celebrity CEOs and red flags 25:20 - Should you really HODL? 26:58 - Smaller companies employing disruptive innovation 31:13 - Lessons from the team's meeting with OpenAI CEO Sam Altman 33:49 - Innovation is a scale game - why the big are only going to get bigger 35:01 - What could go wrong with AI (i.e. are we in for an iRobot scenario) 40:22 - Two things investors are getting wrong today 42:36 - Why you should invest in what you know (and trust your gut) 46:45 - One stock Josh Cummings would own if the market closed for 5 years

Geldsegen für Anlegerinnen: Im zweiten Quartal 2024 wurden weltweit so hohe Dividenden ausgeschüttet wie noch nie. Laut Marc Theis, Schweiz-Chef von Janus Henderson, haben die Banken von den hohen Zinsen profitiert und die Technologieriesen Meta, Alphabet und Alibaba erstmals Dividenden ausgezahlt. SMI: -0.3%

Apple's new iPhone 16 launch fails to send stocks higher, as investors and customers must wait for full AI features. Meanwhile, rival Huawei secures more than 3 million pre-orders for its new tri-fold phone. U.S. equities rebound from its worst week of the year, as soft-landing hopes boosts the S&P 500 to its biggest daily jump in three weeks. Also in China, export data exceeds forecasts, while imports declined near the flatline amid low domestic demand. In the U.S., Kamala Harris and Donald Trump get ready to face off in their first presidential debate, as polls show a neck-to-neck Presidential race. Global dividends hit a fresh record in the second quarter, as more firms are either raising payouts or maintaining them, according to Janus Henderson.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Een groot Amerikaans bedrijf zit om de tafel met boze aandeelhouders. Ze dienen een recordaantal voorstellen in. Het ziet er somber voor ze uit: sinds de jaren 90 luistert de directie namelijk niet naar ze en neemt geen een voorstel over. Deze aflevering komt dit bekende bedrijf aan bod, maar ook de miljarden die Google en Apple moeten aftikken in Europa. Want het is Brussel gelukt: ze krijgen van de rechter gelijk. Apple moet 13 miljard euro betalen (vanwege een omstreden belastingconstructie in Ierland), Google moet bijna 2,5 miljard neertellen omdat het misbruik maakt van zijn macht.  Je hoort of beleggers dat gaan merken en de winst moeten delen met boze ambtenaren in Brussel. Ook hoor je (weer) over problemen bij Duitse autobouwers. Een nieuwe dag, dus weer een dag met zorgen voor Volkswagen. Maar er is ook een concurrent die het zwaar heeft. Veel slecht nieuws. Goed nieuws is er gelukkig ook en dat komt een keer van Tesla.See omnystudio.com/listener for privacy information.

La gestora tiene una trayectoria de 90 años a sus espaldas y casi dos décadas de presencia en España, ¿cuál es su visión de mercado en el entorno actual?

Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show! Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors 02:00 I initially wanted to become a fighter pilot, but then got glasses and that dream went out the door 06:00 Brazilian Jiu Jitsu taught me to stay calm under pressure and not panic when stock prices fall, and it also got me interested in emerging markets 08:30 There seems to be more interest in emerging markets ex-China mandates. What is your take on China? 11:30 Electric vehicles are not a hype in China; it is something that is actually happening 13:30 Large swaths of the Chinese equity market might be uninvestable for certain types of investors. 17:30 [If China invades Taiwan] I think this is going to be a much bigger question than what happens to equity assets. 20:30 A lot of Trump's policies are inflationary: tariffs are inflationary, clamping down on immigration is inflationary, which is going to circle back to monetary policy 21:00 Harris will probably represent a continuity of current policies with a focus on domestic policies 23:00 What has crept up for developed markets in recent years is debt loads 26:30 US interest rates have historically been the achilles heel of emerging markets 30:00 The best performing emerging market over the last five years is not India, it is Taiwan. And it is not just TSMC 35:00 When you look at emerging markets, what you are going to notice is a distinct lack of Amazon. Local players are better suited to navigate the local regulations and payment systems 36:30 India is the only economy that can grow their GDP in mid to high single digits in the next decade or two 39:00 The impact of the Systematic Investment Plan on the Indian equity market 42:00 Any favourite companies in emerging markets?

