The world around us is being reshaped by technology as innovative companies disrupt traditional business models and transform the way that individuals lead their lives. Join Graeme Clark, portfolio manager in the Global Technology Team, for an update on the strategy covering among others market review, fund performance and the team’s outlook for the sector.
Have high yield issuers been engaged in healthy living or is a period of excess set to catch up with them? With yields and credit spreads at relatively tight levels we look at whether recent volatility and market developments are a signal of the end of the credit cycle. In this webcast, portfolio managers Tom Ross and Seth Meyer discuss:
•The relative attraction of high yield and whether US or European high yield markets offer better value for the long term.
•How do you pick credit towards the end of the credit cycle?
•Current portfolio positioning and recent performance
Andy Acker, co-manager of the Janus Henderson Global Life Sciences Fund, explains why expert insight is required when investing in healthcare – a highly complex, dynamic growth sector. In this webcast, he will expand on the case for long-term investment, why an active approach is crucial, and the key strengths of his team and their process.
The webcast will also include a review of the fund’s performance, summary of current positioning, and Mr. Acker’s outlook.
Steve Weeple, Portfolio Manager on the Edinburgh-based Janus Henderson Global Equities team, will provide an update on their strategy and approach, which avoids short-term market ‘noise’ and focuses on long-term secular and predictable trends that can provide attractive end markets for companies to operate in.
Co-managers of the Janus Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, have an unconventional and non-consensual view on the global economy. In this webcast, they will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors, as well as the core themes in their portfolios.
The webcast session will also include a review of the performance of the fund, summary of current positioning and outlook for the medium term.
Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market Equities team, will provide an update on their distinctive bottom-up approach to the asset class and share their observations from a recent trip to China, including the broader opportunities, risks and culture they experienced.
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.