Where next? Post referendum challenges and opportunities
Join us for this webcast on Wednesday 29 June 2016 at 10.00am when Paul O’Connor, Head of Henderson’s Multi-Asset Team and Chris Forgan, fund manager within the Multi-Asset Team will discuss the global macroeconomic backdrop, the implications of the UK’s decision on EU membership, and where his team are finding investment opportunities.
RecordedJun 29 201631 mins
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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.
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.
•Late cycle indicators and signs of deterioration in the credit markets
•‘Sensible income’ investing against a backdrop of technological disruption
•Favoured sectors and individual credits with the best risk reward
•Outlook for credit investing
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’.
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.
• Macro themes likely to shape the rest of 2018
• Current strategies in the fund
• Performance and portfolio update
Does the sell-off in Turkey and Argentina represent a buying opportunity or is it a warning signal of deeper malaise? In this webcast, Steve Drew, manager of the Janus Henderson Horizon Emerging Market Corporate Bond Fund, discusses:
•The factors that have been driving emerging market volatility and what might lead to a recovery
•Why a blanket assessment of emerging market bonds fails to recognise the differences and opportunities within the asset class
•Current portfolio positioning and performance
Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Fund, believes expert insight is required when investing in health care – a highly complex, dynamic growth sector. In this webcast, Ethan will discuss:
•The case for long-term investment in the health care 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
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.
In this Essentials video for the Janus Henderson Core Income range of funds, meet Multi-Asset Team head Paul O’Connor and managers Dean Cheeseman and Nick Watson. Learn about the team’s investment philosophy, the range’s key benefits, and what differentiates the funds from their peers.
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.
We would like to invite you to listen to a live webcast with Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF.
During the webcast Ainslie will discuss:
• Key risks and opportunities within UK commercial property
• Portfolio positioning and the focus on income, lease length, location, tenant strength and building specification
• The investment team’s approach to sustainability