Arranca una nueva semana en la que los mercados van a estar muy atentos a la publicación de datos muy relevantes para los bancos centrales a ambos lados del Atlántico. En Europa el jueves y el viernes se publicará el IPC preliminar del mes de agosto en España, Francia, Alemania y la eurozona. Mientras que en EEUU el viernes los inversores van a conocer la referencia favorita de la Fed: el PCE deflactor. Además el miércoles la “magnífica Nvidia pasará por el confesionario y hará públicos sus resultados trimestrales. ¿Qué podemos esperar esta semana de las bolsas? Lo analizamos en la Tertulia de Mercados de Capital Intereconomía con Martina Álvarez, directora de ventas para Iberia de Janus Henderson y Christian Rouquerol, managing director en Tikehau Capital para Iberia y Latinoamérica.

Shiloh Bates welcomes John Kerschner, Head of U.S. Securitized Products and a Portfolio Manager for JAAA at Janus Henderson, to the podcast. John explains the relative attractiveness of CLO AAAs versus other asset classes; how his team chooses CLO AAAs; and if he thinks the market should expect continued CLO tightening. 

A Janus Henderson strategist talks about fixed income opportunities. Jack looks at why Wall Street is slowly warming to Campbell. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Portfolio Construction and Strategy.

Send us a Text Message.Have you ever wondered what courage, strength, or fortitude you might have if faced with a life-changing adversity?This week's guest, Sarah de Lagarde, faced such a challenge in 2022 when an accident on the London Underground that resulted in her becoming a double amputee. Sharing the intimate thoughts and emotions she experienced during the hardest moments of her life, Sarah provides a candid lens into the resilience practices she relied on to bounce back and heal.  Sarah's journey is nothing short of inspirational. Utilizing advanced prosthetic technology, including an AI-powered bionic arm, she manages her day-to-day activities and professional commitments with determination and strength.As the Global Head of Corporate Affairs at Janus Henderson, she continues to lead with resilience and positivity. As a mother and wife, she balances her heart work with the professional and advocacy responsibilities that remain important to her, exemplifying the power of human spirit and adaptability.Join us as we explore Sarah de Lagarde's incredible journey of resilience and what helped her to turn a life-altering event into a source of strength and hope. This episode is a testament to the possibilities in overcoming personal and professional challenges, while learning to live without fear.

Apple showed off its long-awaited AI integration—dubbed Apple Intelligence—at the WWDC today in Cupertino. We break down all the angles you need to know. Plus, Dr. Scott Gottlieb on Eli Lilly's Alzheimer's drug getting FDA recommended and former United Airlines CEO on the road ahead for the Southwest CEO after Elliott Management revealed a stake in the airliner. Janus Henderson portfolio manager Jeremiah Buckley on how the next leg of the bull market could unfold.

Whether a bundt cake bakery or an internet address, if it generates steady cash, it can be diced up in the financial alchemy of securitization. In this Exchange podcast, Janus Henderson's John Kerschner explains the promise and perils, and why the oddest assets can be the best. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.

The podcast episode of The Rainmaker Podcast, hosted by Dan DiDomenico, features TF Meagher, the Head of North America Institutional Distribution at Janus Henderson Investors. The episode provides insights into Meagher's career, his leadership philosophy, and the strategies he employs at Janus Henderson to drive success in institutional sales.Meagher begins by sharing his background, mentioning his roots in the Chicago suburbs and his educational journey at the University of Illinois. He highlights his career trajectory, including roles at Aegon Asset Management and UBS before joining Janus Henderson in 2021. At Janus Henderson, he oversees a team of 20 people focused on institutional sales, consultant relations, and client management. He emphasizes the importance of teamwork and the client-first approach, which aligns with the firm's mission and values under the leadership of CEO Ali Dibadj.Meagher discusses the sales process at Janus Henderson, noting the importance of being client-centric and the need for his team to be experts in the specific market segments they serve. This expertise allows them to understand and address the unique challenges of their clients, whether they are public pension plans, nonprofits, endowments, foundations, or family offices. He also mentions the balance between strategic and tactical sales plans, emphasizing the need to adapt to the macro-environment and client feedback.The conversation shifts to the internal communication and management practices within his team. Meagher highlights the use of a CRM system to capture client feedback and track sales activities, despite the general reluctance of salespeople to engage with such systems. He explains how leveraging data from CRM and AI can optimize their sales processes and enhance their ability to meet client needs. Additionally, Meagher stresses the importance of maintaining internal relationships across the organization to ensure efficient operations and client satisfaction.On leadership, Meagher advocates for a collaborative approach, focusing on team success rather  than  individual  achievements. He underscores the significance  of  staying in front of clients to maintain relevance and passion in the sales field. For young  professionals entering the industry, he advises developing a deep understanding of  investment products, fostering internal relationships, and outworking the competition.The episode concludes with Meagher's reflections on the challenges in the current market environment, particularly the need for differentiation and the effective use of data to back up sales strategies. Overall, Meagher's insights offer valuable lessons on leadership, client  engagement, and the importance of a data-driven approach in institutional sales.

