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. In this webcast, Richard Clode, portfolio manager in the Janus Henderson Global Technology Team, will cover:
• The acceleration and growing breadth of technology disruption
• Navigating the hype cycle to reduce volatility in technology investing
• The importance of valuation discipline
• Performance update and outlook
For a number of years now the Strategic Fixed Income Team have been speaking about the structural forces bringing disruption to the global economy and markets — unfavourable demographics, Japanification of Europe, excessive debt, peak globalisation and technology to name but a few.
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
On 17 July 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will deliver their latest update, giving their frank views on European market volatility thus far in 2018, and areas of particular interest for their quality growth strategy.
On 10 July 2018, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund, will deliver a live update on his value-biased investment strategy, summarising performance and positioning, and his thoughts on the prospects for Euroland equities in the second half of 2018.
On 28th June at 15:00 CET, Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
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.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root. Despite the general market assumptions for higher inflation in the developed world, the team expect interesting opportunities in government bond markets in the coming months.