Investment team guests explore asset class themes and share their on-the-ground perspective. Our Portfolio Construction & Strategy Team hosts bring the client perspective as part of lively debates. 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 ...
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Gulf & Fraser provides our credit union members with a full range of personal and business banking, investment, and insurance solutions. For over 80 years we have been committed to empowering our communities through local collaboration, financial wellness education, and reliable advice and service. We’re Gulf & Fraser and we’re here to Power your possible. Learn more at gulfandfraser.com. Hosted on Acast. See acast.com/privacy for more information.
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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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The Curators are a staunchly independent group led by Paul Lobosco, a leading advocate for policies that empower the people and highlight the forces that are subjugating the public for the greed and power ambitions of the oligarchs. We seek solutions for a thriving America and a better world. Many of the values we promote have been reflected in the presidential platform of Robert F. Kennedy, Jr. We highlight how the Industrial Complex is increasingly undermining the physical, mental, emotion ...
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AI – invest with patience
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27:41
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27:41
Portfolio Managers Alison Porter and Richard Clode join Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the implications for the technology sector in terms of demographic differences, geopolitical factors, and why patience is a key virtue when investing in an emerging tech wave like AI.…
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Exploring potential in commercial real estate-backed debt
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31:53
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31:53
Portfolio Manager Jason Brooks and Pat Brophy, Portfolio Manager at Forum Capital Advisors join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss the current landscape in commercial real estate and emerging opportunities for investors in both private and public commercial real estate-backed debt.…
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European equities tapping into global tech themes
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36:44
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36:44
European equities Portfolio Manager Tom O’Hara joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss the prospects for European equities – and how companies in the region are starting to benefit from large-scale Artificial Intelligence (AI) investment.Von Janus Henderson Investors
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Can momentum in small caps continue?
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27:57
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27:57
Portfolio Managers Jonathan Coleman and Justin Tugman discuss macroeconomic, valuation, and cyclical factors driving momentum in small cap. They share insights on the economic outlook and key themes to watch in both growth and value investing.Von Janus Henderson Investors
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Non-U.S. stocks begin to make their case
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Portfolio Managers Julian McManus and Christopher O’Malley join Lara Castleton, U.S. Head of Portfolio Construction and Strategy, to discuss their outlook for non-U.S. equities, pointing out that valuations, elevated interest rates, and artificial intelligence (AI) are among many tailwinds for the asset class. Note: This episode was recorded at the…
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The Curators with David Walker
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36:50
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PLEASE SUBSCRIBE TO OUR CHANNEL👏👏👏 We are The Curators for the Kennedy Curious. We are the wide awake, the non-programmable, and the non-exploitable. We seek a better world for our children and fully support the solutions proposed by Robert R. Kennedy, Jr. In a conversation about fiscal sanity, Dave and I recall his tenure in the Clinton and Bush a…
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The Curators w/ Robby G. of Recover Revolution NJ
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46:33
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46:33
Solutions in a world of addiction and disconnection. Robby is on the front lines of making a better world. These are the unsung heroes. Let the world take note- The Kennedy/Shanahan ticket will not sit back and let corporate kleptocracy take over the lives of our millions of struggling citizens. Please subscribe to our show and leave a positive rev…
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The Curators with Martha Magee
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51:39
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Martha Magee is an incredibly gifted writer, poet and singer-songwriter. Martha is a Truth Seeker, Healer, Love Master in training and Creative Genius. And she is a trauma survivor. There is no day that Martha does not brighten with her spirit and wisdom. Hear Martha discuss with Paul the truly transformational nature of the Bobby Kennedy candidacy…
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The Curators with Dr. Peter McCullough
1:04:30
1:04:30
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The Curators welcomes Dr. Peter McCullough, renowned cardiologist, internist and epidemiologist, for a discussion about medical challenges facing our population today. (We do not offer medical advice. Please consult with your physician.) Dr. McCullough raises significant questions surrounding pandemic responses and the policies that led to signific…
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Where do we go from here?
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25:55
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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 Por…
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Dick Russell - The Man Who Knows RFK Jr
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1:00:22
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Renowned author and environmental activist Dick Russell joins us on today’s podcast. Mr. Russell has published fifteen books, including many critically acclaimed works, such as: - "The Man Who Knew Too Much", a story about Richard Nagell and the JFK assassination, was hailed by Publisher’s Weekly as “a masterpiece of historical reconstruction.”; - …
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Tapping into a broad set of growth drivers in mid-caps
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Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.…
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Pharma Controls the Medical System, Root Cause Solutions for Chronic Illness
1:14:31
1:14:31
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1:14:31
Dr. Elena Monarch obtained her Ph.D. in Clinical Psychology from Emory University in Atlanta. Dr. Monarch has learned to identify and treat patients with PANS/PANDAS, tick-borne diseases, and other inflammatory health conditions affecting the brain. Oftentimes, her patients have been misdiagnosed with psychiatric and neurological disorders. Dr. Mon…
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Kelly Ryerson - Let's Stop Poisoning our Food Supply with Roundup
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53:15
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Kelly Ryerson , AKA "The Glyphosate Girl", has been on a crusade to eliminate glyphosate, the active ingredient in Roundup from our food supply. Roundup is a known carcinogen. She is an environmental health writer and public health advocate. After developing several chronic health conditions, Kelly left her career in finance to study functional hea…
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Jim Gale - Food Forest Abundance
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48:56
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48:56
Jim Gale, Founder of FoodForestAbundance.com and the Earth Council, joins Paul and Jonny for a very enlightening deep dive into the solutions of nature and how ordinary people can create their own food independence. Jim's tour of his lush personal forest of abundance, which took only two years to develop, is a demonstration of how the people can re…
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Navigating U.S. securitized markets in an uncertain rate environment
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35:28
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Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs discuss how the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities for risk-adjusted yield.Von Janus Henderson Investors
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The emerging return potential of emerging markets
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24:48
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In this episode, Portfolio Manager Daniel Graña explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.Von Janus Henderson Investors
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Bridging the Generations under Robert F. Kennedy Jr.