En el tiempo de Tertulia analizaremos con nuestros invitados cuales van a ser las grandes claves de la semana en los mercados financieros y daremos ideas de inversión con Juan Fierro, director para Iberia en Janus Henderson; Ricardo Comín, Director Comercial en Vontobel Para Iberia; Óscar Esteban, director de ventas de Fidelity International y con Elena Domeq, subdirectora de Estrategia de JP Morgan AM. Además en la preapertura Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas europeas comienzan la semana a la baja en una sesión marcada por la festividad en Wall Street y la Bolsa Londres, lo que podría influir en el volumen y la volatilidad del mercado europeo. Los inversores estarán hoy atentos a indicadores clave como el IFo de confianza empresarial en Alemania, que servirá para evaluar el estado de la economía alemana, y a los resultados de Solaria que ofrecerán una visión sobre la salud del sector energético en España y las perspectivas futuras en el ámbito de las energías limpias. Mirando más allá de la jornada de hoy, la semana presenta varios eventos económicos importantes como el Índice de Precios al Consumidor (IPC) de mayo de la zona euro, el Libro Beige de la Reserva Federal o el PCE deflactor en EEUU. Además publicarán resultados a lo largo de los próximos días otras empresas como HP, Costco o Saleforce. En la tertulia de mercados de Capital Intereconomía Juan Fierro, director para Iberia en Janus Henderson; Ricardo Comín, director comercial en Vontobel para Iberia; Óscar Esteban, director de ventas de Fidelity International; Elena Domeq, subdirectora de Estrategia de JP Morgan AM, analizan estas referencias y la situación del mercado.

In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show! Overview of Podcast with Julian McManus, Janus Henderson Investors 02:00 Getting into Japanese equities fresh out of law school 04:00 We still invest in Japan 07:00 Abe's reforms and book value quant trades 08:00 The Japanese government has woken up to the urgence to create national champions in strategically important industries 09:50 Japan is going to be one of the most important semiconductor manufacturing hubs globally outside of Taiwan 11:00 Toyota and the demand for hybrides 14:00 There is still a notion among some investors that you invest in US stocks and international is where you go on vacation 15:30 Tech companies outside of Magnificent 7, why haven't they increased alongside? 16:30 Many investors have trouble paying more than 25 times, one year forward earnings for any European stock 19:00 Yes, there is geopolitical risk in TSMC, but TSMC is not living in a vacuum 20:00 We are of the position that China will never be able to invade Taiwan 22:00 Because we have a large position in (defence company) BAE Systems, that allows us to have a large position in TSMC as well. 23:00 We own three of the Magnificent 7 25:00 We believed for a very long time that Apple and Tesla were overvalued and avoided those 28:30 The uncomfortable question about AI is: Are you going to reinvest the productivity gains or let them flow down to the bottom line? 30:00 On the dangers of overdiversification 36:00 Rates are typically something we don't want to take a bet on 37:00 Defence spending will need to catch up in Europe

Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week of earnings season, with 30% of the S&P 500 and 20% of the Dow reporting. Clough Capital's Vince Lorusso and G Squared Private Wealth's Victoria Greene discuss.

