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Q&A Session: Janus Henderson UK Absolute Return Update

Fund Manager Luke Newman hosted a live Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allowed investors to raise topics in advance of the call. It was also possible to submit questions during the webcast.
Recorded Jul 17 2019 48 mins
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Presented by
Luke Newman
Presentation preview: Q&A Session: Janus Henderson UK Absolute Return Update

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  • Live Q&A: Janus Henderson UK Absolute Return Recorded: Apr 2 2020 60 mins
    Luke Newman
    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.
  • Equity market neutral: Diversification as the bull stops Recorded: Mar 31 2020 56 mins
    Steve Johnstone
    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:
    •Three-year milestone
    •The return of active management
    •The market volatility challenge
    •Portfolio positioning and Q&A
  • Janus Henderson Pan European Equity COVID-19 update Recorded: Mar 26 2020 48 mins
    James Ross
    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.
  • Overcoming uncertainty: building a portfolio with diversified return drivers Recorded: Mar 18 2020 57 mins
    Seth Meyer, John Lloyd & John Kerschner
    Financial markets have endured a volatile period lately. Among a number of risk factors, news of the spread of the coronavirus has amplified concerns for the global economy. What lies ahead? Will risk assets bounce back after the pummelling of recent weeks?

    Periods like this highlight the need for an active multi sector manager that can leverage its credit market expertise to generate risk-adjusted outperformance and provide capital preservation. In this webcast, portfolio managers of the Multi Sector Income Fund will share the team’s views on the outlook for fixed income markets in times of rising global risks and how they address the risk factors in their portfolio.

    The session will also include a review of the performance of the Janus Henderson Multi Sector Income Fund with highlights of current positioning and outlook for the medium term.
  • Overcoming uncertainty: help stabilise investor outcomes with income Recorded: Mar 17 2020 34 mins
    Jason England
    A combination of risk factors, most notably the COVID-19 virus’ impact on the global economy, has increased the level of market volatility. However, fixed income investors should not lose sight of the key characteristics that bonds provide: capital protection, income generation and lower volatility. While uncertainty can shake investor confidence and can lead to costly mistakes, consistent income can help stabilise client outcomes.

    In this webcast session, Jason England, Portfolio Manager, Absolute Return Income Strategy, will share the team’s views on the outlook for rates in times of rising global risks and expand on how to add diversification and consistent income to a fixed income allocation.

    The webcast session will also include a review of the performance of the Janus Henderson Absolute Return Income Strategy, highlights of current positioning and outlook for the medium term.
  • The journey to align with the UN Sustainable Development Goals Recorded: Mar 10 2020 50 mins
    Ama Seery, ESG Analyst, Janus Henderson
    The United Nation Sustainable Development Goals (UN SDGs) are a collection of 17 global goals that can be considered a “blueprint to achieve a better and more sustainable future for all”. In this webinar, Ama Seery, ESG analyst at Janus Henderson, will discuss the journey that the Janus Henderson Global Sustainable Equity Strategy embarked upon to produce its first Annual Sustainability Report. Ama has ten years of sustainability experience and hold the Chartered Environmentalist designation. Prior to joining Janus Henderson, she worked as a sustainability professional in the property sector, certifying and constructing green buildings.

    The webinar will include the following:

    - Background on the Fund
    - Drivers for the report
    - Initial planning and drafts
    - Final Report
    - SDG Analysis
    - Questions
  • Live Q&A: Janus Henderson UK Absolute Return 2020 Update Recorded: Feb 18 2020 56 mins
    Luke Newman
    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.
  • The myths about bonds that you hear year after year Recorded: Feb 12 2020 27 mins
    Jenna Barnard & John Pattullo
    The finance industry has a blind spot when it comes to forecasting government bond yields: a lazy bias based on outmoded economic thinking and narrative fallacies has perpetuated a pattern of higher yield forecasts over more than 25 years.

    Jenna Barnard and John Pattullo, Co Heads of the Strategic Fixed Income Team, have long held a non consensual view on bond yields. In this webcast, they will explain how pragmatic use of duration management has helped generate additional risk adjusted returns for their portfolios.

    Sharing the team’s structural views and thematic approach to investing, they will also explain the core tenets of their approach in managing both strategic and income strategies. These include not only a focus on structural factors that weigh down and cap bond yields at low levels but also shorter term cyclical factors. John and Jenna will further explain their distinctive style of credit investing, which they call ‘sensible income’.
  • Euroland: A review of 2019 Recorded: Feb 11 2020 28 mins
    Nick Sheridan
    2019 saw so-called ‘growth’ stocks outperform ‘value’ stocks, however, looking forward there are reasons to suggest that this may be changing. In this webcast, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund discusses:

