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Live Q&A: Janus Henderson UK Absolute Return 2020 Update

Fund Manager Luke Newman will be hosting a live Q&A session for the Janus Henderson United Kingdom Absolute Return strategy.

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.


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.
Recorded Feb 18 2020 56 mins
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Luke Newman
Presentation preview: Live Q&A: Janus Henderson UK Absolute Return 2020 Update

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  • Channel
  • Channel profile
  • Janus Henderson Multi-Asset Credit Fund update with Colin Fleury & David Milward Recorded: Apr 8 2020 47 mins
    Colin Fleury and David Milward
    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.
  • Global Sustainable Equity: weathering the storm Recorded: Apr 6 2020 7 mins
    Hamish Chamberlayne
    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.
  • Live Q&A: Janus Henderson UK Absolute Return Recorded: Apr 2 2020 60 mins
    Luke Newman
    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.

    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.
  • Equity market neutral: Diversification as the bull stops Recorded: Mar 31 2020 56 mins
    Steve Johnstone
    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
  • Same but different: high yield investing amid the crisis Recorded: Mar 31 2020 9 mins
    Tom Ross
    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.
  • Janus Henderson Pan European Equity COVID-19 update Recorded: Mar 26 2020 48 mins
    James Ross
    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.
  • Overcoming uncertainty: building a portfolio with diversified return drivers Recorded: Mar 18 2020 57 mins
    Seth Meyer, John Lloyd & John Kerschner
    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.
  • Overcoming uncertainty: help stabilise investor outcomes with income Recorded: Mar 17 2020 34 mins
    Jason England
    A combination of risk factors, most notably the COVID-19 virus’ impact on the global economy, has increased the level of market volatility. However, fixed income investors should not lose sight of the key characteristics that bonds provide: capital protection, income generation and lower volatility. While uncertainty can shake investor confidence and can lead to costly mistakes, consistent income can help stabilise client outcomes.

    In this webcast session, Jason England, Portfolio Manager, Absolute Return Income Strategy, will share the team’s views on the outlook for rates in times of rising global risks and expand on how to add diversification and consistent income to a fixed income allocation.

    The webcast session will also include a review of the performance of the Janus Henderson Absolute Return Income Strategy, highlights of current positioning and outlook for the medium term.
  • The journey to align with the UN Sustainable Development Goals Recorded: Mar 10 2020 50 mins
    Ama Seery, ESG Analyst, Janus Henderson
    The United Nation Sustainable Development Goals (UN SDGs) are a collection of 17 global goals that can be considered a “blueprint to achieve a better and more sustainable future for all”. In this webinar, Ama Seery, ESG analyst at Janus Henderson, will discuss the journey that the Janus Henderson Global Sustainable Equity Strategy embarked upon to produce its first Annual Sustainability Report. Ama has ten years of sustainability experience and hold the Chartered Environmentalist designation. Prior to joining Janus Henderson, she worked as a sustainability professional in the property sector, certifying and constructing green buildings.

    The webinar will include the following:

    - Background on the Fund
    - Drivers for the report
    - Initial planning and drafts
    - Final Report
    - SDG Analysis
    - Questions
  • Bad Economics & the Misforecasting of Bond Yields Recorded: Feb 27 2020 18 mins
    Jenna Barnard & John Pattullo
    The finance industry has a blind spot when it comes to forecasting government bond yields. In this webcast, Jenna Barnard and John Pattullo, Co Heads of the Strategic Fixed Income Team, will explain how pragmatic use of duration management has helped generate additional risk adjusted returns for their portfolios.

    Sharing the team’s structural views and thematic approach to investing, they will also explain the core tenets of their approach in managing both strategic and income strategies. John and Jenna will further explain their distinctive style of credit investing, which they call ‘sensible income’.
  • Live Q&A: Janus Henderson UK Absolute Return 2020 Update Recorded: Feb 18 2020 56 mins
    Luke Newman
    Fund Manager Luke Newman will be hosting a live Q&A session for the Janus Henderson United Kingdom Absolute Return strategy.

    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.


