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The best sector opportunities in 2025

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Manage episode 453577713 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://staging.podcastplayer.com/legal.

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.

  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 453577713 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://staging.podcastplayer.com/legal.

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.

  continue reading

20 episodes

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