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Baby Zoomers: post-lockdown implications for technology

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?
Recorded May 13 2020 59 mins
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Presented by
Richard Clode, Alison Porter & Graeme Clark
Presentation preview: Baby Zoomers: post-lockdown implications for technology

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  • STRATEGIC FIXED INCOME — LIVE UPDATE Recorded: Sep 17 2020 38 mins
    Jenna Barnard & John Pattullo
    While the direction of travel of bond yields has not been surprising, the speed at which bond yields are travelling has been unexpected. We continue to assess how the Japanification theme of Europe is likely to unfold against a backdrop where investors are desperate in search of reliable and sensible yield.

    Jenna Barnard and John Pattullo will discuss the impact of such themes on corporate bond yields, sharing their insights into the world of asset allocation and investments.

    The second quarter of 2020 was an idyllic environment for corporate bonds following a tumultuous first quarter. In this webcast, Jenna and John will also provide a deep dive into the outperformance of the Janus Henderson Horizon Strategic Bond Fund over the period, its current positioning and outlook for the medium term.
  • Technology for Good: Innovation is the key to solving many global challenges Recorded: Sep 16 2020 49 mins
    Richard Clode, Alison Porter & Graeme Clark
    With strong balance sheets and having in many cases benefited from the COVID-19 crisis, technology companies have been able to continue to innovate putting them in a stronger position to disrupt weaker incumbents post-crisis.

    The digital divide has only been exacerbated by the crisis. Opportunities have multiplied but so have the risks of greater regulatory and geopolitical scrutiny.

    In this webinar, Portfolio Managers Alison Porter, Graeme Clark and Richard Clode will discuss:

    • Why the possible 'K-shaped' economic recovery has highlighted the importance of integrating ESG analysis when analysing companies in the technology sector
    • How imminent IPOs of companies within the technology sector may help power a more sustainable future;
    • Emerging political hurdles around the US/China trade war and an anticipated wave of regulation
  • The implications of COVID-19 from a Multi-Asset perspective Recorded: Sep 10 2020 56 mins
    Paul O'Connor & Oliver Blackbourn
    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.
  • Evolution in a crisis: Accelerating the pace of innovation Recorded: Sep 8 2020 47 mins
    Andy Acker
    The COVID-19 pandemic, while upending nearly aspect of life, is highlighting the pace which health care companies are innovating. These companies are vastly expediting regulatory processes and applying pressure to supply ecosystems to deliver health care innovations in new and exciting ways.

    During this webinar with Portfolio Manager Andy Acker, you will learn about:
    •Complex and evolving nature of the COVID-19 crisis leading to changing market dynamics
    •How the pandemic has supercharged innovation within health care as it seeks to address unmet medical needs
    •The power of deep, fundamental research to uncover the most compelling opportunities across the life sciences spectrum while also integrating a framework that focuses on downside risks.
  • LIVE Q&A: Janus Henderson UK Absolute Return Recorded: Jul 9 2020 56 mins
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    In this webcast, Fund Manager Luke Newman will be outlining the team’s latest performance, outlook and positioning for the Janus Henderson UK Absolute Return strategy, with the opportunity for the audience to raise questions live during the session.
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    In this webcast, portfolio manager David Elms and Investment Director, Alistair Sayer will give an introductory webinar on the Janus Henderson Global Multi-Strategy Fund. Unlike other alternatives products that might only employ a single strategy, the Fund is made up of six internally-managed strategies: five of those seek to identify opportunities in more ‘normal’ market conditions, and the sixth strategy, a dedicated protection strategy, seeks to deliver returns in troubled market environments where volatility is rising and where other strategies typically underperform. Key points covered include:
    •How the team identify opportunities that are not ‘zero-sum games’ across financial markets
    •The team-developed, skills-based strategies that they manage
    •The importance of explicit top-down portfolio protection.
  • Virtual Sustainable Investment Forum Recorded: Jul 2 2020 52 mins
    David Katimbo-Mugwanya and Andrew Jones
    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.
  • Supportive policy and more attractive spreads – what’s not to like? Recorded: Jun 24 2020 49 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?
  • Janus Henderson Pan European Equity Update Recorded: Jun 23 2020 51 mins
    Jamie Ross
    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.
  • Equity market neutral: Diversification in the era of viral uncertainty Recorded: Jun 17 2020 49 mins
    Steve Johnstone
    Portfolio manager Steve Johnstone will give an update on the Janus Henderson Global Equity Market Neutral strategy.

    The rapid spread of COVID-19 this year, and how governments globally have responded, has had huge consequences for all industries and sectors. In this webcast, Steve will provide some insight into some of the more resilient characteristics of his equity market neutral approach and outline the role he believes the strategy can play for investors at a time of such heightened uncertainty and market volatility.

    Key points covered include:
    •Managing a market neutral strategy
    •Differentiated impact of COVID-19 requires a different mindset
    •Portfolio positioning and Q&A
  • Multi-Sector Income Update: Playing the Rebound Recorded: Jun 11 2020 54 mins
    Seth Meyer, John Lloyd & John Kerschner
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    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.
  • Fixed income: beware the sirens of complacency Recorded: Jun 10 2020 32 mins
    Nick Maroutsos & Jason England
    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.
  • Technology Modernization: Secular Themes Powering A New Operating Playbook Recorded: Jun 3 2020 55 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
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  • Safe as houses still? COVID-19’s impact on global real estate Recorded: May 14 2020 50 mins
    Guy Barnard
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  • 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?
  • The Global Sustainable Equity Strategy: finding the triple bottom line Recorded: May 7 2020 56 mins
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    On 7 May Hamish Chamberlayne, Head of SRI at Janus Henderson, will explain how recent global events, including the COVID-19 pandemic, may accelerate the trend towards sustainability and will provide an update on the Global Sustainable Equity strategy.
  • 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
  • High yield in a world of extremes Recorded: Apr 28 2020 47 mins
    Thomas Ross and Seth Meyer
    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?
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  • Live at: May 13 2020 1:00 pm
  • Presented by: Richard Clode, Alison Porter & Graeme Clark
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