Chris Herringshaw is the Chief Technology Officer at Janus Henderson Investors, overseeing all technology aspects and serving on the Executive Committee. With over 15 years at Citadel Investment Group, he led Global Infrastructure Technology as Managing Director. Chris founded Quova, now part of NuStar, and held roles including Vice President of Engineering and CTO. He holds a BS in computer systems engineering from the University of Michigan, and actively contributes to shaping technology's future through advisory roles and industry forums. In this conversation, we discuss:Venturing from entrepreneur to an established company.Chris Herringshaw's background in technology, including his experience at Janus Henderson Investors and as a CTO at venture-backed startups.How FinTech companies leverage the power of AI while mitigating risks associated with its unpredictable nature.Why human decision making still trumps AI and algorithmic based trading decisions in certain contexts.Predictions on where AI is headed in the next 12 months.The role of AI governance in ensuring the responsible and effective use of artificial intelligence.ResourcePrevious episode about an AI app platform that's growing faster than OpenAI Learn more about Janus Henderson AI fun fact article

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den Absturz der Trump-Aktie, KI-Fantasie bei Micron und fragwürdige Reddit-Moves. Außerdem geht es um Tesla, Nvidia, Mondelez, Netflix, Wendy's, Janus Henderson, MSG Sports, 3M, Solventis, GE Aerospace, GE Vernova, GE Healthcare, Sandoz, Novartis, WK Kellog, Kellog, Veralto, Danaher, Crane und Keynote Spin-Off Fund (WKN: A2PBAA). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Noticias Económicas y Financieras Los esfuerzos para prohibir TikTok en Estados Unidos están llegando con fuerza y ​​rapidez. La Cámara de Representantes votará hoy un proyecto de ley bipartidista que obligaría a la empresa matriz china ByteDance $BDNCE a vender su participación en las operaciones de TikTok en Estados Unidos o enfrentaría una prohibición a nivel nacional de las tiendas de aplicaciones en la plataforma de videos de formato corto. El martes, Wall Street cerró sólidamente al alza después de que el último informe de inflación al consumidor hizo poco para alterar las expectativas del mercado sobre recortes en las tasas de interés. El índice de precios al consumidor avanzó un 0,4% mensual en febrero, como se esperaba, y se aceleró ligeramente con respecto al aumento del 0.3% de enero. El IPC subyacente, que excluye alimentos y energía, aumentó un 0.4% mensual, un poco más que la cifra prevista del +0.3%. $BA A medida que aumentan los problemas de calidad de Boeing, las principales aerolíneas están reduciendo sus expectativas de entrega de aviones o incluso están considerando cambiar de proveedor. Los aviones Boeing han estado involucrados en percances de seguridad consecutivos, el último fue un incidente de fuga de combustible a bordo de un vuelo de United Airlines $UAL el lunes. Los pagos de dividendos a accionistas de todo el mundo alcanzaron un récord de 1.66T de dólares el año pasado, un aumento interanual del 5.6%, según un nuevo informe del gestor de activos Janus Henderson. La inflación aumenta: el oro cae después de nueve días de ganancias récord.

Stocks fell into the close, ending at session lows. Janus Henderson's Marc Pinto and UBS' Jason Draho break down the market action ahead. After attending a White House roundtable on health care costs, Mark Cuban joins to talk his company Cost-Plus Drugs, regulating AI, if tech stocks are in a bubble and more. Wedbush analyst Matt Bryson breaks down SuperMicro's move higher and what could be next for investors. Cyberark CEO Matt Cohen on the move in cyber stocks. JPMorgan analyst Chris Hovers previews the week ahead in retail earnings.

All too many commentators on the UK economy are “default decliners,” according to Simon French, chief economist and head of research at UK investment bank Panmure Gordon: there's nothing they can't put a lousy spin on.French and Janus Henderson portfolio manager Laura Foll join this week's Merryn Talks Money to share their UK economic outlook for 2024. The data on the British economy isn't looking bad at all, French says—certainly not as bad as the numbers coming out of Germany.They also discuss their expectations for house prices and what sectors look promising right now. See omnystudio.com/listener for privacy information.

