Smooth operator – seeking a less volatile path in fixed income

In this webcast, James Ross, Pan European Equity Portfolio Manager, will discuss how European equities will fare as the region slowly returns to a sense of ‘normality’ after the COVID crisis shockwave.

James will also be discussing:
•Current equity markets
•How the robust Pan European Equity investment process enables the team to remain objective and unemotional in this environment
•What a post-virus environment may look like, and how the fund is positioned for this.

Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Portugal, Spain, Sweden and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.

Are markets finally starting to wash their hands of the Covid 19 crisis? Credit markets are showing signs of resilience, and concerns over the impact of a second wave of the virus appear to have been replaced with discussions around the path to recovery. So far, we have seen varying degrees of a recovery across different credit asset classes, highlighting the importance of being selective.

In this webcast, co-managers of the Janus Henderson Multi-Sector Income Strategy discuss the rebound we are witnessing in credit markets, post March 2020, focusing on:

-the effectiveness of the policymakers’ playbook — short term and long term impacts
-potential risks that could retest the March market moves
dispersion and dislocation across credit — opportunities and value?
-constructing multi sector portfolios to navigate uncertain markets

They will also review the performance of the strategy with highlights of current positioning and the outlook for the medium term.

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.

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:

•The risks that are facing fixed income markets as corporate borrowers adjust to a new reality, government debt loads swell and political concerns return.
•Why it is more important than ever to identify value on the yield curve.
•How they have positioned the portfolio to capture opportunities and navigate market volatility.

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.

To navigate COVID-19, companies have been forced to work in new ways – a drastic shift underpinned by massive secular growth themes. To begin thriving, firms will need to incorporate new data, the Internet of Things, cloud, AI and network connectivity to better manage their business models and operations.

In this webinar, Portfolio Manager Denny Fish will examine how the convergence of these trends is creating opportunities for forward-looking investors. Topics include:

•How the acceleration of digital adoption is changing consumer behavior and demand patterns
•The refocusing of digital infrastructure, as every business is now a technology business
•The importance of resiliency and optionality within a technology portfolio and how this can benefit investors.

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.

Real estate markets are undoubtedly facing disruption from the crisis. What are the shorter-term impacts for the sector and how is COVID-19 accelerating the evolving longer-term needs and uses of real estate; which property sectors are more resilient, which are weaker? Companies are providing updates on how the virus will impact their operations, are REIT dividends still sustainable? In this webcast, Guy Barnard, Co-Head of Global Property Equities will address these concerns, share the latest on-the-ground insight, and provide an update on portfolio positioning, valuation and performance.

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.

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?

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.

The COVID-19 pandemic will likely prove to be a defining period for investors. We have seen unprecedented dramatic movements in asset prices and economic data. What is going on in the financial markets since the COVID 19 tsunami hit the globe in March? How have different asset classes fared over the period? And, what of the intervention measures by governments and central banks?

Jenna Barnard and John Pattullo will cover these topics and more, sharing their insights into the world of asset allocation and investments in a COVID stricken climate.

The webcast session will also include a review of the performance of the Janus Henderson Horizon Strategic Bond Fund over the period, its current positioning and outlook for the medium term.

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.

Andy Acker, Portfolio Manager on the Global Life Sciences Team, explains the case for active management in the healthcare sector. He also provides an update on the Global Life Sciences Fund, including

Key points:
•Fund performance: key contributors and manager outlook
•Investment process and team update
•Why healthcare now?
•The case for active management: wide disparity between winners and losers in healthcare

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.

John Bennett, Director of Pan European Equities provides his insight on the COVID-19 crisis and how he European stocks will come out at the other end. He also discusses the disruptive trends affecting European market in this latest update on the Janus Henderson Continental European Fund. His views will cover:

•How European equities entered the COVID-19 crisis and how the funds are positioned for the rebound
•Disruption: where are the winners in Europe?
•ESG in action

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.

Covid-19 has upended lives and the economy. Markets have had to rapidly move from pricing in a sanguine economic environment to the prospect of a synchronised global downturn. The result has been aggressive moves in credit spreads met by record levels of monetary and fiscal stimulus. 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 shaping high yield markets?
•Are defaults expected to pick up significantly and how can investors avoid them?
•Is the Federal Reserve’s move to purchase fallen angel bonds a game-changer?

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.

We are delighted to invite you to our webcast session with Simon Ward, Economic Adviser at Janus Henderson Investors.

Simon will discuss the global macroeconomic and market outlook in light of the latest pandemic developments and signals from monetary and cycle analysis.

Please join us for this informative and insightful conversation.

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.

On Wednesday 15 April, Portfolio Manager, Jeremiah Buckley and Client Portfolio Manager, Phil Gronniger, will provide an update on the Janus Henderson Balanced Portfolio and will share their current perspectives on the market and changes to their outlook during this volatile period. The webcast will include an update on positioning and performance.

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.

In light of recent market volatility as a consequence of coronavirus, Colin Fleury, Head of Secured Credit, and David Milward, Head of Loans, will be hosting a live webinar to discuss the Janus Henderson Multi-Asset Credit Fund.

Colin and David will give a wide-ranging update that will include discussion of the following points:

• The fund's positioning upon entering the crisis, and how that has changed
• Key market volatility, activity and liquidity
• Performance and attribution summary
• Fundamental performance implications

It will also possible to submit questions during the webinar and a recording will be made available once the call has concluded.

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.

Hamish Chamberlayne, portfolio manager on the Global Sustainable Equity Strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.

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.

In light of the recent market volatility, Fund Manager Luke Newman will be hosting a live Q&A session for the Janus Henderson United Kingdom Absolute Return strategy.

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.

The ‘Question Time’ format will allow investors to raise topics in advance of the call, please contact your local sales representative www.janushenderson.com. It will also possible to submit questions during the webcast.

In this webcast, portfolio manager portfolio manager Steve Johnstone will give his latest update on the Janus Henderson Global Equity Market Neutral strategy. Steve will also give some insight into some of the more resilient characteristics of his equity market neutral approach, from the use of pair trades (with stop losses) to risk parity portfolio construction and targeted volatility ranges.

2020 also marks a key milestone for the strategy. Steve will give a summary of the past three years, covering performance and key statistics, and his insight into the role this strategy can play for investors at a time of heightened uncertainty and significant market volatility.

Key points covered include:
•Three-year milestone
•The return of active management
•The market volatility challenge
•Portfolio positioning and Q&A

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.

Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis the Corporate Credit Team are remaining true to their process within high yield investing but recognise that some things need to be done differently.


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.

James Ross, Pan European Equity Portfolio Manager, discusses European equities in a climate where the COVID-19 coronavirus is rocking markets. James will discuss:

• The market move so far
• How the robust Pan European Equity investment process enables the team to remain objective and unemotional in this environment
• What a post-virus environment may look like, and how the fund is positioned for this.

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.

Financial markets have endured a volatile period lately. Among a number of risk factors, news of the spread of the coronavirus has amplified concerns for the global economy. What lies ahead? Will risk assets bounce back after the pummelling of recent weeks?

Periods like this highlight the need for an active multi sector manager that can leverage its credit market expertise to generate risk-adjusted outperformance and provide capital preservation. In this webcast, portfolio managers of the Multi Sector Income Fund will share the team’s views on the outlook for fixed income markets in times of rising global risks and how they address the risk factors in their portfolio.

The session will also include a review of the performance of the Janus Henderson Multi Sector Income Fund with highlights of current positioning and outlook for the medium term.


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.