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Janus Henderson Horizon Pan European Equity Fund Update

On 9 January 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will give their quarterly update, reviewing European markets (and the macro/political backdrop) during the final quarter of 2017. The webcast will cover the performance of the fund, and summarise current positioning and outlook.
Recorded Jan 9 2018 37 mins
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Presented by
Tim Stevenson & James Ross
Presentation preview: Janus Henderson Horizon Pan European Equity Fund Update

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  • Janus Henderson European Equities update Oct 30 2018 2:00 pm UTC 45 mins
    John Bennett & Andrew McCarthy
    John Bennett and new Co-Manager Andrew McCarthy will deliver an update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into their thoughts on European markets, and why they anticipate a challenge to market direction and the dominance of growth stocks.
  • EM investing: ‘kick the tyres’ rather than ‘tick the boxes’ Oct 16 2018 1:00 pm UTC 30 mins
    Stephen Deane & Ian Tabberer
    Stephen Deane and Ian Tabberer, Portfolio Managers on the Janus Henderson Global Emerging Market Equities Team, will discuss sustainability within an emerging markets investment context and how they believe that it is better for investors to adopt an open-minded approach to engagement, which focuses more on ‘kicking the tyres’ rather than ‘ticking boxes’.
  • Navigating a challenging year for fixed income with a flexible approach Oct 9 2018 1:00 pm UTC 30 mins
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    2018, so far, has been a fairly turbulent environment for fixed income markets, marked by sporadic shocks, which investors have largely treated as being driven by one off or transitory events. However, the list of such transitory episodes continues to grow and the cumulative impact on the fixed income universe poses significant challenges to investors. Thus, the flexibility to seek out the best opportunities and protect against the worst case scenarios without any constraints has never been more important, given the continued presence of historically low yields in the developed world at a time of declining global liquidity.

    In this webcast, Andrew Mulliner and Ryan Myerberg, Portfolio Managers of the Janus Henderson Horizon Total Return Bond Fund share their thoughts on the markets and the prospects for bond investors in the near future. The webcast session will also include a review of the performance of the fund and summary of current positioning.

    Key points:
    • Macro themes likely to shape the rest of 2018
    • Current strategies in the fund
    • Performance and portfolio update
    • Outlook and Q&A
  • Health Care: early stages of a multi-year growth cycle Oct 2 2018 2:00 pm UTC 30 mins
    Ethan Lovell
    Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Fund, believes expert insight is required when investing in health care – a highly complex, dynamic growth sector. In this webcast, Ethan will discuss:

    •The case for long-term investment in the health care sector
    •Why an active approach is crucial
    •The key strengths of the Global Life Sciences Team
    •The investment process, fund performance and current fund positioning
  • Investing in disruption Sep 25 2018 1:00 pm UTC 30 mins
    Richard Clode
    The world around us is being reshaped by technology as innovative companies disrupt traditional business models and transform the way that individuals lead their lives. In this webcast, Richard Clode, portfolio manager in the Janus Henderson Global Technology Team, will cover:

    • The acceleration and growing breadth of technology disruption
    • Navigating the hype cycle to reduce volatility in technology investing
    • The importance of valuation discipline
    • Performance update and outlook
  • Expert insight: JHGDI Edition 19 Recorded: Aug 20 2018 2 mins
    Ben Lofthouse
    Watch highlights from our latest #JHGDI dividend report featuring Ben Lofthouse, our Head of Global Equity Income.
  • The Amazonisation effect and bonds Recorded: Jul 18 2018 36 mins
    John Pattullo
    For a number of years now the Strategic Fixed Income Team have been speaking about the structural forces bringing disruption to the global economy and markets — unfavourable demographics, Japanification of Europe, excessive debt, peak globalisation and technology to name but a few.

