Name: Janus Henderson Balanced Fund: Portfolio Update and Market Outlook
Start: 2020-10-15T14:00:00Z
End: 2020-10-15T14:00:47.000Z
Location: BrightTALK
Rating: 4.67

Janus Henderson Investors live and on-demand webcast channel

On Thursday 18 February, portfolio manager David Elms will provide an update on the Multi Strategy portfolio and share his latest market perspectives and outlook. The webcast will include an update on positioning and performance.

Janus Henderson Multi Strategy: Update and Market Outlook

On 16 February, Director of European Equities John Bennett will provide an update on the European Equities portfolio and share their latest market perspectives and outlook. The webcast will include an update on positioning and performance.

Janus Henderson European Equities: Update and Market Outlook

Please join us on our upcoming webcast, where Denny Fish will deliver his latest update on the portfolio.

Global Technology and Innovation Update

Please join us on our upcoming webcast, where Steve Johnstone will deliver his latest update on the Janus Henderson Global Equity Market Neutral Strategy.

Equity market neutral

Throughout 2020, investors have witnessed unprecedented volatility within the European Corporate Bond market. Policy response has been strong, both in terms of its size and speed, which has provided a trifecta of stimulus (low interest rates, quantitative easing and fiscal support) for the market. As we look towards 2021, how will experiences from 2020 shape our portfolio construction views across Investment Grade markets.
In this upcoming webcast, Tim Winstone, Corporate Credit Portfolio Manager, delves into where we believe the alpha opportunities lie ahead for the European investment grade market, positioning for the Janus Henderson European Corporate Bond Fund and an outlook for the market, including the impacts of:
 
•  Resurgence of second lockdowns and the impact on company fundamentals/global growth;
•  Lingering risks that could impact the future performance of credit markets over 2021; and
•  Expectations around ECB action in December.

European investment grade: Using ‘20/20’ vision to position for 2021

In this webcast, Portfolio 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.

Live Q&A: Janus Henderson United Kingdom Absolute Return

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

(R)Evolution in Property Equities: Accelerating trends demand a new perspective

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

Janus Henderson Balanced Fund: Portfolio Update and Market Outlook

Fund Manager

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Janus Henderson Balanced Fund: Portfolio Update and Market Outlook

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