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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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
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.
Co-managers of the Janus Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, have an unconventional and non-consensual view on the global economy. In this webcast, they will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors, as well as the core themes in their portfolios.
The webcast session will also include a review of the performance of the fund, summary of current positioning and outlook for the medium term.
Join Paul O’Connor, Dean Cheeseman, and Nick Watson from Janus Henderson’s Multi-Asset Team in this live webcast, as they celebrate the fifth birthday of the Core Multi-Asset Income range. Learn how they negotiated the rise of populist politics and the return of market volatility and whether they think that bull markets in equities and other assets can withstand the many challenges looming in 2018.
Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market Equities team, will provide an update on their distinctive bottom-up approach to the asset class and share their observations from a recent trip to China, including the broader opportunities, risks and culture they experienced.
On 24 April 2018 at 15:00 CET, John Bennett will deliver his latest update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into his views on European markets, and why he believes 2018 will see a challenge to both market direction and market leadership, following a one-way decade of dominance for growth stocks.
In a low yield world, traditional fixed income vehicles and indices appear to offer more risk than reward. We explain why combining a flexible approach with a global remit offers additional opportunities for return and diversification in an environment characterised by shifting central bank policy and an uncertain economic outlook.
On 18 April 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will deliver their quarterly update, covering the performance of the fund, recent trades and current positioning, as well as giving their thoughts on a challenging few months for European – and indeed global - markets.