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?
RecordedMay 13 202059 mins
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On Thursday 18 February, portfolio manager David Elms will provide an update on the Multi Strategy portfolio and share his latest market perspectives and outlook. The webcast will include an update on positioning and performance.
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, will provide an update on the market and fund, which retains a broad mix of high-quality assets across sectors and geographies, with a focus on location, depth of occupational demand, strength of tenant, lease length and asset management. The PAIF, which is set to reopen for dealing on 24 February 2021 along with its feeder fund, has had a significant focus on sustainability since 2012 and is committed to become operationally net zero carbon across the portfolio by 2030.
On 16 February, Director of European Equities John Bennett will provide an update on the European Equities portfolio and share their latest market perspectives and outlook. The webcast will include an update on positioning and performance.
Throughout 2020, investors have witnessed unprecedented volatility within the European Corporate Bond market. Policy response has been strong, both in terms of its size and speed, which has provided a trifecta of stimulus (low interest rates, quantitative easing and fiscal support) for the market. As we look towards 2021, how will experiences from 2020 shape our portfolio construction views across Investment Grade markets.
In this upcoming webcast, Tim Winstone, Corporate Credit Portfolio Manager, delves into where we believe the alpha opportunities lie ahead for the European investment grade market, positioning for the Janus Henderson European Corporate Bond Fund and an outlook for the market, including the impacts of:
• Resurgence of second lockdowns and the impact on company fundamentals/global growth;
• Lingering risks that could impact the future performance of credit markets over 2021; and
• Expectations around ECB action in December.
In this webcast, Portfolio Manager Luke Newman will be outlining the team’s latest performance, outlook and positioning for the Janus Henderson United Kingdom Absolute Return strategy, with the opportunity for the audience to raise questions live during the session.
Join Gordon Mackay, Portfolio Manager for the Janus Henderson Global Equity Fund and Steve Weeple, Client Portfolio Manager as they discuss the importance of focusing on a bottom-up approach to finding companies that we believe have underappreciated growth and high barriers to entry at attractive valuations.
During this in-depth Q&A session, Gordon and Steve will also delve into what drove third-quarter performance, our current portfolio positioning and an outlook for the Portfolio.
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
Evolving secular trends including digitalisation, ageing population, shifting consumer preferences and global population growth (to name a few), have changed the future needs and uses of global property from those we know today.
Join Guy Barnard, Co-Head of Global Property Equities, as he discusses why the property sectors that drove yesterday’s returns will not be those of tomorrow’s. Uncover how a fundamental understanding of the global property sector and actively investing within it are key to delivering outperformance.
Guy will also provide a recap on the year so far for global REITS and how not all property types have performed equally in the COVID-19 pandemic.
On Thursday 15 October, Portfolio Managers Jeremiah Buckley, CFA and Michael Keough will provide an update on the Balanced portfolio and share their latest market perspectives and outlook. The webcast will include an update on portfolio positioning and performance.
Following unprecedented levels of monetary and fiscal stimulus risk markets broadly continued to recover through the third quarter pricing in close to a ‘V-shaped’ economic recovery. September however has seen a pick-up in volatility as coronavirus cases rise again in Europe and geopolitical events such as the US election and Brexit approach. 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 feeding through to corporate credit fundamentals?
• Is this time different from a cyclical perspective across regions, sectors and names?
• What are the risks and opportunities you see in high yield as we go into year end and beyond?
A crisis of unprecedented magnitude and speed followed by an equally sharp recovery may leave investors wondering where they can find value in the fixed income markets.
While opportunities exist, they take deep fundamental research to uncover and we believe now is really the time to be active with your fixed income allocation. There are several uncertainties still facing investors and with this backdrop, being able to spot and take advantage of market dislocations while actively managing risk is paramount.
Please join Portfolio Managers Seth Meyer, CFA, John Kerschner, CFA and John Lloyd as they discuss:
Misunderstood areas of the market offering attractive yields
Opportunities they are finding even amid tight spreads
How active management can take advantage of the dislocations we the team is still seeing in the market
This webcast session will also include a review of the performance of the Janus Henderson Multi-Sector Income Fund, its current positioning and outlook for the medium term.
Please note that if you miss this webcast you can watch the replay using the same link.
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.
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 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.
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.
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.
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.
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?