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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In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson's Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.
Since the Global Financial Crisis, the traditional lines within fixed income have been blurred, with a proliferation of high duration and credit risk strategies. In this session, Nick Maroutsos, explores how an absolute return strategy can invest broadly across global fixed income sectors and risk factors, seeking to drive returns without necessarily taking on interest rate or credit risk.
On 17th January 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.
On 11 January 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 as the region continues its path of recovery.
On 9 January 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will give their quarterly update, reviewing European markets (and the macro/political backdrop) during the final quarter of 2017. The webcast will cover the performance of the fund, and summarise current positioning and outlook.
In this latest webcast, John Bennett, Head of European Equities at Janus Henderson, will look at some of the key characteristics of European markets in 2017 and outlines why he expects to see a change in leadership in markets in 2018.
He will also update on his Continental European and Pan European strategies, reviewing some of the themes that have characterised his investment strategy this year, including his allocation to European financials.
Join Jenna Barnard & John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors in this live webcast as they discuss Fixed Income as an asset class and how they manage the Henderson Fixed Interest Monthly Income Fund. Jenna & John will reflect on 2017 in the context of the Fund and the market and also express their outlook on the coming year.
In the first webcast for the Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, Co-Heads of the Strategic Fixed Income Team and Co-Managers of the fund, will expand on their investment philosophy as well as the investment process for the fund; highlighting the performance drivers, which include asset allocation and duration management, and where they look for sensible, reliable income.
Returns for European investment grade bonds have outperformed general market expectations over the last two years. Yet with valuations once again approaching their all-time tights on both a yield and spread basis, where might the asset class head in 2018?
In this webcast, Tim Winstone and Tom Ross, portfolio managers of the Henderson Horizon Euro Corporate Bond Fund, discuss the outlook for European corporate bonds, focusing specifically on:
•The European Central Bank’s monetary policy manoeuvres
•The improving growth environment for Europe and the implications from a sector perspective
•Idiosyncratic credit selection
Join Paul O’Connor, Head of the UK based Multi-Asset Team, and Dean Cheeseman, Portfolio Manager, to hear their latest views on the macroeconomy. They will also reveal what they see as the key investment risks and opportunities from a cross-asset perspective and how these views are reflected on the funds across the desk.
Join Nicholas Ware, Director of Strategic Fixed Income at Janus Henderson Investors, in this webcast.
Nicholas will discuss how to:
•Understand the historical misforecasting of bond yields and the current backdrop for bond investing
•Identify appropriate strategies for income seeking clients
•Remaining disciplined in late cycle investing & how to recognise these signals