Today's episode of Manager Meetings is our first sponsored show, with our friends at Janus Henderson Investors. I had the chance to speak with Daniel Graña, who is responsible for Janus Henderson's emerging markets equity strategy. Janus Henderson is a leading global asset manager with $400 billion under management. Our conversation covers some stories of the wild west early days in emerging markets, Daniel's strategy focusing on the intersection of good companies with good governance and good countries, portfolio construction, application of the process to China, benefits of aligning with a large organization when tackling emerging markets, and the case for emerging markets today. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

On today's show we'll discuss another empty room – an opportunity ignored by most investors because they either don't want to or can't participate. Andy Acker is a Portfolio Manager at our anchor sponsor, Janus Henderson Investors, where he manages the firm's healthcare strategies. Janus Henderson is a global asset manager with $300B in assets under management, and Andy oversees the firm's Global Life Sciences strategy and its Biotechnology strategy. Biotech stocks have been crushed despite significant advances in drug development, making it a proverbial empty room with only specialists and contrarians left standing. Our conversation starts with Andy's path to becoming a healthcare investor, scientific innovation over his time at Janus Henderson, translation of science into commercial success for businesses, and the 90/90 rule for how stocks behave. We then turn to his investment process across filtering ideas, research, assessment of management teams and commercial success, portfolio construction, trading around names, and private crossover investing. We close with Andy's perspective on opportunities and risks to the space from here, and green shoots he sees that might fill seats in the empty room. For full show notes, visit the episode webpage here.    Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership   

Today's Sponsored Insight features, Thomas Haugaard, a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors where he helps manage $1.3 billion just one year into the team's tenure at JHI. Thomas spent the last decade in the strategy with the same team, a prior decade in emerging markets research, and a decade before that in academia studying emerging markets. Our conversation covers Thomas' path to investing, the opportunity set and misconceptions of hard currency debt, and his team's approach to the sector. This is our third sponsored insight from Janus Henderson, following conversations with Daniel Grana on emerging market equities and Andy Acker on biotech. Those insights are replayed in the feed. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Markets vacillated throughout the session but ended the day little changed after Friday's rally. Solus' Dan Greenhaus and Edward Jones' Mona Mahajan break down the market action and what how they are recommending clients position their portfolios heading into year-end. Bernstein's Stacy Rasgon on what investors need to know about Nvidia's new AI chip, unveiled today. The Blueshirt Group's Gary Dvorchak will be at the Xi Jinping banquet at this week's APEC summit; he shares what both sides hope to gain from sideline talks. Janus Henderson's Global Head of Multi-Asset, Adam Hetts, on where investors can find value right now. Plus, Courtney Reagan looking ahead to a major week of retail earnings and Morgan speaks with Tyson CEO on the changes in consumer behavior he is seeing. 

Adam Hetts, global head of multi-asset at Janus Henderson Investors, says the economy is somewhere between a soft and hard landing, but that anyone expecting a mild recession should watch for it to last about nine months, but with the market bottoming out typically a few months before the recession ends, investors will want to stay the course through the bear market trough, rather than moving into cash to get the high current yields and play defense. With lower expected stock returns and improved bond returns, Hetts says riding out a balanced portfolio should provide both safety and growth potential. Also on the show, Cheryl Pate of the Angel Oak Financial Strategies Income Term Trust says the banking industry's wild ride since the failure of Silicon Valley Bank in March has created a strong opportunity for bank debt to outperform moving forward, Natalie Trevithick of Payden and Rygel discusses the investment-grade corporate bond market ad when investors will want to start pursuing longer-duration bonds, and Buck Klintworth of Chase Investment Counsel talks technical analysis and what it means that the Nasdaq technically moved into correction territory on Thursday.

Third straight day of gains for the major averages. Janus Henderson's Matt Person and Macquarie's Thierry Wizman break down the market action and the fall in yields. Adobe CEO Shantanu Narayen on the company's newest round of generative AI models and how enterprise customers are using them. RockCreek CEO and former World Bank CIO Afsaneh Beschloss on geopolitical risks to the market. Plus, Energy Fuels CEO Mark Chalmers on navigating global tensions while mining and refining rare earths and a first look at the Birkenstock IPO price with former Target Vice Chairman Gerald Storch.