    In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
  • Is this as good as it gets? Recorded: Jul 17 2018 32 mins
    Tim Stevenson and James Ross
    On 17 July 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will deliver their latest update, giving their frank views on European market volatility thus far in 2018, and areas of particular interest for their quality growth strategy.
  • Is there difference in value? Recorded: Jul 10 2018 33 mins
    Nick Sheridan
    On 10 July 2018, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund, will deliver a live update on his value-biased investment strategy, summarising performance and positioning, and his thoughts on the prospects for Euroland equities in the second half of 2018.
  • Q&A Session: Janus Henderson UK Absolute Return Strategy Recorded: Jun 28 2018 35 mins
    Luke Newman
    On 28th June at 15:00 CET, Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
  • Investing in disruption Recorded: Jun 25 2018 40 mins
    Graeme Clark
    The world around us is being reshaped by technology as innovative companies disrupt traditional business models and transform the way that individuals lead their lives. Join Graeme Clark, portfolio manager in the Global Technology Team, for an update on the strategy covering among others market review, fund performance and the team’s outlook for the sector.
  • Is this the end of the cycle? Recorded: Jun 21 2018 38 mins
    Tom Ross & Seth Meyer
    Have high yield issuers been engaged in healthy living or is a period of excess set to catch up with them? With yields and credit spreads at relatively tight levels we look at whether recent volatility and market developments are a signal of the end of the credit cycle. In this webcast, portfolio managers Tom Ross and Seth Meyer discuss:

    •The relative attraction of high yield and whether US or European high yield markets offer better value for the long term.
    •How do you pick credit towards the end of the credit cycle?
    •Current portfolio positioning and recent performance
  • Health Care: early stages of a multi-year growth cycle Recorded: Jun 18 2018 24 mins
    Andy Acker
    Andy Acker, co-manager of the Janus Henderson Global Life Sciences Fund, explains why expert insight is required when investing in healthcare – a highly complex, dynamic growth sector. In this webcast, he will expand on the case for long-term investment, why an active approach is crucial, and the key strengths of his team and their process.

    The webcast will also include a review of the fund’s performance, summary of current positioning, and Mr. Acker’s outlook.
  • Global Equities: Focus on the predictable Recorded: Jun 14 2018 30 mins
    Steve Weeple
    Steve Weeple, Portfolio Manager on the Edinburgh-based Janus Henderson Global Equities team, will provide an update on their strategy and approach, which avoids short-term market ‘noise’ and focuses on long-term secular and predictable trends that can provide attractive end markets for companies to operate in.
  • Strategic Fixed Income: a big regime shift in inflation? No. Recorded: Jun 5 2018 7 mins
    John Pattullo and Jenna Barnard
    In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root. Despite the general market assumptions for higher inflation in the developed world, the team expect interesting opportunities in government bond markets in the coming months.
  • The battle of the cyclical bear and the structural bull Recorded: May 22 2018 36 mins
    John Pattullo and Jenna Barnard
    Co-managers of the Janus Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, have an unconventional and non-consensual view on the global economy. In this webcast, they will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors, as well as the core themes in their portfolios.

    The webcast session will also include a review of the performance of the fund, summary of current positioning and outlook for the medium term.
  • Emerging Market Equities: On the road in China Recorded: May 4 2018 26 mins
    Stephen Deane
    Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market Equities team, will provide an update on their distinctive bottom-up approach to the asset class and share their observations from a recent trip to China, including the broader opportunities, risks and culture they experienced.
  • Janus Henderson European Equities update Recorded: Apr 24 2018 27 mins
    John Bennett
    On 24 April 2018 at 15:00 CET, John Bennett will deliver his latest update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into his views on European markets, and why he believes 2018 will see a challenge to both market direction and market leadership, following a one-way decade of dominance for growth stocks.
  • BREAK FREE: How to unleash opportunities in fixed income from ditching the index Recorded: Apr 23 2018 29 mins
    Andrew Mulliner
    In a low yield world, traditional fixed income vehicles and indices appear to offer more risk than reward. We explain why combining a flexible approach with a global remit offers additional opportunities for return and diversification in an environment characterised by shifting central bank policy and an uncertain economic outlook.
  • Janus Henderson Horizon Pan European Equity Fund quarterly webcast Recorded: Apr 18 2018 32 mins
    Tim Stevenson & James Ross
    On 18 April 2018 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Janus Henderson Horizon Pan European Equity Fund, will deliver their quarterly update, covering the performance of the fund, recent trades and current positioning, as well as giving their thoughts on a challenging few months for European – and indeed global - markets.
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  • Title: Janus Henderson Horizon Pan European Equity Fund Update
  • Live at: Jan 9 2018 2:00 pm
  • Presented by: Tim Stevenson & James Ross
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