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
RecordedSep 25 201831 mins
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The Q1 sell-off was all about the coronavirus outbreak — the Q2 market recovery was all about the policy response. In this live webcast hear from our Multi-Asset experts as they highlight the impact of COVID-19 and their current market outlook.
In this new norm of working remotely our previous successful series of jointly hosted Sustainable roadshows in the regions has currently been put on hold.
However, as part of our commitment of keeping our investors updated we are delighted to announce that we will be hosting a Virtual Conference on the BrightTalk platform on Thursday 2nd July at 11am.
The subject of responsible & sustainable investing is continuing to dominate the media headlines, amongst everything else that is going on in the world at the moment.
EdenTree & Janus Henderson Investors will be jointly hosting this event which is an excellent opportunity to hear from two fund groups with a strong pedigree within Responsible & Sustainable investing.
We will be joined by:
• David Katimbo-Mugwanya, Fixed Income Fund Manager, EdenTree Investment Management
• Andrew Jones, Director of Global Equities, Janus Henderson Investors
The speakers will be discussing Responsible Income, where they see current opportunities to source income from both an Equity & Bond perspective, the approaches taken within our own firms and how the screening processes are applied within Funds.
We do hope that you will be able to join us for this event and would welcome any colleagues that may not have received this invitation directly.
Investment grade credit spreads have moved from being at relatively tight levels in January 2020, to the widest quartile three months later. In Europe the spread widening has come from the dual effect of higher investment grade corporate bond yields plus lower government bonds yields, prompting investors to consider whether now is the time to raise allocations to investment grade corporate bonds. In this presentation, Tim Winstone, portfolio manager of Janus Henderson’s European Investment Grade Strategy, tackles some of the questions investors are asking, including:
• How does investment grade compare to government and high yield markets?
• Does the technical picture of supportive monetary and fiscal policy outweigh fundamental and economic concerns?
• How are we positioned and where might the biggest risks and opportunities lie?
In this webcast, Jamie Ross, Pan European Equity Portfolio Manager, will discuss how European equities will fare as the region slowly returns to a sense of ‘normality’ after the COVID crisis shockwave. James will also be discussing:
•Current equity markets
•How the robust Pan European Equity investment process enables the team to remain objective and unemotional in this environment
•What a post-virus environment may look like, and how the fund is positioned for this.
Are markets finally starting to wash their hands of the Covid 19 crisis? Credit markets are showing signs of resilience, and concerns over the impact of a second wave of the virus appear to have been replaced with discussions around the path to recovery. So far, we have seen varying degrees of a recovery across different credit asset classes, highlighting the importance of being selective.
In this webcast, co-managers of the Janus Henderson Multi-Sector Income Strategy discuss the rebound we are witnessing in credit markets, post March 2020, focusing on:
-the effectiveness of the policymakers’ playbook — short term and long term impacts
-potential risks that could retest the March market moves
dispersion and dislocation across credit — opportunities and value?
-constructing multi sector portfolios to navigate uncertain markets
They will also review the performance of the strategy with highlights of current positioning and the outlook for the medium term.
After the economic and market shock of recent months it is easy for investors to assume that policy stimulus and an easing of lockdowns will lead to a return to normality. In this presentation Nick Maroutsos and Jason England, co-managers of the Absolute Return Income strategy at Janus Henderson, discuss:
•The risks that are facing fixed income markets as corporate borrowers adjust to a new reality, government debt loads swell and political concerns return.
•Why it is more important than ever to identify value on the yield curve.
•How they have positioned the portfolio to capture opportunities and navigate market volatility.
To navigate COVID-19, companies have been forced to work in new ways – a drastic shift underpinned by massive secular growth themes. To begin thriving, firms will need to incorporate new data, the Internet of Things, cloud, AI and network connectivity to better manage their business models and operations.
In this webinar, Portfolio Manager Denny Fish will examine how the convergence of these trends is creating opportunities for forward-looking investors. Topics include:
•How the acceleration of digital adoption is changing consumer behavior and demand patterns
•The refocusing of digital infrastructure, as every business is now a technology business
•The importance of resiliency and optionality within a technology portfolio and how this can benefit investors
Real estate markets are undoubtedly facing disruption from the crisis. What are the shorter-term impacts for the sector and how is COVID-19 accelerating the evolving longer-term needs and uses of real estate; which property sectors are more resilient, which are weaker? Companies are providing updates on how the virus will impact their operations, are REIT dividends still sustainable? In this webcast, Guy Barnard, Co-Head of Global Property Equities will address these concerns, share the latest on-the-ground insight, and provide an update on portfolio positioning, valuation and performance.
