On 24 April 2018 at 15:00 CET, John Bennett will deliver his latest update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into his views on European markets, and why he believes 2018 will see a challenge to both market direction and market leadership, following a one-way decade of dominance for growth stocks.
In a low yield world, traditional fixed income vehicles and indices appear to offer more risk than reward. We explain why combining a flexible approach with a global remit offers additional opportunities for return and diversification in an environment characterised by shifting central bank policy and an uncertain economic outlook.
On 18 April 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will deliver their quarterly update, covering the performance of the fund, recent trades and current positioning, as well as giving their thoughts on a challenging few months for European – and indeed global - markets.
In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson's Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.
Since the Global Financial Crisis, the traditional lines within fixed income have been blurred, with a proliferation of high duration and credit risk strategies. In this session, Nick Maroutsos, explores how an absolute return strategy can invest broadly across global fixed income sectors and risk factors, seeking to drive returns without necessarily taking on interest rate or credit risk.
On 17th January at 15:00 CET, Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
On 11 January 2018, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund, will deliver a live update on his value-biased investment strategy, summarising performance and positioning, and his thoughts on the prospects for Euroland equities as the region continues its path of recovery.
On 9 January 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will give their quarterly update, reviewing European markets (and the macro/political backdrop) during the final quarter of 2017. The webcast will cover the performance of the fund, and summarise current positioning and outlook.
In this latest webcast, John Bennett, Head of European Equities at Janus Henderson, will look at some of the key characteristics of European markets in 2017 and outlines why he expects to see a change in leadership in markets in 2018.
He will also update on his Continental European and Pan European strategies, reviewing some of the themes that have characterised his investment strategy this year, including his allocation to European financials.
Join Jenna Barnard & John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors in this live webcast as they discuss Fixed Income as an asset class and how they manage the Henderson Fixed Interest Monthly Income Fund. Jenna & John will reflect on 2017 in the context of the Fund and the market and also express their outlook on the coming year.