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Global Perspectives

Global Perspectives

De : Janus Henderson Investors
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 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/© Janus Henderson Group plc Economie Finances privées Politique et gouvernement
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    Épisodes
    • Private Credit myths versus market realities

      Private Credit myths versus market realities
      Jan 20 2026

      Brendan Carroll, Co-Founder and Senior Partner at Victory Park Capital, challenges the notion of a private credit bubble, revealing why asset-backed lending – with its tangible collateral and robust risk controls – offers transparency and resilience in today’s evolving market.
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      21 min
    • Dissecting consumer shifts - health, technology, and the investment implications

      Dissecting consumer shifts - health, technology, and the investment implications
      Jan 15 2026

      Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.

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      23 min
    • Investment outlook 2026 (EMEA)

      Investment outlook 2026 (EMEA)
      Dec 19 2025

      In this discussion, Janus Henderson's investment experts delve into the market outlook for 2026, exploring AI's role in economic growth, the implications of a K-shaped economy, and strategies for navigating the higher cost of capital.
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      45 min
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