EP77: From Tariffs To Tensions: Investing Through Global Uncertainty - Janus Henderson Investors The Portfolio Construction podcast

المحتوى المقدم من Netwealth Investments Limited. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Netwealth Investments Limited أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The Portfolio Construction Podcast »
EP77: From tariffs to tensions: Investing through global uncertainty - Janus Henderson Investors

3d ago 42:27

MP3•منزل الحلقة

In this episode of the Netwealth Portfolio Construction Podcast, Paul O’Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies.

The conversation explores:

How China’s leadership in renewable energy, shipbuilding, and electric vehicles is opening fresh investment opportunities
The race for technological dominance, particularly in AI, and its impact in transforming industries, reshaping supply chains, and redefining global trade and security
Australia’s need to diversify its export mix, pointing to opportunities in services, education, tourism
How active management in fixed interest is unlocking high-yield opportunities across government, corporate, and infrastructure debt
The need for long-term thinking and understanding policy’s role in portfolio outcomes

76 حلقات

#Investing #Portfolioconstruction #Netwealth Investments Limited #Trading #Business