<p>Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.</p><p>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.</p>

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.

The best sector opportunities in 2025

Explore insights from Janus Henderson's investment teams and subject matter experts.

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 is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors.

We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.

Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication.

Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

https://www.janushenderson.com/social/social-media-important-disclosures/

Glossary - https://www.janushenderson.com/social/glossary/

Business

News

Investing

Business News

Explore insights from Janus Henderson's investment teams and subject matter experts. 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 is complete or timely. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal. Not all products or services are available in all jurisdictions. Issued by Janus Henderson Investors. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes. Outside of the U.S.: For use only by institutional, professional, qualified and sophisticated investors, qualified distributors, wholesale investors and wholesale clients as defined by the applicable jurisdiction. Not for public viewing or distribution. Marketing Communication. Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. https://www.janushenderson.com/social/social-media-important-disclosures/ Glossary - https://www.janushenderson.com/social/glossary/

Share The best sector opportunities in 2025

Sign up to save your podcasts

The best sector opportunities in 2025

The best sector opportunities in 2025

More shows like Global Perspectives

Investing Insights

Bloomberg Surveillance

Masters in Business

Odd Lots

Notes on the Week Ahead

Investors' Chronicle

Capital Ideas Podcast

Up First from NPR

UBS On-Air: Market Moves

The Long View

Barron's Streetwise

Barron's Advisor

Barron's Live

On Investing

Market take

Myron Scholes on Time