Janus Henderson CEO on Market Opportunities

The video discusses the broadening opportunities in investment management, focusing on private credit and asset-backed investments. It highlights the acquisition of Victory Park Capital and debates the convergence of private and public investments. The speaker emphasizes the importance of liquidity and the challenges of merging private investments with ETFs. The discussion extends to alternative investments like royalties and litigation finance, and the growth strategy in ETFs, particularly in fixed income and equities. The video concludes with an analysis of innovations in CLO ETFs and the potential for public-private combinations.

What is the significance of the $1 trillion mark mentioned in the context of ETFs?

How does the speaker differentiate between various types of fixed income investments?

What are the implications of the current market conditions for equity investments according to the speaker?