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40:08
Connor Harsch, a brilliant 24-year old student of history and political activist, joins Paul for a discussion on how Robert F. Kennedy resonates across all generations. The fundamental principles espoused by Mr. Kennedy transcend any and all divides facing our nation. Connor's article "Be Still, America" can be found here: https://www.people4kenned…
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The Curators with Karen Lorre
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54:08
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54:08
Actress, activist, author and healer Karen Lorre lends her spirit and wisdom to our show. Jacqueline, Aaron and Paul are thrilled to speak with Karen about Bobby Kennedy and the existential issues facing our nation. Karen has known Bobby Kennedy for 33 years. Learn in this spirited and entertaining discussion why Robert F. Kennedy Jr. is a once-in-…
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The Curators with Kim Konte - Non-Toxic Neighborhoods
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Kim is the founder of the national non-profit Non-Toxic Neighborhoods, Director of Jane Goodall's Roots & Shoots, Board Member of the Herd Foundation, Certified in Organic Land Management, North American UN Committee Member for the Children's Right to a Healthy Environment Council, former City of Irvine Commissioner. In November 2015, Kim helped la…
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Identifying the Problem and the Need for a Peaceful Revolution
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53:21
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53:21
The Curators discuss toxins in our food supply from glyphosate and other chemicals, RFK Jr and the Monsanto lawsuit, and question why Europe bans many chemicals and food additives that are allowed in the US. Please subscribe to our show and leave a positive review on Apple, Spotify or wherever you listen - thank you! https://twitter.com/Curators24 …
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Dillin Degnan: Overcoming Family Misfortune Through Political Action
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27:35
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27:35
Paul invites Dillin Degnan, the Rhode Island State lead or the RFK campaign, to share his experience with family health issues, which lead to a journey of discovery about corporate capture in America. Paul and Dillin discuss how Bobby Kennedy's approach is the only way to overcome the toxic buildup in our food supply, our environment, and in govern…
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RFK Jr - Legendary Figure
1:01:36
1:01:36
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1:01:36
Aaron, Jacqueline, and Jen join Paul for an in-depth discussion about Robert F. Kennedy Jr., a once-in-a-lifetime candidate who is appearing as a David vs. Goliath at exactly the right moment in history. The two-party system has forsaken the American people. In the interest of remaining in power, they attempt to smear Mr. Kennedy at every turn, usi…
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Our Toxic Food and Water and the Political Solution
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59:34
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59:34
Aaron, Jacqueline, and Jonny join Paul for a deep dive into existential threats facing our nation. Public health and trust in our institutions has been betrayed due to corporate capture. The results are staggering and alarming. This is a political problem with a political solution and it begins with Robert F Kennedy Jr. For more go to Kennedy24.com…
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The Curators host Paul Lobosco invites you to join us for future episodes to learn more about the campaign issues and policies of Robert F Kennedy Jr. We are a passionate group of grassroots volunteers who invite leading independent visionaries to join us for important conversations often overlooked by legacy media. Please subscribe to our show and…
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Disinflation creates solid ground for rate cuts
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29:47
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Global Perspectives: Disinflation creates solid ground for rate cutsVon Janus Henderson Investors
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Investing in the small- and midsize healthcare companies innovating for a graying world
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27:33
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27:33
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations. In a follow-up discussion to a recent paper , Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportun…
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How to identify and protect yourself from fraud
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15:19
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15:19
Join us as we explore the most common types of fraud and ways to protect yourself from identity theft to spoofed websites, employment or job scams or romance fraud. Our specialists, Katrina Breukelman and Akram Mourad share some tips on how to prevent yourself from falling prey to scammers and identify some of the red flags. Remember the more you k…
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Research in Action: Bank failure risk declines for new year
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15:59
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15:59
2024 Financials Outlook: In this episode, Research Analyst and Portfolio Manager John Jordan shares where he sees the best risk/reward trade-offs in the financials sector.Von Janus Henderson Investors
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Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
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20:19
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20:19
2024 Consumer Outlook: Research Analyst Josh Cummings explains which companies could be best positioned to benefit as consumer spending remains robust but the macroeconomic outlook grows more uncertain.Von Janus Henderson Investors
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Research in Action: Can energy hit the right supply/demand balance in 2024?
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18:47
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18:47
2024 Energy Outlook: In this episode, Research Analyst Noah Barrett explains the major trends that could shape the energy sector in the year ahead.Von Janus Henderson Investors
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Research in Action: Healthcare’s setup for 2024 strengthens
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19:18
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2024 Healthcare Outlook: Portfolio Manager Andy Acker explains why, after underperforming in 2023, the healthcare sector could be well positioned for the year ahead.Von Janus Henderson Investors
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Research in Action: Finding sustainable growth in the tech sector in 2024
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19:28
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19:28
2024 Tech Outlook: Portfolio Managers Denny Fish and Jon Cofsky explain what’s next for artificial intelligence (AI) and other trends that could impact the technology sector in the year ahead.Von Janus Henderson Investors
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Research in Action: Secular trends outweigh the cyclical in industrials
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17:23
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Industrials Outlook 2024: Associate Director of Research Chris Benway says new secular growth drivers could help offset any cyclical slowdown in industrials.Von Janus Henderson Investors
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