Steve Cain and David Elms from the Diversified Alternatives team join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss liquid alternatives at a time when investors are re-evaluating more traditional portfolio allocation philosophies.

In a special episode of Global Perspectives, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead. Global Head of Portfolio Construction and Strategy Adam Hetts moderates the discussion with Jim Cielinski, Global Head of Fixed Income, and Portfolio Managers Jeremiah Buckley and Steve Cain. 

Portfolio Managers Daniel Graña and Matthew Culley discuss the role of innovation as a key force driving growth in emerging markets (EM) over the next decade and explain how ESG investing in EM differs from developed markets.

Co-Heads of Global Bonds, Jenna Barnard and John Pattullo discuss how conditions are in place for bonds to deliver potentially strong returns in 2023 as the market registers the collapse in inflation and central banks retreat.

Paul O’Connor, Head of the UK-based Multi-Asset Team, Adam Hetts, Global Head of Portfolio Construction and Strategy, and Matt Peron, Director of Research, share their views on inflation, the current rate-hike cycle, and the implications for investor portfolios in 2023.

Associate Analyst Caroline Escobar joins Director of Research Matt Peron in a discussion about how macro headwinds are weighing on retailers’ valuations. But finding the best value may require a long-term perspective.

The Portfolio Construction and Strategy (PCS) team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team’s Senior Portfolio Strategists, Lara Reinhard, and Sabrina Geppert.

Portfolio Managers Dan Siluk and Jason England discuss how investors can navigate the short-duration opportunity set within fixed income now that bond yields have returned to attractive levels.

The semiconductor industry has swung from supply shortages to an inventory glut, creating volatility for the stocks. Research Analyst Shaon Baqui offers perspective, saying investors may have to put up with volatility in the near term but that long-term growth drivers and industry rationalization are shaping an attractive future for semis.

Consumers face a complex environment, from rising interest rates to pent-up demand. Even so, Research Analyst Josh Cummings, who leads the Consumer Sector Research Team, says U.S. households remain resilient while at the same time many companies have taken steps to improve operations and facilitate growth.