Best G&F Financial Group Podcasts (2024)

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

3d 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
Global Perspectives: Tapping into a broad set of growth drivers in mid-caps 30:58

1M 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
Global Perspectives: Navigating U.S. securitized markets in an uncertain rate environment 35:28

2M 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

1
Global Perspectives: The emerging return potential of emerging markets 24:48

2M 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

1
Global Perspectives: Disinflation creates solid ground for rate cuts 29:47

4M ago29:47

29:47

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

1
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world 27:33

4M 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…

1
How to identify and protect yourself from fraud 15:19

4M ago15:19

15:19

Join us as we explore the most common types of fraud and ways to protect yourself from identity theft to spoofed websites, employment or job scams or romance fraud. Our specialists, Katrina Breukelman and Akram Mourad share some tips on how to prevent yourself from falling prey to scammers and identify some of the red flags. Remember the more you k…

1
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

1
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

1
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

1
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

1
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

1
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

1
Global Perspectives: Market GPS investment outlook – Chain reactions 46:31

6M ago46:31

46:31

Will global markets remain conflicted in 2024? What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge? (Recorded 12/6/23)By Janus Henderson Investors

1
Hamish Chamberlayne Podcast Outlook 2024 25:12

6M ago25:12

25:12

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

1
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

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

7M 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

7M 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

1
Research in Action: Streaming media – a case study in tech disruption 28:13

8M 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…

1
Global Perspectives: Demystifying securitized fixed income 34:55

8M 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

1
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

1
Navigating investments and credit for Gen Z 8:32

9M ago8:32

8:32

In part 2 of our Gen Z finances-focused episode with money advisor Katelynn Dang, we tackle the overwhelming topics of investments, student loans, and credit scores. In this age of information overload, it's challenging to decide where to invest or how to establish a solid credit history. Don't worry–we'll lay down the basics of various investment …

1
Financial foundations: Saving and budgeting for Gen Z 9:26

11M ago9:26

9:26

In part 1 of our two-part episode, we delve into the pressing financial challenges faced by today's young generation, Gen Z. From soaring tuition fees to coping with an unpredictable economy, Money Advisor Katelynn Dang is here to empower you with valuable insights and practical tips on building foundational wealth through saving and budgeting, as …

1
Trust and constraints 29:03

1+ y ago29:03

29:03

Trust is a key factor in investment management and the cost of monitoring and constraining the investment managers is high. In this episode, Myron talks about the balance between trust, monitoring and constraining the investment managers and how it affects the investment process and risk taken. He also delves into the importance of education and tr…

1
Decarbonization 27:04

1+ y ago27:04

27:04

In this special episode, coinciding with the publication in the Journal of Investment Management of a paper by Ashwin Alankar and Myron Scholes titled “Carbon Emissions and Asset Management,” Myron, in conversation with Phil Maymin, unveils a new approach to environmentally friendly portfolio construction, and also offers general insights about the…

1
Efficiency in stock and option markets 37:50

1+ y ago37:50

37:50

Myron, in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.By Janus Henderson Investors

1
How a credit union can help your business 9:15

1+ y ago9:15

9:15

In this episode we hear from a Gulf & Fraser business member, K'Pure Naturals, on how the credit union contributed to their early success selling natural skincare products online. Business Relationship Managers, Sharon and Shaveta describe how a having a financial expert in your back pocket can help propel your business forward. Hosted on Acast. Se…

1
Conundrums of risk management 38:50

1+ y ago38:50

38:50

Myron tackles some of the toughest conundrums in risk management: when to de-risk, when to re-risk, and how to think about risk in a real, multi-period world. Myron, in conversation with Phil Maymin, critiques the standard 60/40 portfolio allocation, highlights the illusion of fixed correlations for risk management, and points out subtle but common…

1
Understanding and building trust 31:30

1+ y ago31:30

31:30

Myron explores how data mining, clustering and reverse engineering of models could create pitfalls for investment managers. Myron, in conversation with Phil Maymin, highlights the importance of building trust in the investment management industry by presenting valid, trustworthy information and cautions investors to not rely on past performance alo…

1
Time Diversification 27:52

2y ago27:52

27:52

In the first episode of the series, Myron explores time diversification and its importance in effecting investment outcomes. Myron, in conversation with Phil Maymin, explains why targeting a specific level of risk over time is equally, if not more important, than cross-sectional diversification.By Janus Henderson Investors

Podcasts Worth a Listen

G&F Financial Group Podcasts

Podcasts Worth a Listen

1
Connections: Investment Matters

Janus Henderson Investors

1
Smart Money

Gulf & Fraser

1
Myron Scholes on Time

Janus Henderson Investors

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

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

1
Global Perspectives: Navigating U.S. securitized markets in an uncertain rate environment 35:28

1
Global Perspectives: The emerging return potential of emerging markets 24:48

1
Global Perspectives: Disinflation creates solid ground for rate cuts 29:47

1
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world 27:33

1
How to identify and protect yourself from fraud 15:19

1
Research in Action: Bank failure risk declines for new year 15:59

1
Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024? 20:19

1
Research in Action: Can energy hit the right supply/demand balance in 2024? 18:47

1
Research in Action: Healthcare’s setup for 2024 strengthens 19:18

1
Research in Action: Finding sustainable growth in the tech sector in 2024 19:28

1
Research in Action: Secular trends outweigh the cyclical in industrials 17:23

1
Global Perspectives: Market GPS investment outlook – Chain reactions 46:31

1
Hamish Chamberlayne Podcast Outlook 2024 25:12

1
Global Perspectives: Listed REITS – catalysts are in place for a re-rating 23:04

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

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

1
Research in Action: Streaming media – a case study in tech disruption 28:13

1
Global Perspectives: Demystifying securitized fixed income 34:55

1
Research in Action: With less oxygen in the economy, what’s next for consumer spending? 28:27

1
Navigating investments and credit for Gen Z 8:32

1
Financial foundations: Saving and budgeting for Gen Z 9:26

1
Trust and constraints 29:03

1
Decarbonization 27:04

1
Efficiency in stock and option markets 37:50

1
How a credit union can help your business 9:15

1
Conundrums of risk management 38:50

1
Understanding and building trust 31:30

1
Time Diversification 27:52

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