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.