Name: Janus Henderson Global Equity: Investing to benefit from long-term secular
Start: 2020-10-22T13:00:00Z
End: 2020-10-22T13:00:27.000Z
Location: BrightTALK
Rating: 4

Janus Henderson Investors (UK) 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

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, will provide an update on the market and fund, which retains a broad mix of high-quality assets across sectors and geographies, with a focus on location, depth of occupational demand, strength of tenant, lease length and asset management. The PAIF, which is set to reopen for dealing on 24 February 2021 along with its feeder fund, has had a significant focus on sustainability since 2012 and is committed to become operationally net zero carbon across the portfolio by 2030.

UK Commercial Property’s sustainable future

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 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.

(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.

Janus Henderson Balanced Fund: Portfolio Update and Market Outlook

Following unprecedented levels of monetary and fiscal stimulus risk markets broadly continued to recover through the third quarter pricing in close to a ‘V-shaped’ economic recovery. September however has seen a pick-up in volatility as coronavirus cases rise again in Europe and geopolitical events such as the US election and Brexit approach.  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 feeding through to corporate credit fundamentals? 
• Is this time different from a cyclical perspective across regions, sectors and names?
• What are the risks and opportunities you see in high yield as we go into year end and beyond?

Teetering on the edge of a double dip

Join Gordon Mackay, Portfolio Manager for the Janus Henderson Global Equity Fund and Steve Weeple, Client Portfolio Manager as they discuss the importance of focusing on a bottom-up approach to finding companies that we believe have underappreciated growth and high barriers to entry at attractive valuations.

During this in-depth Q&A session, Gordon and Steve will also delve into what drove third-quarter performance, our current portfolio positioning and an outlook for the Portfolio.

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 Global Equity: Investing to benefit from long-term secular

Global Equity

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Janus Henderson Global Equity: Investing to benefit from long-term secular

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