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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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.
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, Seth Meyer and Tom Hanson 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
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
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.
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.