Janus Henderson CEO: Cash Is a Real Competitor

The video discusses the challenges and strategies in asset management, focusing on the impact of the banking sector, the importance of differentiating between good and bad companies, and the need for long-term investment in talent and business. It highlights the shift in client needs towards solutions rather than just performance, the growing interest in private credit, and the role of ETFs and other investment vehicles. The discussion also covers the competitive nature of cash in the current market and the importance of delivering clear outcomes for clients.

How are asset management firms adapting their strategies in response to the current economic environment?

What insights can be drawn from the recent turmoil in the banking sector regarding asset management?

What role does cash play as a competitor in the asset management industry today?