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Janus Henderson Investors (UK)

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  • China: taking share of global markets
    China: taking share of global markets
    Charlie Awdry Recorded: May 14 2019 32 mins
    China’s influence on the global economy is beginning to be represented in global capital markets with the recent increased weighting of China ‘A’ shares in equity benchmarks and the opening up of onshore bond markets to foreign investors. Charlie Awdry, China equities portfolio manager, discusses China’s dynamic investment market and how the Janus Henderson Horizon China Fund is positioned to benefit from its long-term growth opportunities.
  • Janus Henderson European Equities update
    Janus Henderson European Equities update
    John Bennett Recorded: Apr 11 2019 33 mins
    John Bennett will deliver an update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into recent trends in European markets and his thoughts on a potential challenge to the year-to-date rally. He will also look at the current positioning of his strategy, outlining why his focus is firmly on ‘true’ active management, based on bottom-up stock selection, to help identify Europe’s future winners.
  • Asian Equities: Turnaround drivers
    Asian Equities: Turnaround drivers
    Andrew Gillan Recorded: Apr 4 2019 28 mins
    On 4th April at 15:00 CET Andrew Gillan, Head of Asia ex-Japan Equities, will be presenting a webcast on Asia’s dynamic investment market and how the Janus Henderson Asian Growth strategy is positioned as it seeks to benefit from the region’s long-term growth opportunities. Following the recent rally in Asia ex-Japan equities, Andrew will discuss the drivers of improved sentiment in the region, the factors needed for continued strong performance and the key risks investors should be aware of.
  • Innovation driving opportunity in healthcare
    Innovation driving opportunity in healthcare
    Ethan Lovell Recorded: Mar 26 2019 36 mins
    Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Fund, discusses the complex and dynamic sector of heath care. In this webcast, Ethan will discuss:
    •The rapid and accelerating pace of innovation in the sector
    •How aging demographics is providing a tailwind
    •The exogenous factors affecting the sector
    •Why an active approach is crucial
    •The key strengths of the Global Life Sciences Team
    •The investment process, fund performance and current fund positioning
  • Navigating a smooth course
    Navigating a smooth course
    Nick Maroutsos Recorded: Mar 21 2019 39 mins
    Date: 21 March 2019 | Time: 2pm (GMT)

    Markets have been volatile over the past year as deteriorating economic data, trade tensions and shifting central bank rhetoric have caused asset prices and yields to fluctuate. In this webcast, portfolio manager Nick Maroutsos looks at how investors can navigate this environment and chart a potentially less volatile path with their fixed income investments. Areas covered include:

    •An assessment of the macroeconomic environment for fixed income
    •Exploiting differences in monetary policy regimes globally
    •Techniques to generate income and manage volatility
  • The balancing act
    The balancing act
    Jeremiah Buckley Recorded: Mar 19 2019 40 mins
    On 19th March at 15:00 CET, Fund Manager Jeremiah Buckley will be discussing the Janus Henderson Balanced Fund – a dynamically managed, US-focussed blend of equities and bonds, with over €21bn strategy AuM (as at 31 December 2018). With the fund now in its 21st year, Jeremiah will give a re-cap on the team, process and performance, and where they are currently identifying the best risk-adjusted opportunities across the corporate capital structure.
  • Market neutrality for uncertain times
    Market neutrality for uncertain times
    Steve Johnstone Recorded: Feb 26 2019 49 mins
    On 26th February at 15:00 CET, Fund Manager Steve Johnstone will be holding a webcast on the Janus Henderson Global Equity Market Neutral strategy. With the strategy approaching its 2-year anniversary, Steve will give a re-cap on its aims and investment process, as well as discuss performance drivers and improvements to the manager line-up.
  • Expert insight: JHGDI Edition 21
    Expert insight: JHGDI Edition 21
    Jane Shoemake Recorded: Feb 18 2019 2 mins
    Watch highlights from our latest Janus Henderson Global Dividend Index (#JHGDI) report featuring Jane Shoemake, Global Equity Income Investment Director.
  • A time for consistency
    A time for consistency
    James Ross Recorded: Feb 15 2019 43 mins
    On 15 February 2019 at 15:00 CET, James Ross, Co-Manager of the Janus Henderson Horizon Pan European Equity Fund, will deliver the latest update on his quality growth European equities strategy. As part of his presentation, James will provide an overview of the current market backdrop, and the prospects for better quality, more defensive stocks in 2019.
  • Navigating Stormy Waters: the Return of Volatility and How to Harness it
    Navigating Stormy Waters: the Return of Volatility and How to Harness it
    David Schofield and Iheshan Faasee Recorded: Feb 12 2019 33 mins
    Date: 12 February 2019 | Time: 2pm (GMT)

    Volatility is one of the few things we can be sure of in stock markets, and it certainly seems to be back with a vengeance since October of last year. The fact that stock prices and markets move around is a given, but interpreting the fundamental macro or micro-economic drivers of that volatility is more challenging.

    But is this really necessary? And indeed, is volatility something to be feared, to be eradicated wherever possible? Since volatility is itself volatile, should we always try to hide from it or are there times we can harness it as a useful indicator and a source of return? Can portfolios that adapt their risk exposure based on current volatility in the market be more efficient than simply allocating between low volatility and core equity strategies?

    Intech has over 30 years’ experience in understanding and making use of volatility to build equity portfolios with a variety of different risk and return characteristics. This session will focus on:

    •Understanding the relationship between volatility and market drawdowns
    •The behaviour of markets in different volatility regimes
    •Building portfolios that vary their beta in a timely fashion to these changing regimes without timing the market

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