Stay safe, stay home. This tragic pandemic has led to a global social experiment of unprecedented scale of working from home, remote learning, online food/grocery delivery and online entertainment. We have all been forced to participate, driving a near-term surge in internet transformation, cloud adoption, payment digitisation and process automation. As we look forward to the easing of lockdowns will this sustain? Which technology trends will accelerate out of this? Where are valuations already pricing this in and where do the attractive opportunities lie?
The COVID-19 pandemic will likely prove to be a defining period for investors. We have seen unprecedented dramatic movements in asset prices and economic data. What is going on in the financial markets since the COVID 19 tsunami hit the globe in March? How have different asset classes fared over the period? And, what of the intervention measures by governments and central banks?
Jenna Barnard and John Pattullo will cover these topics and more, sharing their insights into the world of asset allocation and investments in a COVID stricken climate.
The webcast session will also include a review of the performance of the Janus Henderson Strategic Fixed Income range over the period, its current positioning and outlook for the medium term.
Andy Acker, Portfolio Manager on the Global Life Sciences Team, explains the case for active management in the healthcare sector. He also provides an update on the Global Life Sciences Fund, including
•Fund performance: key contributors and manager outlook
•Investment process and team update
•Why healthcare now?
•The case for active management: wide disparity between winners and losers in healthcare
John Bennett, Director of Pan European Equities provides his insight on the COVID-19 crisis and how he European stocks will come out at the other end. He also discusses the disruptive trends affecting European market in this latest update on the Janus Henderson Continental European Fund. His views will cover:
•How European equities entered the COVID-19 crisis and how the funds are positioned for the rebound
•Disruption: where are the winners in Europe?
•ESG in action
Covid-19 has upended lives and the economy. Markets have had to rapidly move from pricing in a sanguine economic environment to the prospect of a synchronised global downturn. The result has been aggressive moves in credit spreads met by record levels of monetary and fiscal stimulus. In this presentation, Seth Meyer and Tom Ross, portfolio managers on high yield strategies at Janus Henderson, discuss some of the pressing questions facing the high yield bond asset class, including:
•How is the economic backdrop shaping high yield markets?
•Are defaults expected to pick up significantly and how can investors avoid them?
•Is the Federal Reserve’s move to purchase fallen angel bonds a game-changer?
On Wednesday 15 April, Portfolio Manager, Jeremiah Buckley and Client Portfolio Manager, Phil Gronniger, will provide an update on the Janus Henderson Balanced Portfolio and will share their current perspectives on the market and changes to their outlook during this volatile period. The webcast will include an update on positioning and performance.
In light of the recent market volatility, Fund Manager Luke Newman will be hosting a live Q&A session for the Janus Henderson United Kingdom Absolute Return strategy.
The ‘Question Time’ format will allow investors to raise topics in advance of the call, please contact your local sales representative www.janushenderson.com. It will also possible to submit questions during the webcast.
In this webcast, portfolio manager Steve Johnstone will give his latest update on the Janus Henderson Global Equity Market Neutral strategy. Steve will also give some insight into some of the more resilient characteristics of his equity market neutral approach, from the use of pair trades (with stop losses) to risk parity portfolio construction and targeted volatility ranges.
2020 also marks a key milestone for the strategy. Steve will give a summary of the past three years, covering performance and key statistics, and his insight into the role this strategy can play for investors at a time of heightened uncertainty and significant market volatility.
Key points covered include:
•The return of active management
•The market volatility challenge
•Portfolio positioning and Q&A
Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis the Corporate Credit Team are remaining true to their process within high yield investing but recognise that some things need to be done differently.
Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.
James Ross, Pan European Equity Portfolio Manager, discusses European equities in a climate where the COVID-19 coronavirus is rocking markets. James will discuss:
• The market move so far
• How the robust Pan European Equity investment process enables the team to remain objective and unemotional in this environment
• What a post-virus environment may look like, and how the fund is positioned for this.