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.
In the first webcast for the Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, Co-Heads of the Strategic Fixed Income Team and Co-Managers of the fund, will expand on their investment philosophy as well as the investment process for the fund; highlighting the performance drivers, which include asset allocation and duration management, and where they look for sensible, reliable income.
Returns for European investment grade bonds have outperformed general market expectations over the last two years. Yet with valuations once again approaching their all-time tights on both a yield and spread basis, where might the asset class head in 2018?
In this webcast, Tim Winstone and Tom Ross, portfolio managers of the Henderson Horizon Euro Corporate Bond Fund, discuss the outlook for European corporate bonds, focusing specifically on:
•The European Central Bank’s monetary policy manoeuvres
•The improving growth environment for Europe and the implications from a sector perspective
•Idiosyncratic credit selection
Join Paul O’Connor, Head of the UK based Multi-Asset Team, and Dean Cheeseman, Portfolio Manager, to hear their latest views on the macroeconomy. They will also reveal what they see as the key investment risks and opportunities from a cross-asset perspective and how these views are reflected on the funds across the desk.