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Overcoming uncertainty: building a portfolio with diversified return drivers

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.
Recorded Mar 18 2020 57 mins
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Presented by
Seth Meyer, John Lloyd & John Kerschner
Presentation preview: Overcoming uncertainty: building a portfolio with diversified return drivers

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  • Channel
  • Channel profile
  • Safe as houses still? COVID-19’s impact on global real estate Recorded: May 14 2020 50 mins
    Guy Barnard
    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.
  • Baby Zoomers: post-lockdown implications for technology Recorded: May 13 2020 59 mins
    Richard Clode, Alison Porter & Graeme Clark
    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?
  • Strategic Fixed Income — COVID 19 update Recorded: May 6 2020 35 mins
    John Pattullo & Jenna Barnard
    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.
  • Janus Henderson Global Life Sciences update Recorded: May 5 2020 53 mins
    Andy Acker
    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.
  • Janus Henderson European Equities update Recorded: Apr 29 2020 53 mins
    John Bennett
    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.
  • High yield in a world of extremes Recorded: Apr 28 2020 47 mins
    Thomas Ross and Seth Meyer
    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.
  • Janus Henderson Macro Economic Update Recorded: Apr 21 2020 38 mins
    Simon Ward
    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.
  • Janus Henderson Balanced update Recorded: Apr 15 2020 47 mins
    Jeremiah Buckley & Phil Gronniger
    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.
  • 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.

    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.
  • 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.

    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.
  • 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.

    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.
  • 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

    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.
  • 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.


    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.
  • 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.

    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.
  • 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.


    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.
  • 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.

    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 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

    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.
  • 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’.

    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.
  • 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.
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  • Live at: Mar 18 2020 3:00 pm
  • Presented by: Seth Meyer, John Lloyd & John Kerschner
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