    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.
  • Euroland: A review of 2019 Recorded: Feb 11 2020 28 mins
    Nick Sheridan
    2019 saw so-called ‘growth’ stocks outperform ‘value’ stocks, however, looking forward there are reasons to suggest that this may be changing. In this webcast, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund discusses:

    •Evidence to suggest that the value vs growth dynamic in Europe may be shifting
    •The investment process
    •Performance summary, 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 and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.
  • Sustainable equities in 2020 and beyond Recorded: Feb 4 2020 4 mins
    Hamish Chamberlayne
    In an environment that no longer caters for indiscriminate rising stock prices, Hamish Chamberlayne, Head of SRI at Janus Henderson, will give a quick summary on remaining optimistic beyond the economy in 2020.

    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.
  • Groundhog Day for Global tech? Recorded: Jan 30 2020 34 mins
    Richard Clode
    Another strong year for technology outperformance will be met yet again by concerns on valuation and regulation. Given this has become an annual debate over the past decade, are investors looking at the sector the right way? Richard Clode, Global Technology Portfolio Manager, discusses these issues and will also cover:
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    •Update on key themes
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    •Performance update
    •Global Technology Strategy 2020 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 and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.
  • US equities vs bonds: two key trends to watch in 2020 Recorded: Jan 29 2020 5 mins
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    Disruption and consumer spending – are these the two key trends to watch in 2020? In this video, portfolio managers Marc Pinto and Jeremiah Buckley discuss why they believe US equities should remain an attractive choice for investors over the next 12 months.

    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.
  • Strategic Fixed Income outlook 2020 Recorded: Jan 16 2020 3 mins
    John Pattullo & Jenna Barnard
    Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors, will share their thoughts and views on bond markets in the coming year.


    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.
  • China: resilient despite challenges Recorded: Dec 11 2019 31 mins
    May Ling Wee
    A slowing economy, ongoing geopolitical adversity and turmoil and a ratcheting down of global growth expectations have been the backdrop for the most of 2019. Against this, what are the new opportunities – and challenges – for investors in the China market? May Ling Wee, China portfolio manager at Janus Henderson Investors will address this topic as well as provide a year-end review for Chinese equities, a portfolio update including positioning and performance review, and share the team’s outlook for 2020.

    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.
  • Should investors aim high in 2020? Recorded: Dec 5 2019 45 mins
    Tom Ross & Seth Meyer
    2019 has seen policy easing by central banks amplify the search for yield amid an unclear global economic backdrop. In this presentation, Seth Meyer and Tom Ross, credit portfolio managers at Janus Henderson Investors, take stock of market conditions and the economic outlook to consider the prospects for high yield bonds in 2020. Areas covered include:

    •Market dynamics within different regions and why global high yield is expected to remain in demand.
    •The catalysts that could drive a widening or tightening of spreads, with US politics set to play a starring role.
    •Whether quality will continue to outperform or will a trough in the cycle see fresh appetite for lower-rated bonds.

    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.
  • REITs: Strong performance in 2019 but polarisation continues... Recorded: Nov 26 2019 46 mins
    Guy Barnard
    In this webcast, Guy Barnard, Co-Head of Global Property Equities discusses why an income-producing and more defensive asset class like global property equities is seeing strong demand from investors particularly in a more uncertain market environment. Among others, he will provide an update on market and fund performance and cover how the fund is actively positioned to benefit from the evolving property landscape which is creating winners and losers.

    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.
  • Innovation driving opportunity in healthcare Recorded: Nov 7 2019 33 mins
    Andy Acker
    Andy Acker, Portfolio Manager of the Janus Henderson Global Life Sciences Fund, discusses the opportunities available in the healthcare sector and how an active manager can take advantage of these opportunities. In this webcast, Andy will discuss:
    •The accelerating pace of innovation in the healthcare sector
    •Defensive characteristics provided by the sector
    •Why an active approach is crucial
    •The investment process, fund performance and current fund positioning.

    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.
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  • Title: Live Q&A: Janus Henderson UK Absolute Return 2020 Update
  • Live at: Feb 18 2020 2:00 pm
  • Presented by: Luke Newman
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