Best Sice Podcasts (2024)

1
Non-U.S. stocks begin to make their case 25:06

11d ago25:06

25:06

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

1
Where do we go from here? 25:55

3M ago25:55

25:55

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

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

4M ago30:58

30:58

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

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

5M ago35:28

35:28

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

1
The emerging return potential of emerging markets 24:48

5M ago24:48

24:48

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

1
Episode 4 - Chris Helme, The Seahorses & brilliant Solo artist 2:33:47

6M ago2:33:47

2:33:47

A lovely, chatty McChat, over a few drinks with the busker to overnight success and frontman of John Squire’s post Stone Roses band The Seahorses, that is Chris Helme. We talk about him going from having fairly recently learning to play the guitar to full on stardom and supporting The Rolling Stones, addiction, life in general and his excellent new…

1
Disinflation creates solid ground for rate cuts 29:47

7M ago29:47

29:47

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

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

7M ago27:33

27:33

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

1
Episode 3 - Sice, The Boo Radleys 1:24:20

9M ago1:24:20

1:24:20

A most agreeable and lovely chatty McChat with Dr Simon Rownottom, perhaps better known as Sice; all-round top bloke, author, songwriter, lead singer, fguitarist and rontman of Britpop, Trippop greats The Boo Radleys. Covering subjects from mental health, his favourite dead musician, life in a band, kids, the massive hit single that was and is Wake…

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

9M ago15:59

15:59

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

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

9M ago20:19

20:19

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

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

9M ago17:23

17:23

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

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

9M ago19:28

19:28

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

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

9M ago19:18

19:18

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

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

8M 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
Investing in the transformation of a sustainable economy 25:12

9M ago25:12

25:12

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

1
Episode 2 - Ryan Kershaw 37:32

10M ago37:32

37:32

This time I chat with singer/songwriter Ryan Kershaw about life, his album Everything Has Come To This, The Beatles, his songwriting process, Ryan's most prized piece of vinyl, his first Christmas song and of course answers to the question, "why am I doing this?" https://www.buymeacoffee.com/seppi To hear any and all of Ryan's music (including his …

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

10M ago23:04

23:04

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

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

10M 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
Redefining growth potential in the technology sector 27:11

10M 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
Episode 1 - Karen Dunbar 24:43

11M ago24:43

24:43

Me interviewing writer, actor, singer and comedian Karen Dunbar, of Chewin’ the Fat fame and stardom. It’s my first interview and I’m a bit crap at interviewing, so it’s a bit rubbish, but it’s only 20 minutes, so won't hurt for too long. Go on, give it a listen and follow/subscribe to find out about new episodes. Thanks for stopping by. Seppi http…

1
Why am I doing this? Intro 0:46

11M ago0:46

0:46

Welcome to the Why am I doing this? podcast with me Seppi Preston. This is just an intro but, all in all this will be a place where I endeavour to work out why we find ourselves doing the things we do and how they measure up to the image we had in our head before we found ourselves doing them, where we can only ask "Why am I doing this?" Through a …

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

11M ago28:13

28:13

Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change. Research Analyst Divyaunsh Divatia takes listeners through the ups and downs of the streaming revolution and explains what it might take for the media industry to come through this period of t…

1
Demystifying securitized fixed income 34:55

11M 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

12M 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
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

2y 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
Conundrums of risk management 38:50

2y 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
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