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BREAK FREE: How to unleash opportunities in fixed income from ditching the index

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.
Recorded Apr 23 2018 29 mins
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Presented by
Andrew Mulliner
Presentation preview: BREAK FREE: How to unleash opportunities in fixed income from ditching the index

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  • Channel
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  • Keep your cash in play Oct 21 2019 2:00 pm UTC 60 mins
    Nick Maroutsos & Jason England
    With interest rates in Europe at record lows and even negative in some places, investors may be looking to make their cash work harder. In this presentation Nick Maroutsos and Jason England, two of the portfolio managers on the Absolute Return Income strategy at Janus Henderson, explain how a global approach to fixed income that focuses on low volatility can help navigate this challenging environment with assuming excessive risk. Areas covered include:

    •An assessment of the macroeconomic environment for fixed income
    •Some of the strategies and global opportunities the team are pursuing to help generate returns
    •An update on key developments within 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, Switzerland, and UK.
  • The tug-of-war in the corporate bond market Recorded: Oct 10 2019 42 mins
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    • The risks and opportunities from the technical and economic backdrop
    • The implications of negative rates and is there still value within investment grade bonds
    • An update on the markets and portfolio positioning
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    John Bennett
    Is it the time for true active to come to the fore in Europe? John Bennett, Head of Pan European Equities gives his insight into the disruptive trends affecting European markets, in this latest update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund. His views will cover:

    •The role of ‘true’ active management to help identify Europe’s future winners
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    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Simplicity in the field Recorded: Sep 12 2019 48 mins
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    •The value of integrated in-house equity and fixed income capabilities
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    •Is it possible to generate competitive returns while limiting downside risk?

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Trade: back to the drawing board Recorded: Sep 5 2019 29 mins
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    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Janus Henderson Global Dividend Index: Expert insight - Edition 23 Recorded: Aug 19 2019 1 min
    Ben Lofthouse
    On 19 August 2019, Ben Lofthouse, Head of Global Equity Income will discuss highlights from our latest Janus Henderson Global Dividend Index (#JHGDI) report.

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Trade war tension: look past the noise to navigate uncertainty Recorded: Aug 8 2019 5 mins
    George P. Maris, CFA
    Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
  • Technology in the face of uncertainty Recorded: Jul 18 2019 43 mins
    Alison Porter
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    •Portfolio positioning and movement, performance update and outlook

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Q&A Session: Janus Henderson UK Absolute Return Update Recorded: Jul 17 2019 48 mins
    Luke Newman
    Fund Manager Luke Newman hosted a live Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allowed investors to raise topics in advance of the call. It was also possible to submit questions during the webcast.


    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Profiling a successful European company Recorded: Jul 15 2019 32 mins
    James Ross
    James Ross, Manager of the Janus Henderson Horizon Pan European Equity Fund, gives an update on his quality growth European equities strategy. As part of his presentation, James will cover:

    •European markets in the first half of 2019
    •What do leading indicators tell us about European equities?
    •The proprietary screening process behind the investment strategy
    •Portfolio positioning, performance and outlook

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Euroland: don’t be late! Recorded: Jul 11 2019 32 mins
    Nick Sheridan
    From Brexit to US tariffs, the impact of political uncertainty has continued to weigh on sentiment towards Euroland equities. In this webcast, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund outlines why he believes the region offers intrinsic value for investors, discussing:

    •Why the sell off?
    •Supportive yields across the market cap scale
    •Value – is it relative or absolute?
    •Performance summary, portfolio positioning and outlook.

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Don’t panic! Asia is still relevant Recorded: Jul 9 2019 40 mins
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    •Current earnings and dividend trends
    •Compelling reasons to invest remain
    •Portfolio positioning, performance update and outlook.

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, and UK.
  • Here we go again Recorded: Jul 3 2019 35 mins
    Daniel Siluk
    Date: 3 July 2019 | Time: 9:30am (BST)

    Central banks were supposed to be returning towards normal monetary policy yet the economy and markets seem to have other ideas. In the space of a few months, nearly all the world’s major central banks have backtracked on their tightening rhetoric. The Absolute Return Income team at Janus Henderson had flagged this sea-change earlier this year, and in this webcast, portfolio manager Dan Siluk shares his views on what the future holds for fixed income and how the team navigates these conflicting signals. Areas covered include:

    • An assessment of the macroeconomic environment for fixed income
    • Where they see value on the yield curve and between markets
    • An update on key developments within the portfolio
  • High yield: dealing with dispersion Recorded: Jun 26 2019 41 mins
    Tom Ross & Seth Meyer
    Economic data has been mixed of late, leading to a dovish rethink on central bank policy, contributing to lower yields on government bonds. Yields on high yield bonds are, therefore, looking even more attractive but with the corporate outlook less certain, investors are becoming more discerning. We anticipate greater dispersion of bond returns as the market places renewed focus on fundamentals and scepticism towards weaker balance sheets. In this webcast Seth Meyer and Tom Ross, managers of high yield strategies at Janus Henderson Investors, look at some of the forces driving the high yield market globally and how to navigate these challenging markets.
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    Mid-Year Market GPS - themes in focus:
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  • Global Property Equities: Actively positioning for the future of real estate Recorded: Jun 11 2019 47 mins
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    * What opportunities are being generated from evolution within the REITS sector?
    * How are changes in technology impacting core real estate sectors?
    * Which markets have the most potential for the years ahead?
  • Never going back to "normal"... The outlook for bond markets Recorded: Jun 4 2019 41 mins
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    The webcast also includes a review of the performance of the Strategic Bond Strategy, highlights of current positioning and outlook for the medium term.
  • Fascinated by income – Euro high yield bonds Recorded: May 22 2019 39 mins
    Tom Ross & Tim Winstone
    As finding income in Europe becomes tougher, high yield bonds, which have historically generated attractive long term total returns, could become an interesting opportunity for investors. Tom Ross and Tim Winstone, Co Managers of the Euro High Yield strategy at Janus Henderson, explore this fascinating asset class.

    Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and you may lose the amount originally invested.
  • The Global Sustainable Equity Strategy: all roads lead to responsibility Recorded: May 21 2019 41 mins
    Hamish Chamberlayne
    On 21st May at 15:00 CET Hamish Chamberlayne, Manager of the Janus Henderson Global Sustainable Equity Fund, will explain why the time for sustainable and responsible investing is now and talk about his strategy’s positioning, performance and sector expertise.
  • China: taking share of global markets Recorded: May 14 2019 32 mins
    Charlie Awdry
    China’s influence on the global economy is beginning to be represented in global capital markets with the recent increased weighting of China ‘A’ shares in equity benchmarks and the opening up of onshore bond markets to foreign investors. Charlie Awdry, China equities portfolio manager, discusses China’s dynamic investment market and how the Janus Henderson Horizon China Fund is positioned to benefit from its long-term growth opportunities.
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  • Title: BREAK FREE: How to unleash opportunities in fixed income from ditching the index
  • Live at: Apr 23 2018 1:00 pm
  • Presented by: Andrew Mulliner
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