Smooth operator – seeking a less volatile path in fixed income

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.

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 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.

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

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.

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

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.

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

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

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, 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.

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 this webcast, Fund 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.

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 this webcast, portfolio manager David Elms and Investment Director, Alistair Sayer will give an introductory webinar on the Janus Henderson Global Multi-Strategy Fund. Unlike other alternatives products that might only employ a single strategy, the Fund is made up of six internally-managed strategies: five of those seek to identify opportunities in more ‘normal’ market conditions, and the sixth strategy, a dedicated protection strategy, seeks to deliver returns in troubled market environments where volatility is rising and where other strategies typically underperform. Key points covered include:
•How the team identify opportunities that are not ‘zero-sum games’ across financial markets
•The team-developed, skills-based strategies that they manage
•The importance of explicit top-down portfolio protection.

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

Investment grade credit spreads have moved from being at relatively tight levels in January 2020, to the widest quartile three months later. In Europe the spread widening has come from the dual effect of higher investment grade corporate bond yields plus lower government bonds yields, prompting investors to consider whether now is the time to raise allocations to investment grade corporate bonds. In this presentation, Tim Winstone, portfolio manager of Janus Henderson’s European Investment Grade Strategy, tackles some of the questions investors are asking, including:

• How does investment grade compare to government and high yield markets?
• Does the technical picture of supportive monetary and fiscal policy outweigh fundamental and economic concerns?
• How are we positioned and where might the biggest risks and 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.

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.

Portfolio manager Steve Johnstone will give an update on the Janus Henderson Global Equity Market Neutral strategy.

The rapid spread of COVID-19 this year, and how governments globally have responded, has had huge consequences for all industries and sectors. In this webcast, Steve will provide some insight into some of the more resilient characteristics of his equity market neutral approach and outline the role he believes the strategy can play for investors at a time of such heightened uncertainty and market volatility.

Key points covered include:
•Managing a market neutral strategy
•Differentiated impact of COVID-19 requires a different mindset
•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.

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.