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Janus Henderson Investors

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  • Global Property Equities: Actively positioning for the future of real estate
    Global Property Equities: Actively positioning for the future of real estate
    Guy Barnard Recorded: Jun 11 2019 47 mins
    Against a backdrop of increased macro uncertainty Guy Barnard, Co-Head of Global Property Equities, explains why a local and active approach is increasingly important in the property market today and outlines where he sees the best opportunities for the years ahead.

    Guy will explain that global property equities continue to offer diversification benefits and a reliable source of income, covering:
    * Why invest in REITs now?
    * What opportunities are being generated from evolution within the REITS sector?
    * How are changes in technology impacting core real estate sectors?
    * Which markets have the most potential for the years ahead?
  • Never going back to "normal"... The outlook for bond markets
    Never going back to "normal"... The outlook for bond markets
    John Pattullo & Jenna Barnard Recorded: Jun 4 2019 41 mins
    Co managers of the Strategic Bond Strategy, John Pattullo and Jenna Barnard, expanded on their thematic approach to bond investing and why this continues to deliver a differentiated and contrarian view of developed world bond opportunities. Having carved out the peak in US interest rates and bond yields in 2018, they discussed portfolio positioning and the outlook for both credit and government bond markets.

    The webcast also includes a review of the performance of the Strategic Bond Strategy, highlights of current positioning and outlook for the medium term.
  • Fascinated by income – Euro high yield bonds
    Fascinated by income – Euro high yield bonds
    Tom Ross & Tim Winstone Recorded: May 22 2019 39 mins
    As finding income in Europe becomes tougher, high yield bonds, which have historically generated attractive long term total returns, could become an interesting opportunity for investors. Tom Ross and Tim Winstone, Co Managers of the Euro High Yield strategy at Janus Henderson, explore this fascinating asset class.

    Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested.
  • The Global Sustainable Equity Strategy: all roads lead to responsibility
    The Global Sustainable Equity Strategy: all roads lead to responsibility
    Hamish Chamberlayne Recorded: May 21 2019 41 mins
    On 21st May at 15:00 CET Hamish Chamberlayne, Manager of the Janus Henderson Global Sustainable Equity Fund, will explain why the time for sustainable and responsible investing is now and talk about his strategy’s positioning, performance and sector expertise.
  • 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.

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