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Sustainable equities in 2020 and beyond

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.
Recorded Feb 4 2020 4 mins
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Hamish Chamberlayne
Presentation preview: Sustainable equities in 2020 and beyond

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  • Channel
  • Channel profile
  • Supportive policy and more attractive spreads – what’s not to like? Jun 18 2020 1:00 pm UTC 60 mins
    Tim Winstone
    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?
  • Technology Modernization: Secular Themes Powering A New Operating Playbook Jun 3 2020 2:00 pm UTC 60 mins
    Denny Fish
    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
  • Safe as houses still? COVID-19’s impact on global real estate Recorded: May 14 2020 50 mins
    Guy Barnard
    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.
  • Baby Zoomers: post-lockdown implications for technology Recorded: May 13 2020 59 mins
    Richard Clode, Alison Porter & Graeme Clark
    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?
  • Strategic Fixed Income — COVID 19 update Recorded: May 6 2020 44 mins
    John Pattullo & Jenna Barnard
    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.
  • Janus Henderson Global Life Sciences update Recorded: May 5 2020 53 mins
    Andy Acker
    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

    Key points:
    •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
  • Janus Henderson European Equities update Recorded: Apr 29 2020 53 mins
    John Bennett
    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
  • Janus Henderson Macro Economic Update Recorded: Apr 21 2020 38 mins
    Simon Ward
    We are delighted to invite you to our webcast session with Simon Ward, Economic Adviser at Janus Henderson Investors.

    Simon will discuss the global macroeconomic and market outlook in light of the latest pandemic developments and signals from monetary and cycle analysis.

    Please join us for this informative and insightful conversation.
  • Janus Henderson Balanced update Recorded: Apr 15 2020 47 mins
    Jeremiah Buckley & Phil Gronniger
    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.
  • 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
  • Same but different: high yield investing amid the crisis Recorded: Mar 31 2020 9 mins
    Tom Ross
    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.
  • 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.
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  • Live at: Feb 4 2020 2:00 pm
  • Presented by: Hamish Chamberlayne
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