Best Janus Henderson Investors Podcasts (2024)

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Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 56:42

6d ago56:42

56:42

In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides down…

1
Global Perspectives: Where do we go from here? 25:55

18d 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…

1
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 44:50

1M ago44:50

44:50

As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit an…

1
Global Perspectives: Tapping into a broad set of growth drivers in mid-caps 30:58

2M 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.…

1
EP 64: China's soft landing: fact or fiction? - Income Asset Management 41:17

2M ago41:17

41:17

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertain…

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

3M 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.By Janus Henderson Investors

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Global Perspectives: The emerging return potential of emerging markets 24:48

3M 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.By Janus Henderson Investors

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EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 44:21

3M ago44:21

44:21

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, E…

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Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 31:29

4M ago31:29

31:29

In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Austr…

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Global Perspectives: Disinflation creates solid ground for rate cuts 29:47

5M ago29:47

29:47

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

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

5M 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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EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors 41:52

6M ago41:52

41:52

The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Jan…

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

6M 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.By Janus Henderson Investors

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

6M 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.By Janus Henderson Investors

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

6M 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.By Janus Henderson Investors

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

6M 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.By Janus Henderson Investors

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

6M 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.By Janus Henderson Investors

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

6M 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.By Janus Henderson Investors

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EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management 41:45

6M ago41:45

41:45

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global econ…

1
Hamish Chamberlayne Podcast Outlook 2024 25:12

7M ago25:12

25:12

Global Perspectives: investing in the transformation of a sustainable economyBy Janus Henderson Investors

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

7M 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.By Janus Henderson Investors

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EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare 38:05

8M ago38:05

38:05

The healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some. In this podcast episode, Paul O'Connor, Head of Investments, Netwealth, interviews Andrew Hemming, the Managin…

1
Research in Action: Are insurance stocks on investors’ side? 29:57

8M 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.By Janus Henderson Investors

1
Global Perspectives: Redefining growth potential in the technology sector 27:11

8M 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.By Janus Henderson Investors

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

9M 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…

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EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management 34:06

9M ago34:06

34:06

In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the imp…

1
Global Perspectives: Demystifying securitized fixed income 34:55

9M ago34:55

34:55

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.By Janus Henderson Investors

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Research in Action: With less oxygen in the economy, what’s next for consumer spending? 28:27

9M ago28:27

28:27

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.By Janus Henderson Investors

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Global Perspectives: Healthcare’s under-appreciated opportunities 31:08

9M ago31:08

31:08

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.By Janus Henderson Investors

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EP 57: Explore the intricacies of emerging market equities - Fidelity International 49:45

10M ago49:45

49:45

In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving …

1
EP 56: Exploring green bonds and their impact on ESG strategies - Pendal Group 34:24

11M ago34:24

34:24

Green bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal Group delve into the universe of gree…

1
Ep 55: Private Markets: The new traditional asset class 28:22

1y ago28:22

28:22

In recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Roberto Cagnati, Chief Risk Officer at Partners Group, discuss the advantages of private markets comp…

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EP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin Templeton 31:04

1y ago31:04

31:04

In this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies po…

1
EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management 34:16

1y ago34:16

34:16

In this episode, Aaditya Thakur, Senior Vice President and Portfolio Manager at PIMCO, joins us to unpack the reasons why 2022 was such a challenging year for fixed interests and how this impacts 2023 and beyond. He explores inflation, recession risks, the implications of China reopening, as well as the positive developments in the market and what …

1
EP 52: Is it time to buy bonds? Russell Investments 30:25

2y ago30:25

30:25

With the end of most central bank's quantitative easing programs and the normalisation of cash rates, is now the time to buy bonds again and to increase duration positioning in portfolios? Since central banks commenced explicitly targeting inflation in the mid 1980’s, cash rates and bond yields have fallen creating an environment where fixed intere…

1
EP 51: Investing in the transition to net zero - Janus Henderson 35:36

2y ago35:36

35:36

As the world moves to net zero emissions, natural resources companies will be crucial in facilitating the production and development of renewable, and low carbon energy sources. In this episode, Tim Gerrard, Portfolio Manager at Janus Henderson, shares his investment strategy for net zero emissions and provides some examples of ‘traditional’ resour…

1
EP 50: Rising interest rates and the return of Australia’s two-speed economy - WaveStone Capital 31:52

2y ago31:52

31:52

The resilience of Australia’s economy is about to be tested with strong commodity prices providing some insulation as the RBA becomes increasingly hawkish. WaveStone Capital’s Portfolio Manager Catherine Allfrey joins the show to discusses the divergent paths for resources, financials and industrials and the opportunities available to investors as …

