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Podcast by Momentum Advisory Group
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Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No forecasts can be guaranteed and there is no guarantee that the information supplied ...
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Global Perspectives: The best sector opportunities in 2025
27:29
27:29
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Interest rates, deregulation, and election outcomes could lead to new sector winners and losers. Portfolio Managers Josh Cummings and John Jordan explain why even as the outlook for earnings growth is strong for 2025, uncertainty around government policy, as well as the evolution of AI and rate moves, argue for a bottom-up approach to investing.…
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Global Perspectives: Integrating ESG for enhanced financial outcomes and a sustainable world
25:52
25:52
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In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.By Janus Henderson Investors
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Finding balance in a shifting market landscape
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34:54
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A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape. In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss economic uncertainties to monitor, the impact of the Federal Re…
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The outlook for securitized as Fed commences rate-cutting cycle
31:53
31:53
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A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets. In this episode, Portfolio Managers John Kerschner and John Lloyd join U.S. Head of Portfolio Construction and Strategy Lara Castleton for a discussion on how the macroeconomic environment is impacting the securitized and multi-sector cre…
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Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.…
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Exploring potential in commercial real estate-backed debt
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31:53
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Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.…
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European equities tapping into global tech themes
36:44
36:44
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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.By Janus Henderson Investors
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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.By Janus Henderson Investors
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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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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
30:58
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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
35:28
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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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The emerging return potential of emerging markets
24:48
24:48
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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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Disinflation creates solid ground for rate cuts
29:47
29:47
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Global Perspectives: Disinflation creates solid ground for rate cutsBy Janus Henderson Investors
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Investing in the small- and midsize healthcare companies innovating for a graying world
27:33
27:33
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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: Can energy hit the right supply/demand balance in 2024?
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18:47
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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: Bank failure risk declines for new year
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15:59
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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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Research in Action: Healthcare’s setup for 2024 strengthens
19:18
19:18
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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
19:28
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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
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17:23
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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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This episode comes from the kitchen table at a country farm in NSW. It captures the reaction of a family coming together for their 1st family assembly.By Momentum Advisory Group
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How much is enough?In this episode I spoke with Arun Abey. Having authored the book ‘How much is enough’ and advised clients in relation to wealth for many years, Arun has deep insight into wealth, purpose and happiness He has a great perspective on how we need to educate and prepare our families to maximise wellbeing.…
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Independent Advice In this episode, I spoke with Paul Heath, CEO at Koda Capital. I partner with Koda and have worked with Paul for over 10 years. We talked about the value of independent financial advice and how the industry will transform in the future. Paul brings a lot of clarity to the concept of family leadership and inter-generational wealth…
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Herding Cattle...A very special family I've been working with closely, held their Family Council meeting in Bondi this week, which was a great opportunity to sit down with the next generation of the family.Here we have 3 bright, thoughtful young adults reflecting on the past two years of experiences, challenges and successes in the development of t…
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'Communication, Communication, Communication...'My father, Graham Jones III was visiting us in Sydney this week, which made it easy to sit down at the kitchen table and talk through his story as executor of his father’s estate. Digging into the application of our family resources revealed a lot about my family story I hadn’t heard before. His story…
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'Good Advice'In this episode I was fortunate to have Alan Heath join me at the kitchen table. Alan has 30 plus years working with families and family offices, and is a guest lecturer at the Harvard Business School Executive Education Program for families in business. I really enjoyed Alan’s global perspective and his insights on family governance.…
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'Our Philosophy'This podcast is a way to share stories from families we support and family advisers we partner with. These stories share a common theme - a critique of the idea that to be wealthy is not just about how much money you have but how you put your family's resources to use for future generations.We are a small family business helping fam…
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