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Janus Henderson Investors

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  • Which investment themes matter most for 2019?
    Which investment themes matter most for 2019?
    John Pattullo, John Bennett and Ben Lofthouse. Recorded: Dec 11 2018 28 mins
    John Pattullo (fixed income), John Bennett (European equities) and Ben Lofthouse (global equity income), in an informal fireside chat format, discuss lessons learned from 2018 and what they expect from the coming year. Bringing with them strong opinions and a wealth of experience, the three explore where we go from here and what it means from their different investment perspectives.

    Their conversation will include:
    • How late cycle are we?
    • Is it time to sell tech?
    • What are the prospects for Europe?
    • What have we learned from market moves in 2018?

    Please note this is intended for UK and European professional investors only. It is not for use by journalists. For press comment please contact your local Janus Henderson PR representative.
  • Walking the tightrope: navigating the late stage of the credit cycle
    Walking the tightrope: navigating the late stage of the credit cycle
    Tom Ross, Seth Meyer and Thomas Hanson Recorded: Dec 5 2018 44 mins
    Mixed economic data, coupled with monetary tightening, has pushed spreads and yields higher, yet labour markets remain strong and expectations are that economic growth will hold up in 2019. Identifying those credits that can stay the course and avoid those that stumble is critical. In this webcast, Tom Ross, Seth Meyer and Thomas Hanson, high yield portfolio managers at Janus Henderson Investors, explain where we are in the credit cycle and how a bottom-up process of fundamental analysis combined with managing beta through a robust risk-budgeting process can help an investor keep their footing.
  • Market GPS: Investment Outlooks 2019
    Market GPS: Investment Outlooks 2019
    Richard Clode, John Pattullo, Hamish Chamberlayne & Ben Lofthouse Recorded: Dec 3 2018 2 mins
    With numerous uncertainties in the global economy, many market participants will be looking for meaningful signals about what’s to come in 2019. Here, Janus Henderson’s portfolio managers explain the themes they believe could dominate markets in the months ahead. Please visit our website to view all of the outlooks.
  • It is now ‘later’ late cycle
    It is now ‘later’ late cycle
    John Pattullo and Jenna Barnard Recorded: Nov 29 2018 33 mins
    Co-managers of the Janus Henderson Strategic Bond Strategy, John Pattullo and Jenna Barnard, will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors through 2019, while discussing the core themes in their portfolios.

    The webcast session will also include a review of the performance of the strategy, highlights of current positioning and outlook for the medium term.
  • Smooth operator – seeking a less volatile path in fixed income
    Smooth operator – seeking a less volatile path in fixed income
    Nick Maroutsos Recorded: Nov 27 2018 33 mins
    The gradual removal of monetary policy accommodation by central banks is removing a price-insensitive buyer from the market and leading to reduced liquidity. Tighter monetary policy is also pushing up shorter-dated bond yields and leading to a reassessment of value on the yield curve. In this webcast, Nick Maroutsos looks at how investors can navigate the new environment for fixed income and chart a potentially less volatile path with their investments.
  • Navigating a challenging year for fixed income with a flexible approach
    Navigating a challenging year for fixed income with a flexible approach
    Andrew Mulliner & Ryan Myerberg Recorded: Nov 20 2018 33 mins
    2018, so far, has been a fairly turbulent environment for fixed income markets, marked by sporadic shocks, which investors have largely treated as being driven by one off or transitory events. However, the list of such transitory episodes continues to grow and the cumulative impact on the fixed income universe poses significant challenges to investors. Thus, the flexibility to seek out the best opportunities and protect against the worst case scenarios without any constraints has never been more important, given the continued presence of historically low yields in the developed world at a time of declining global liquidity.

    In this webcast, Andrew Mulliner and Ryan Myerberg, Portfolio Managers of the Janus Henderson Horizon Total Return Bond Fund share their thoughts on the markets and the prospects for bond investors in the near future. The webcast session will also include a review of the performance of the fund and summary of current positioning.

    Key points:
    • Macro themes likely to shape the rest of 2018
    • Current strategies in the fund
    • Performance and portfolio update
    • Outlook
  • Expert insight: JHGDI Edition 20
    Expert insight: JHGDI Edition 20
    Jane Shoemake Recorded: Nov 19 2018 2 mins
    Watch highlights from our latest #JHGDI dividend report featuring Jane Shoemake, Global Equity Income Investment Director.
  • Janus Henderson European Equities update
    Janus Henderson European Equities update
    John Bennett & Andrew McCarthy Recorded: Oct 30 2018 42 mins
    John Bennett and new Co-Manager Andrew McCarthy will deliver an update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into their thoughts on European markets, and why they anticipate a challenge to market direction and the dominance of growth stocks.
  • Credit selection in a late cycle environment
    Credit selection in a late cycle environment
    Rebecca Young Recorded: Oct 18 2018 24 mins
    In this webcast, Rebecca Young, Portfolio Manager in the Janus Henderson Strategic Fixed Income Team, will address a number of topical issues relevant to credit investing in today’s markets and shares the team’s views and outlook for the near future.

    Key points:

    •Late cycle indicators and signs of deterioration in the credit markets
    •Favoured sectors and individual credits with the best risk reward
    •Outlook for credit investing
  • EM investing: ‘kick the tyres’ rather than ‘tick the boxes’
    EM investing: ‘kick the tyres’ rather than ‘tick the boxes’
    Stephen Deane & Ian Tabberer Recorded: Oct 16 2018 33 mins
    Stephen Deane and Ian Tabberer, Portfolio Managers on the Janus Henderson Global Emerging Market Equities Team, will discuss sustainability within an emerging markets investment context and how they believe that it is better for investors to adopt an open-minded approach to engagement, which focuses more on ‘kicking the tyres’ rather than ‘ticking boxes’.

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