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Our Skin: A Personal Discovery Podcast


1 You Are Your Longest Relationship: Artist DaQuane Cherry on Psoriasis, Art, and Self-Care 32:12
32:12
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DaQuane Cherry was once the kid who wore a hoodie to hide skin flare-ups in school. Now he’s an artist and advocate helping others feel seen. He reflects on his psoriasis journey, the power of small joys, and why loving yourself first isn’t a cliché—it’s essential. Plus, a deep dive into the history of La Roche-Posay’s legendary spring. See omnystudio.com/listener for privacy information.…
Exploring the dynamics of long-short equity strategies
Manage episode 489898194 series 1288112
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.
23 episodes
Manage episode 489898194 series 1288112
Content provided by Janus Henderson Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Janus Henderson Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.
23 episodes
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Global Perspectives

1 Making sense of policy uncertainty in healthcare 21:05
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In this episode, Healthcare Research Analyst Luyi Guo shares her perspective on proposed pharmaceutical tariffs and drug pricing reform, including how they might spur innovation over the long run.
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Global Perspectives

1 The short duration shines amid tariff uncertainty 31:13
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In this episode, Head of Global Short Duration and Liquidity Daniel Siluk and Portfolio Manager Addison Maier discuss how the front end of the yield curve may be well positioned to provide additional carry over cash and capital appreciation while limiting interest rate exposure amid tariff uncertainty.…
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Global Perspectives

In this episode, Senior Investment Manager Tal Lomnitzer and Chief Responsibility Officer Michelle Dunstan explore the critical role of natural resources and how integration of financially-material Environmental, Social and Governance (ESG) factors is essential for mining companies as they navigate the complexities of geopolitical and environmental challenges.…
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Global Perspectives

1 Exploring the dynamics of long-short equity strategies 24:21
24:21
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Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.
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Global Perspectives

1 Are we seeing a regime shift between U.S. and non-U.S. stocks? 16:57
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How policy changes might prove to be the catalyst for a switch in global equity leadership. Portfolio Managers Julian McManus and Chris O’Malley explore whether this year’s outperformance by ex U.S. stocks can continue and the implications for investors.
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Global Perspectives

1 Cross-asset collaboration during market volatility 24:48
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In this episode, Portfolio Manager Jeremiah Buckley and Head of U.S. Fixed Income Greg Wilensky discuss how they are navigating tariff-driven volatility and why cross-team coordination is crucial to uncovering relative value opportunities in equity and fixed income.
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Global Perspectives

1 Why financials could be resilient amid an economic slowdown 20:48
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With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession. In this episode, Portfolio Manager John Jordan and Research Analyst Andrew Manguart share what they’re hearing from banks about the volatile macro backdrop, and why they believe the sector is well positioned even if growth slows.…
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Global Perspectives

Is ESG dead? Far from it – but misconceptions abound. In this episode, Michelle Dunstan, Chief Responsibility Officer, and Aaron Scully, Portfolio Manager, address ESG misconceptions and explain how integrating material ESG factors can enhance long-term
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Global Perspectives

1 Five questions on the minds of fixed income investors 21:13
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In this episode, Portfolio Manager John Lloyd discusses the most pressing issues facing fixed income investors today, with a focus on rates, spreads, volatility, and the Federal Reserve.
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Global Perspectives

New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow. Portfolio Manager Dan Lyons joins this episode of Global Perspectives to provide an update on popular GLP-1 weight-loss therapies and discuss whether sales of the drugs can continue to grow and the impact on the overall healthcare sector.…
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Global Perspectives

1 Embracing research as stock market dispersion grows 17:58
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In this episode, Director of Research Chris Benway explains how his team’s sector specialists conduct deep fundamental research to identify potential winners and laggards in an environment where stock market dispersion is increasing.
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Global Perspectives

1 A research-based approach to investing in transformational growth themes 18:37
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Portfolio Manager and Equity Research Analyst Brian Recht discusses transformational themes, with a focus on cloud computing and digitization, that he believes will drive future economic growth and provide long-term investment opportunities.
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Global Perspectives

1 Market GPS investment outlook complexities and opportunities in 2025 54:08
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Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
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Global Perspectives

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.…
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Global Perspectives

1 Integrating ESG for enhanced financial outcomes and a sustainable world 25:52
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In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
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Global Perspectives

1 Finding balance in a shifting market landscape 34:54
34:54
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A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape. In this episode, Portfolio Manager Jeremiah Buckley, CFA, and Head of U.S. Fixed Income Greg Wilensky, CFA, discuss economic uncertainties to monitor, the impact of the Federal Reserve’s (Fed) rate-cutting cycle, artificial intelligence’s (AI) productivity boost, and the latest fundamental opportunities in both equities and fixed income. They also weigh in on why a flexible asset allocation approach might prove valuable in today’s complex markets.…
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Global Perspectives

1 The outlook for securitized as Fed commences rate-cutting cycle 31:53
31:53
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A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets. In this episode, Portfolio Managers John Kerschner and John Lloyd join U.S. Head of Portfolio Construction and Strategy Lara Castleton for a discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.…
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Global Perspectives

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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Global Perspectives

1 Exploring potential in commercial real estate-backed debt 31:53
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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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Global Perspectives

1 European equities tapping into global tech themes 36:44
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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.
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