OM DENNE EPISODE
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
Key takeaways:
- Technology is providing solutions to major environmental and social challenges, and as a consequence, providing attractive long-term growth opportunities.
- Tech innovation is inherently a deflationary force, alleviating labour, natural resources and other supply shortages by improving efficiency and productivity.
- Permeating every aspect of our lives, technology is a truly broad sector, offering an opportunity set going beyond the standard classifications of a tech company.
Engelsk
USA
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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
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.
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…
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 …
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).
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…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Janus Henderson Investors, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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