Episode Synopsis "Where do we go from here?"

Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Portfolio Construction and Strategy.

Listen "Where do we go from here?"

More episodes of the podcast Global Perspectives

• A research-based approach to investing in transformational growth themes
• Market GPS investment outlook complexities and opportunities in 2025
• Investment Outlook 2025
• The best sector opportunities in 2025
• Integrating ESG for enhanced financial outcomes and a sustainable world
• Finding balance in a shifting market landscape
• The outlook for securitized as Fed commences rate-cutting cycle
• AI – invest with patience
• Exploring potential in commercial real estate-backed debt
• European equities tapping into global tech themes
• Can momentum in small caps continue?
• Non-U.S. stocks begin to make their case
• Where do we go from here?
• Tapping into a broad set of growth drivers in mid-caps
• Navigating U.S. securitized markets in an uncertain rate environment
• The emerging return potential of emerging markets
• Redefining growth potential in the technology sector
• Healthcare’s under-appreciated opportunities
• Thematic investing
• Opportunities in equities, fixed income, and multi-asset investing