For financial professionals in the UK

Videos

Below you will find video highlights of the event, along with interviews with all participating managers.

Laura Foll, CFA

Portfolio Manager

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Tom Ross, CFA

Portfolio Manager

John Bennett

Director of European Equities | Portfolio Manager

Andrew Gillan

Head of Asia ex Japan Equities | Portfolio Manager

Luke Newman

Portfolio Manager

Nick Schommer, CFA

Portfolio Manager

Richard Clode, CFA

Global Technology Leaders | Portfolio Manager

Jenna Barnard, CFA

Co-Head of Strategic Fixed Income | Portfolio Manager

John Pattullo

Co-Head of Strategic Fixed Income | Portfolio Manager

Matthew Argent

Absolute Return Fixed Income | Client Portfolio Manager

Speakers

Find out more about the speakers and their presentation by clicking on their names

Co-Head of Strategic Fixed Income | Portfolio Manager

Fixed income markets 2020

Having correctly forecast 2019 to be “sovereign bond o’clock” in their New Year Conference address back in January, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, will update on their outlook for bonds in 2020.

About Jenna Barnard, CFA:

Jenna Barnard is Co-Head of Strategic Fixed Income at Janus Henderson Investors, a position she has held since 2015. She manages and co-manages a range of strategic fixed income strategies and funds meeting different client needs globally. Jenna joined Henderson in 2002 as a credit analyst and was promoted to portfolio manager in 2004. Prior to this, she worked as an investment analyst with Orbitex Investments.

Jenna graduated with a first class BA degree (Hons) in politics, philosophy, and economics from Oxford University. She holds the Chartered Financial Analyst designation, is a member of the Society of Technical Analysts, and is an Affiliate Member of the UK Society of Investment Professionals. She has 20 years of financial industry experience.

Co-Head of Strategic Fixed Income | Portfolio Manager

Fixed income markets 2020

Having correctly forecast 2019 to be “sovereign bond o’clock” in their New Year Conference address back in January, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, will update on their outlook for bonds in 2020.

About John Pattullo:

John Pattullo is Co-Head of Strategic Fixed Income at Janus Henderson Investors. He manages and co-manages a range of strategic fixed income strategies and funds meeting different client needs globally. John joined Henderson in 1997 as a trainee manager in corporate bonds and was head of the Strategic Fixed Income Team from 2009 until 2015 when he became Co-Head with Jenna Barnard. Prior to Henderson, he spent four years as a chartered accountant at PricewaterhouseCoopers.

John has an MA (Hons) in economics from the University of St Andrews. He is a member of the Institute of Chartered Accountants of Scotland (CA) and an associate member of the Society of Investment Professionals (ASIP). He has 28 years of financial industry experience.

Director of European Equities | Portfolio Manager

Disruption

With many a company and industry in the crosshairs of competitive disruption, this presentation will outline how our portfolios are being positioned to prosper.

About John Bennett:

John Bennett is Director of European Equities at Janus Henderson Investors and Portfolio Manager on the Janus Henderson Continental European and Pan-European long-only and long/short strategies. John has held these roles since 2011 when his previous company, Gartmore, was acquired by Henderson. Prior to Gartmore, he served as fund manager at Global Asset Management for 17 years. During this time, he managed their flagship European long-only and European equity long/short hedge funds. Before this, he was a fund manager at Ivory & Sime.

John has 34 years of financial industry experience.

Head of Global Sustainable Equities | Portfolio Manager

The key ingredients to Sustainable Investing

We will explain why we believe a truly sustainable approach must consider the interconnectivity between key environmental and social megatrends, the low carbon energy transition and the move towards a circular economy.

About Hamish Chamberlayne, CFA:

Hamish Chamberlayne is Head of Global Sustainable Equities at Janus Henderson Investors and is responsible for managing a suite of global and regional sustainable equity strategies. He was an investment manager with the firm from 2012 and joined Henderson as an investment analyst in 2011 from Gartmore, where he was an equity analyst with the global equity team. Prior to this, from 2004 to 2007, Hamish worked as a senior auditor at PricewaterhouseCoopers, where he covered a variety of sectors, including energy, technology and communications. He began his career at Burlington Consultants in 2003 performing commercial due diligence on businesses identified as acquisition targets by private equity houses.

Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 18 years of financial industry experience.

Global Technology Leaders | Portfolio Manager

Groundhog Day

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? Is it in fact other sectors and asset classes where the risks are not appreciated and valuations excessive for anaemic growth? Come and hear why being structurally underweight technology is a UK investor’s #1 problem to solve.

About Richard Clode, CFA:

Richard Clode is a Portfolio Manager at Janus Henderson Investors, a position he has held since joining Henderson in 2014. He is responsible for co-managing the Global Technology Leaders strategy. Prior to Henderson, Richard held positions with Gartmore, Moore Capital, and Pioneer Investments as a technology analyst in emerging markets. He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager.

Richard received a first class honours degree in modern history from the University of Oxford. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.

Portfolio Manager

Bring the noise

With Brexit, trade wars and interest rate policy continuing to dominate headlines, Luke will discuss the potential benefits of equity long/short. Their approach has the potential to deliver positive absolute returns irrespective of market direction, by being focussed on bottom-up opportunities as well as insulating the fund from the macroeconomic ‘noise’.

