European Investors

We discuss the current US/China trade war situation, how this might play out if it escalates and how to prepare for this within investment portfolios.

Moz Afzal, Lead Portfolio Manager / Chief Investment Officer will be providing a quarterly update

Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.

Until now the transition to a sustainable and green economy has been a loose concept rather than a defined, investable and industrial system that could help improve investment returns. This webinar will aim to explain, define and dispel such myths, and also highlight how benchmark stewardship can support your investment needs.

During this webinar we will cover the following:
• Six things you need to know about the green economy transition
• An overview of the size, growth and exposure of the green economy
• A review of the investment performance of green companies
• Role of benchmarks in supporting investor stewardship

Join our upcoming webinar with Didier Saint-Georges, Managing Director and Member of the Investment Committee, who will present our investment views and provide a summary of our current global investment strategy.

During the webcast, Greg will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.

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.

As part of our regular communication with clients, Fulcrum hosts a live webcast to discuss the Fulcrum Diversified Absolute Return strategies. Graham Neilson, Fulcrum’s Investment Director, will discuss performance, positioning and outlook.

We invite you to think a new thought. Pressures on the environment, the prospect of irreversible climate change, and a rising number of people who are denied the means to fulfil basic needs, require a fundamental change in the way we live and how we invest. There is an extraordinary opportunity to harness a growing wave of optimism and awareness as more and more investors are looking for a long-term partner with whom to invest. The UN Sustainable Development Goals, which were agreed upon by 193 world leaders in September 2015, underpin the realisation that a global and concerted effort is needed to reach a set of goals to end poverty, protect our planet and ensure prosperity for all. There is an opportunity for the financial sector to play a role as an estimated USD 7 trillion in investment capital is needed to address these key global challenges. Video credit: ISSIMO

Participez à notre prochaine conférence en ligne avec Didier Saint-Georges, Managing Director et Membre du Comité d’Investissement, qui présentera notre vision des marchés et résumera notre stratégie d’investissement globale.

Join us for our webcast where Felix Freund and Josef Helmes will provide an update on the European Corporate Bond Fund and provide their outlook for the months to come.

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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.

During the webcast, Barry will talk about activity during the quarter, as well as discussing current fund positioning and the outlook for markets.

Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.

The Team's quarterly review and outlook on the Global Emerging Markets.

We are pleased to invite you to our upcoming 30-minute webcast on artificial intelligence. This presentation is a collaboration between our global emerging market equities and Chinese equities teams and will discuss what AI is, its history, and how it’s transforming economies.

During the presentation, our speakers will also discuss:
• Implications of AI on emerging countries and China;
• How AI affects all industries;
• Specific risks to be aware of such as policy and security; and
• The future development of AI.

Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.

Thursday 12 July 10:00 EST / 15:00 BST / 16:00 CEST

It’s time to recognize the ‘elephant in the room’: A corporate, a data provider, an asset owner and an investment manager talk ‘elephants’

Corporate: How is the production of ESG data evolving at the corporate level: what’s required, what’s optional, what’s the quality like and how is it changing?

Thomson Reuters: What data are clients seeking? How ESG data is filtered, aggregated and scored, and based on what standards and definitions. How can data gaps be overcome? Examples of current interesting investment-relevant data.

Asset Owner and Asset Manager: How are portfolio managers translating ESG research data into investment decisions: what’s working and what needs improving?

Speakers:

Annie Bersagel, Senior Analyst – Responsible Investments, Folketrygdfondet (The Government Pension Fund Norway)

Rakhi Kumar, Senior Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors

Elena Philipova, Global Head of ESG Proposition, Thomson Reuters

Shivani Rajpal, Director – Services, Global Reporting Initiative (GRI)

Moderator: Carlos Tornero, Senior Reporter, Responsible Investor

Melanie Merlo, Co-Portfolio Manager will provide a quarterly update

Krishna Kumar, Portfolio Manager of Eastspring Investments will discuss a differentiated approach to capturing the best investment opportunities across the Asian Smaller companies universe. Krishna will discuss investing within a value framework which focuses our attention on stocks that are often unloved, ignored and under-appreciated by the market.

We are pleased to invite you to our upcoming 30-minute webcast on artificial intelligence. This presentation is a collaboration between our global emerging market equities and Chinese equities teams and will discuss what AI is, its history, and how it’s transforming economies.

During the presentation, our speakers will also discuss:
• Implications of AI on emerging countries and China;
• How AI affects all industries;
• Specific risks to be aware of such as policy and security; and
• The future development of AI.

Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove second-quarter performance, the team's outlook, and current portfolio positioning.

Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.

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.