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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af Connections - investment views from Janus Henderson (UK).
ANDRE EPISODE I DENNE PODCAST
Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high yield bond strategies, about how with credit spreads gradually tightening, returns will become less about market direction (beta) and more about identifying individual opportunities (alpha).
A transformative synchronised investment boom into clean technologies is underway in the US and beyond. Adam Hetts talks to Hamish Chamberlayne and Aaron Scully from the Global Sustainable Team.
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Key takeaways
Base effects are distorting inflation figures; a permanent rise in inflation likely requires a …
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Join Adam Hetts as he speaks with Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, about whether there is substan…
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss all things corporate bonds. Topics include philosophy, making the right calls in the crisis, the chances of an aggressive recovery, the prospects…
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