About Luke Newman:

Luke Newman is a Portfolio Manager of UK equities at Janus Henderson Investors, a position he has held since he joined Henderson in 2011 as part of the Gartmore acquisition. From 2009 to 2011, Luke worked at Gartmore as co-manager on a number of funds. Prior to this, he was a portfolio manager at Altima Partners LLP from 2008 and F&C Asset Management from 2005. He began his career in 2000 with Deutsche Asset Management running high performance retail and institutional mandates.

Luke graduated with a BSc degree (Hons) in economics and politics from the University of Warwick. He has 21 years of financial industry experience.

Head of Asia ex Japan Equities | Portfolio Manager

Asia – beyond the trade war

With the US-China trade war dominating headlines on Asia through 2019, Andrew will address the impact that the dispute has had on the region and look forward at the opportunities available to investors given Asia’s history of superior economic growth. Whilst 2019 has been a tough year for company fundamentals, this shouldn’t detract from the region’s long-term drivers.

About Andrew Gillan:

Andrew Gillan is Head of Asia ex Japan Equities and a Portfolio Manager at Janus Henderson Investors responsible for the Asia Equity strategy. He has held this position since joining Henderson in 2014. Prior to Henderson, he was with Aberdeen Asset Management as an Asia and emerging markets equity fund manager and served as lead manager of an Asian investment trust. Before this, he was a graduate trainee in the UK equities division at Murray Johnstone.

Andrew received an MA in French and European history with joint honours from the University of Edinburgh. He has 21 years of financial industry experience.

Absolute Return Fixed Income | Client Portfolio Manager

Keep your cash in play

With interest rates in at record lows and even negative in some places, investors with strategic holdings in cash and short dated defensive investments need to work harder to counter the effects of inflation. In this session, we will outline how our absolute return fixed income process pioneered over the last 12 years, can deliver a consistent defensive income stream with low volatility.

About Matthew Argent:

Matt Argent is a Client Portfolio Manager on the fixed income team at Janus Henderson Investors. Prior to joining Henderson in 2009, Matt worked for Deloitte as an investment consultant and actuary.

Matt graduated with a BSc degree in economics from the University of Warwick. He is a Fellow of the Institute of Actuaries and holds the Investment Management Certificate. He has 18 years of financial industry experience.

Portfolio Manager

The Case for US Equities

After ten years of a US equity bull market, many investors are questioning if we are at the end of the cycle. With expectations of continued global trade tensions and a Presidential election in 2020, uncertainty is expected to remain high. However, we continue to be confident in the US markets. Driven by impressive earnings growth, increasingly powerful competitive moats, and innovative, transformative companies along with a structurally healthy US consumer backdrop, we believe the US equity markets are poised to continue their outperformance. We will review the case for US equities and why the Janus Henderson US Growth Fund is poised to capture this growth.

About Nick Schommer, CFA:

Nick Schommer is a Portfolio Manager at Janus Henderson Investors and has managed the Opportunistic Alpha strategy since 2017. He has also co-managed the Concentrated Growth and Concentrated All Cap Growth strategies since 2016. Prior to joining Janus in 2013, Nick spent a year working as an associate portfolio manager at Thornburg Investment Management. Before that, he was a research analyst at Marsico Capital Management for more than four years, leading the coverage of the financial services sector on a global basis. Previous to his investment management career, Nick was a captain in the United States Army and served in Iraq and Kuwait. He was awarded the Bronze Star Medal for exceptionally distinguished service during Operation Iraqi Freedom.

Nick received his bachelor of science degree in chemistry from the United States Military Academy at West Point, where he was recognised as a Distinguished Cadet and Phi Kappa Phi. He earned his MBA from the University of California – Los Angeles, Anderson School of Management, where he was a Student Investment Fund Fellow. Nick holds the Chartered Financial Analyst designation and has 14 years of financial industry experience.

Portfolio Manager

The tug-of-war in high yield bond markets

On one side are more dovish central bankers prepared to keep rates low and provide liquidity, on the other is a weak global economic backdrop. Technical conditions have provided support for high yield bonds and negative rates are driving more investors towards the asset class, but what are the fundamentals of the asset class like and can it tolerate an economic slowdown? In this presentation, Tom Ross, co-manager of the Janus Henderson Horizon Euro High Yield and Global High Yield Bond funds looks at the implications for high yield bonds and where they are finding opportunities.

About Tom Ross, CFA:

Tom Ross is a Corporate Credit Portfolio Manager at Janus Henderson Investors, a position he has held since 2006. He is responsible for co-managing the Global High Yield, European High Yield, and European Investment Grade strategies. Prior to portfolio management, he specialised in credit trading on Henderson’s centralised dealing desk. He joined Henderson in 2002.

Tom graduated with a BSc degree (Hons) in biology from Nottingham University. He holds the Chartered Financial Analyst designation and has 19 years of financial industry experience.

Portfolio Manager

UK equities – what’s wrong with a 5% yield?!

In an environment where sustainable income is hard to come by, the UK Equity Income & Growth fund is now yielding near 5% and the whole UK market is yielding 4.5%. When the clouds begin to clear on Brexit the stark valuation opportunity in UK equities will become apparent and this market will be difficult to ignore. Come and hear Laura Foll discuss where the UK opportunities lie and why this is a ‘blink and you’ll miss it’ moment in UK equities.

About Laura Foll, CFA:

Laura Foll is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position she has held since 2014. Laura joined Henderson in 2009 as part of the graduate scheme. She was subsequently named a global analyst and later an assistant fund manager for the Global Equity Income Team.

Laura graduated with a BSc degree (Hons) in economics and economic history from the London School of Economics. She holds the Chartered Financial Analyst designation and has 12 years of financial industry experience.