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A time for consistency

On 15 February 2019 at 15:00 CET, James Ross, Co-Manager of the Janus Henderson Horizon Pan European Equity Fund, will deliver the latest update on his quality growth European equities strategy. As part of his presentation, James will provide an overview of the current market backdrop, and the prospects for better quality, more defensive stocks in 2019.
Recorded Feb 15 2019 43 mins
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James Ross
Presentation preview: A time for consistency

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  • Channel
  • Channel profile
  • High yield: dealing with dispersion Jun 26 2019 2:00 pm UTC 60 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.
  • 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.
  • Expert insight: JHGDI Edition 21 Recorded: Feb 18 2019 2 mins
    Jane Shoemake
    Watch highlights from our latest Janus Henderson Global Dividend Index (#JHGDI) report featuring Jane Shoemake, Global Equity Income Investment Director.
  • A time for consistency Recorded: Feb 15 2019 43 mins
    James Ross
    On 15 February 2019 at 15:00 CET, James Ross, Co-Manager of the Janus Henderson Horizon Pan European Equity Fund, will deliver the latest update on his quality growth European equities strategy. As part of his presentation, James will provide an overview of the current market backdrop, and the prospects for better quality, more defensive stocks in 2019.
  • Navigating Stormy Waters: the Return of Volatility and How to Harness it Recorded: Feb 12 2019 33 mins
    David Schofield and Iheshan Faasee
    Date: 12 February 2019 | Time: 2pm (GMT)

    Volatility is one of the few things we can be sure of in stock markets, and it certainly seems to be back with a vengeance since October of last year. The fact that stock prices and markets move around is a given, but interpreting the fundamental macro or micro-economic drivers of that volatility is more challenging.

    But is this really necessary? And indeed, is volatility something to be feared, to be eradicated wherever possible? Since volatility is itself volatile, should we always try to hide from it or are there times we can harness it as a useful indicator and a source of return? Can portfolios that adapt their risk exposure based on current volatility in the market be more efficient than simply allocating between low volatility and core equity strategies?

    Intech has over 30 years’ experience in understanding and making use of volatility to build equity portfolios with a variety of different risk and return characteristics. This session will focus on:

    •Understanding the relationship between volatility and market drawdowns
    •The behaviour of markets in different volatility regimes
    •Building portfolios that vary their beta in a timely fashion to these changing regimes without timing the market
  • Technology disruption in uncertain markets Recorded: Jan 31 2019 42 mins
    Graeme Clark
    Technology continues to take share from traditional business models but does that change with a more uncertain macro-economic outlook and increasing regulatory risk? In this webcast, Graeme Clark, portfolio manager on the Janus Henderson Global Technology Team, will cover:
    • Strong long-term secular drivers powering technology share gains
    • Technology outlook in light of more uncertain macro-economic conditions, trade tensions and increasing regulatory focus
    • Navigating the hype cycle to reduce volatility in technology investing
    • The increasing importance of valuation discipline
    • Performance update and outlook.

    Additional information on the benchmark
    The Benchmark administrator, MSCI Limited, restructured the Benchmark on 30 November 2018, meaning the constituents of the Benchmark will change with the reclassification of certain companies in it to another benchmark. As a result, the Management Company and the Investment Manager have jointly concluded that the Benchmark will no longer be appropriate for the calculation of the Performance Fee going forward and may be potentially disadvantageous to Shareholders.

    Accordingly, in advance of being able to identify a more appropriate benchmark for the Performance Fee calculation, the Management Company and the Investment Manager will waive any Performance Fees that may accrue and be payable for the Share Classes as of 1 December 2018 until further notice.
  • Disruption = opportunity Recorded: Jan 24 2019 35 mins
    Nick Sheridan
    On 24 January 2019 at 15:00 CET, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund, will deliver the latest update on his value-biased investment strategy, summarising performance and positioning, and his thoughts on the prospects for Euroland equities as we move into 2019.
  • Q&A Session: Janus Henderson UK Absolute Return Strategy Recorded: Jan 17 2019 55 mins
    Luke Newman
    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.
  • Global Equities: What are the characteristics of a "high-quality company"? Recorded: Jan 9 2019 45 mins
    Steve Weeple
    Steve Weeple, Portfolio Manager on the Edinburgh-based Janus Henderson Global Equities Team, will discuss the team’s approach to identifying high-quality companies. As long-term investors, the team are always looking to invest in companies that are well placed to demonstrate resilience through the economic cycle, or in the face of unforeseen events. Gaining this conviction comes down to a deep understanding of the characteristics that a company and its management exhibit over time. Steve will discuss several of the holdings in the portfolio from this perspective.
  • Which investment themes matter most for 2019? Recorded: Dec 11 2018 28 mins
    John Pattullo, John Bennett and Ben Lofthouse.
    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.
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  • Title: A time for consistency
  • Live at: Feb 15 2019 2:00 pm
  • Presented by: James Ross
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