1
EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management 40:32

2y ago40:32

40:32

2022 has finally seen a surge in inflation across developed countries and the big question now is whether this is structural or more transitory. In this episode, we chat with Brett Lewthwaite, Senior Managing Director, Chief Investment Officer, and Global Head of Fixed Income at Macquarie Asset Management, to discuss supply shocks, the changing rol…

1
EP 48: Finding investment opportunities in local markets - First Sentier Investors 43:59

2y ago43:59

43:59

Investor concerns about inflation and rising interest rates are likely exacerbating selloffs and volatility in certain segments of the Australian share market. In this episode, Dushko Bajic, Head of Australian Equities Growth at First Sentier Investors unpacks some of the risks ahead and shares some potential investment opportunities for investors.…

1
EP 47: Asset allocations strategies for inflationary markets - Blackrock 48:48

2y ago48:48

48:48

The pandemic, geopolitical tensions, and international conflicts have disrupted supply chains and have led to unprecedented monetary policies, the full effects of which we are now learning to navigate. In this episode, we hear from Uwe Helmes, Investment Strategies at Blackrock, as he discusses the many nuances of inflation, BlackRock’s recently co…

1
EP 46: Concentrated portfolios: A tool for risk-management - Polen Capital 44:02

2+ y ago44:02

44:02

Equity markets have had a great run over the last decade and have provided investors with very strong returns. But now risk globally has risen due to the tragedy of events unfolding in Ukraine, increased Western countries' tensions with China, and the recent spike in inflation. In this episode of the podcast, Jeff Mueller, a former US Marine, and a…

1
EP 45: Global equities: Finding sustainable competitive advantages - Intermede 29:59

2+ y ago29:59

29:59

In this episode, Paul is joined by Chris Smith, Portfolio Manager at Intermede Investment Partners, to discuss some of the opportunities and challenges facing global equity markets. With markets being at all-time highs, Paul and Chris address rising inflation concerns, geopolitical risks, emerging markets, ESG, and the importance of finding compani…

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EP 44: Income for life: Strategies for retirement - Martin Currie Investment Management 36:03

2+ y ago36:03

36:03

Retirees have traditionally relied on fixed interest and cash allocations in their portfolios to provide sufficient income for life. But the yield or the income return from these defensive asset classes has fallen significantly over the last decade, creating a disconnect between our understanding of income and the traditional risk/return theory. Th…

1
EP 43: The evolution of ESG investment strategies - Russell Investments 53:28

2+ y ago53:28

53:28

Interest in Environmental, Social and Governance investment strategies has grown significantly over the last three year as more investors look for long-term sustainable growth that is align to their personal values. However, the management of ESG strategies varies significantly from active and passive strategies to negative and positive screens. In…

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EP 42: Growth and income opportunities with AREITs - CBRE Investment Management 35:15

2+ y ago35:15

35:15

Australian Real Estate Investment Trusts (AREITs) have been one the biggest beneficiaries of the changing economy over the last 12 months. In this episode, we chat with Justin Pica, Regional Portfolio Manager at CBRE Investment Management, to discuss the future of the office sector, the advent of online shopping, the rise of inflation, and active m…

1
EP 41: Generating income and capital growth with unlisted infrastructure - AMP Capital 39:12

3y ago39:12

39:12

Accessing unlisted infrastructure, like airports and toll roads, can be challenging due to the large capital outlay required. In this episode, we chat with Rory Shapiro, Associate Director at AMP Capital, to explore how investors can generate cashflow with less volatility using unlisted infrastructure. Learn how infrastructure responds to rising in…

1
Ep 40: Investing in the global leaders of tomorrow - Fidelity 40:08

3y ago40:08

40:08

In this episode, we explore the factors driving performance in the global small and mid cap sector and its future outlook with James Abela and Maroun Younes from Fidelity. Discover the opportunities outside of Australia and why more investors should consider a global small and mid cap strategy.

1
Ep 39: Is this time different for bonds? - Schroders 37:15

3y ago37:15

37:15

Bond markets are adjusting after yields moved sharply higher in the first quarter of 2021. Schroders Fund Manager Kellie Wood explores the trends set to shape markets in 2021, and explains why she believes the repricing of bonds represents a healthy reset.

1
Ep 38: Dynamic asset allocations in volatile times - First Sentier 41:45

3y ago41:45

41:45

Kej Somaia, Co-Head of Multi-asset Solutions at First Sentier, outlines the importance of dynamic multi-asset portfolios when investing. We discuss inflation, bond yields, active vs passive strategies, and ethical investing. Kej also shares his thoughts on the next 10 year returns for fixed income and equities given the strong returns of the last d…

1
Ep 37: Global property opportunities for income focused investors - APN Property 52:16

3+ y ago52:16

52:16

Mark Mazzerella, Portfolio Manager at APN Property Group, provides the key attractions of global property REITs for income focused investors, and the unique opportunities presented by the recent pandemic.

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