    •Evidence to suggest that the value vs growth dynamic in Europe may be shifting
    •The investment process
    •Performance summary, positioning and outlook
  • Sustainable equities in 2020 and beyond Recorded: Feb 4 2020 4 mins
    Hamish Chamberlayne
    In an environment that no longer caters for indiscriminate rising stock prices, Hamish Chamberlayne, Head of SRI at Janus Henderson, will give a quick summary on remaining optimistic beyond the economy in 2020.
  • Groundhog Day for Global tech? Recorded: Jan 30 2020 34 mins
    Richard Clode
    Another strong year for technology outperformance will be met yet again by concerns on valuation and regulation. Given this has become an annual debate over the past decade, are investors looking at the sector the right way? Richard Clode, Global Technology Portfolio Manager, discusses these issues and will also cover:
    •Year-end review of tech sector
    •Update on key themes
    •Portfolio positioning and key changes
    •Performance update
    •Global Technology Strategy 2020 outlook
  • US equities vs bonds: two key trends to watch in 2020 Recorded: Jan 29 2020 5 mins
    Marc Pinto & Jeremiah Buckley
    Disruption and consumer spending – are these the two key trends to watch in 2020? In this video, portfolio managers Marc Pinto and Jeremiah Buckley discuss why they believe US equities should remain an attractive choice for investors over the next 12 months.
  • Strategic Fixed Income outlook 2020 Recorded: Jan 16 2020 3 mins
    John Pattullo & Jenna Barnard
    Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors, will share their thoughts and views on bond markets in the coming year.
  • China: resilient despite challenges Recorded: Dec 11 2019 31 mins
    May Ling Wee
    A slowing economy, ongoing geopolitical adversity and turmoil and a ratcheting down of global growth expectations have been the backdrop for the most of 2019. Against this, what are the new opportunities – and challenges – for investors in the China market? May Ling Wee, China portfolio manager at Janus Henderson Investors will address this topic as well as provide a year-end review for Chinese equities, a portfolio update including positioning and performance review, and share the team’s outlook for 2020.
  • Janus Henderson UK Property PAIF Update Recorded: Dec 10 2019 25 mins
    Ainslie McLennan
    Since the Brexit referendum the Janus Henderson UK Property PAIF has continued to hold a higher level of cash in the face of continued political and market uncertainty, and remains open for dealing. During this webcast Co-Manager Ainslie McLennan will explain that the fund’s emphasis is on holding a broad mix of high-quality properties with robust tenants on long leases in good locations. The diversification that comes from maintaining a balanced portfolio means the fund is not heavily exposed to one particular sector.
  • Should investors aim high in 2020? Recorded: Dec 5 2019 45 mins
    Tom Ross & Seth Meyer
    2019 has seen policy easing by central banks amplify the search for yield amid an unclear global economic backdrop. In this presentation, Seth Meyer and Tom Ross, credit portfolio managers at Janus Henderson Investors, take stock of market conditions and the economic outlook to consider the prospects for high yield bonds in 2020. Areas covered include:

    •Market dynamics within different regions and why global high yield is expected to remain in demand.
    •The catalysts that could drive a widening or tightening of spreads, with US politics set to play a starring role.
    •Whether quality will continue to outperform or will a trough in the cycle see fresh appetite for lower-rated bonds.
  • REITs: Strong performance in 2019 but polarisation continues... Recorded: Nov 26 2019 46 mins
    Guy Barnard
    In this webcast, Guy Barnard, Co-Head of Global Property Equities discusses why an income-producing and more defensive asset class like global property equities is seeing strong demand from investors particularly in a more uncertain market environment. Among others, he will provide an update on market and fund performance and cover how the fund is actively positioned to benefit from the evolving property landscape which is creating winners and losers.
  • Innovation driving opportunity in healthcare Recorded: Nov 7 2019 33 mins
    Andy Acker
    Andy Acker, Portfolio Manager of the Janus Henderson Global Life Sciences Fund, discusses the opportunities available in the healthcare sector and how an active manager can take advantage of these opportunities. In this webcast, Andy will discuss:
    •The accelerating pace of innovation in the healthcare sector
    •Defensive characteristics provided by the sector
    •Why an active approach is crucial
    •The investment process, fund performance and current fund positioning.
  • Multi Asset Credit Fund — 7-up and still fizzing Recorded: Nov 5 2019 32 mins
    Colin Fleury & David Milward
    Date: Tuesday 5 November 2019 | 10am
    As the outlook for global growth becomes more uncertain and market sentiment more cautious, Head of Secured Credit, Colin Fleury, and Head of Loans, David Milward, portfolio managers of the fund, discuss current issues facing fixed income investors. Sharing how they are navigating the late cycle credit markets, they will expand on their asset allocation preferences in the current environment.

    With the fund currently celebrating its 7th anniversary in 2019, the managers also offer thoughts on what they have learnt from managing the fund over the past seven years and how this will help them manage through a somewhat uncertain future.

    Key points:
    •Market review
    •Trends in the underlying asset classes
    •A 7 year milestone
    •Performance and positioning
    •Outlook and Q&A
  • Sustainable investment – ESG considerations are critical, not a ‘nice to have’ Recorded: Oct 30 2019 2 mins
    Hamish Chamberlayne
    Hamish Chamberlayne, Head of SRI at Janus Henderson Investors, believes that investors are still underestimating the powerful impact of sustainability issues on investment returns. In this short summary, he will discuss the four environmental and social megatrends that lie at the heart of the team’s ESG approach.
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  • Title: Q&A Session: Janus Henderson UK Absolute Return Update
  • Live at: Jul 17 2019 1:00 pm
  • Presented by: Luke Newman
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