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Evolution in a crisis: Accelerating the pace of innovation

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.
Recorded Sep 8 2020 47 mins
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Presented by
Andy Acker
Presentation preview: Evolution in a crisis: Accelerating the pace of innovation

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  • Channel
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  • (R)Evolution in Property Equities: Accelerating trends demand a new perspective Recorded: Oct 21 2020 53 mins
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  • Multi-Sector Income Update: Finding value in today’s fixed income market Recorded: Sep 29 2020 54 mins
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    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
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    Please note that if you miss this webcast you can watch the replay using the same link.
  • STRATEGIC FIXED INCOME — LIVE UPDATE Recorded: Sep 17 2020 38 mins
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    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.

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    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.

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  • The implications of COVID-19 from a Multi-Asset perspective Recorded: Sep 10 2020 56 mins
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  • 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.
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    • Andrew Jones, Director of Global Equities, Janus Henderson Investors

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    Tim Winstone
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  • Multi-Sector Income Update: Playing the Rebound Recorded: Jun 11 2020 54 mins
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  • 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:

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  • Technology Modernization: Secular Themes Powering A New Operating Playbook Recorded: Jun 3 2020 55 mins
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  • Safe as houses still? COVID-19’s impact on global real estate Recorded: May 14 2020 50 mins
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    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?
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  • Title: Evolution in a crisis: Accelerating the pace of innovation
  • Live at: Sep 8 2020 2:00 pm
  • Presented by: Andy Acker
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