Hi [[ session.user.profile.firstName ]]

Which investment themes matter most for 2019?

John Pattullo (fixed income), John Bennett (European equities) and Ben Lofthouse (global equity income), in an informal fireside chat format, discuss lessons learned from 2018 and what they expect from the coming year. Bringing with them strong opinions and a wealth of experience, the three explore where we go from here and what it means from their different investment perspectives.

Their conversation will include:
• How late cycle are we?
• Is it time to sell tech?
• What are the prospects for Europe?
• What have we learned from market moves in 2018?

Please note this is intended for UK and European professional investors only. It is not for use by journalists. For press comment please contact your local Janus Henderson PR representative.
Recorded Dec 11 2018 28 mins
Your place is confirmed,
we'll send you email reminders
Presented by
John Pattullo, John Bennett and Ben Lofthouse.
Presentation preview: Which investment themes matter most for 2019?

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • 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.
  • Technology in the face of uncertainty Recorded: Jul 18 2019 43 mins
    Alison Porter
    Macroeconomic, regulatory and geopolitical risk continue to generate volatility but technology stocks have continued to outperform wider equity markets. Can this continue? Are valuations across the sector still reasonable? In this webcast, Alison Porter, portfolio manager on the Janus Henderson Global Technology Team, will cover:

    •Development in long-term secular drivers continue to power technology share gains
    •Key themes and new drivers of tech outperformance
    •Being selective and navigating the hype cycle is becoming more important when it comes to growth assets
    •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
    Michael Kerley
    While the current backdrop in Asia may be more challenging with trade friction, along with weaker earnings revisions and consumer sentiment, the investment rationale for the region is still valid. In this webcast Mike Kerley, manager of the Asian Dividend Income Strategy will among others, discuss:
    •Asia mid-year update
    •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.
  • Investment Themes that Matter – Market GPS Discussion Recorded: Jun 26 2019 39 mins
    Alex Crooke, Michael Ho & Jim Cielinski
    Janus Henderson experts Alex Crooke (equities), Michael Ho (multi asset/alternatives) and Jim Cielinski (fixed income) explore the key themes for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion will assess potential impacts and opportunities for investors in the months ahead.

    Mid-Year Market GPS - themes in focus:
    • Disruption
    • Divergence
    • Geopolitical tensions
    • Tapping the income stream
    • And what else should be on the radar for investors?
  • Global Property Equities: Actively positioning for the future of real estate Recorded: Jun 11 2019 47 mins
    Guy Barnard
    Against a backdrop of increased macro uncertainty Guy Barnard, Co-Head of Global Property Equities, explains why a local and active approach is increasingly important in the property market today and outlines where he sees the best opportunities for the years ahead.

    Guy will explain that global property equities continue to offer diversification benefits and a reliable source of income, covering:
    * Why invest in REITs now?
    * 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
    John Pattullo & Jenna Barnard
    Co managers of the Strategic Bond Strategy, John Pattullo and Jenna Barnard, expanded on their thematic approach to bond investing and why this continues to deliver a differentiated and contrarian view of developed world bond opportunities. Having carved out the peak in US interest rates and bond yields in 2018, they discussed portfolio positioning and the outlook for both credit and government bond markets.

    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.
  • Janus Henderson European Equities update Recorded: Apr 11 2019 33 mins
    John Bennett
    John Bennett will deliver an update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund, providing some insight into recent trends in European markets and his thoughts on a potential challenge to the year-to-date rally. He will also look at the current positioning of his strategy, outlining why his focus is firmly on ‘true’ active management, based on bottom-up stock selection, to help identify Europe’s future winners.
  • Asian Equities: Turnaround drivers Recorded: Apr 4 2019 28 mins
    Andrew Gillan
    On 4th April at 15:00 CET Andrew Gillan, Head of Asia ex-Japan Equities, will be presenting a webcast on Asia’s dynamic investment market and how the Janus Henderson Asian Growth strategy is positioned as it seeks to benefit from the region’s long-term growth opportunities. Following the recent rally in Asia ex-Japan equities, Andrew will discuss the drivers of improved sentiment in the region, the factors needed for continued strong performance and the key risks investors should be aware of.
  • Innovation driving opportunity in healthcare Recorded: Mar 26 2019 36 mins
    Ethan Lovell
    Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Fund, discusses the complex and dynamic sector of heath care. In this webcast, Ethan will discuss:
    •The rapid and accelerating pace of innovation in the sector
    •How aging demographics is providing a tailwind
    •The exogenous factors affecting the 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
  • Navigating a smooth course Recorded: Mar 21 2019 39 mins
    Nick Maroutsos
    Date: 21 March 2019 | Time: 2pm (GMT)

    Markets have been volatile over the past year as deteriorating economic data, trade tensions and shifting central bank rhetoric have caused asset prices and yields to fluctuate. In this webcast, portfolio manager Nick Maroutsos looks at how investors can navigate this environment and chart a potentially less volatile path with their fixed income investments. Areas covered include:

    •An assessment of the macroeconomic environment for fixed income
    •Exploiting differences in monetary policy regimes globally
    •Techniques to generate income and manage volatility
  • The balancing act Recorded: Mar 19 2019 40 mins
    Jeremiah Buckley
    On 19th March at 15:00 CET, Fund Manager Jeremiah Buckley will be discussing the Janus Henderson Balanced Fund – a dynamically managed, US-focussed blend of equities and bonds, with over €21bn strategy AuM (as at 31 December 2018). With the fund now in its 21st year, Jeremiah will give a re-cap on the team, process and performance, and where they are currently identifying the best risk-adjusted opportunities across the corporate capital structure.
  • Market neutrality for uncertain times Recorded: Feb 26 2019 49 mins
    Steve Johnstone
    On 26th February at 15:00 CET, Fund Manager Steve Johnstone will be holding a webcast on the Janus Henderson Global Equity Market Neutral strategy. With the strategy approaching its 2-year anniversary, Steve will give a re-cap on its aims and investment process, as well as discuss performance drivers and improvements to the manager line-up.
For professionals only
Janus Henderson Investors live and on-demand webcast channel

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Which investment themes matter most for 2019?
  • Live at: Dec 11 2018 11:00 am
  • Presented by: John Pattullo, John Bennett and Ben Lofthouse.
  • From:
Your email has been sent.
or close