

Bonds. And Soup.
Jun 28, 2024
Janus Henderson strategist discusses fixed income opportunities and why Wall Street is warming up to Campbell Soup. Topics include Campbell's acquisition strategy, bond yields analysis, inflation impacts on investments, and the U.S. election's influence on bond investments.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Campbell Soup Company's History and Recent Performance
02:18 • 9min
Campbell's Acquisition Growth Strategy and Bond Yields Analysis
11:04 • 5min
Analyzing Inflation and Bond Buying Opportunities
16:01 • 11min
Insights on the U.S. election's impact on bond investments
26:58 • 2min