Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?
Is it possible to rein in inflation without choking economic growth? Which asset classes are most at risk and where can investors find opportunities? Janus Henderson’s Global Heads of Equities and Fixed Income explore portfolio strategy considerations to help identify actionable investment views for the remainder of the year.
Recorded 5 May 2022
Janus Henderson Strategic Fixed Income Webcast
Join Jenna Barnard and John Pattullo for an update on the Strategic Fixed Income team’s outlook for bond markets in 2022.
Recorded 28 April 2022
30 years in the making - Sustainable Thematic Equities webcast
Janus Henderson launched two new Article 9 Sustainable strategies in August 2021: Sustainable Future Technologies and US Sustainable Equity. Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies.
In this webcast our dedicated Sustainability Analyst, Kimberley Pavier, also introduced her latest thinking on developments within the field, whilst Hamish Chamberlayne (US Sustainable Equity) and Graeme Clark (Sustainable Future Technologies) discussed their strategies and long term outlooks.
Recorded 16 March 2022
Proceed with caution – now is the time to be selective in high yield
There is no textbook answer for how markets will react to an evolving backdrop of inflationary pressures, rate hikes, and diminishing liquidity. The early months of 2022 have already brought some abrupt market moves, but it is worth remembering that the travelling companion of volatility is opportunity. In this webcast, Tom Ross and Seth Meyer, co-managers of high yield strategies at Janus Henderson Investors, explored the environment for high yield and discussed how being selective can benefit investors in periods of uncertainty.
Key topics covered include:
- Macro scene – what does the mix of inflation and tighter policy mean for high yield?
- Corporate health – are relatively strong corporate fundamentals being overlooked?
- Selectivity in volatility – identifying opportunities from spread movements and credit upgrades.
Recorded 3 March 2022
Could this cycle be very different for European Equities?
Markets so far in 2022 have felt like entering a factor casino where stock specifics have been drowned out by the growth vs value style debate. Persisting inflationary pressures and hawkish central banks have prompted investors to challenge the dominant narrative of the last market cycle – to buy growth and sell value – and the extension of that –to buy tech and sell oil, buy the S&P 500 and sell MSCI Europe, buy bonds and then buy more bonds.
Richard Brown, Client Portfolio Manager, is joined by our European experts in a thought provoking discussion as they assess the potential for outperformance from European Equities and the best stock opportunities in the current market environment. John Bennett (blend style), Nick Sheridan (value style), and Robert Schramm-Fuchs (long/short style) cover key trends and participate in a Q&A at the end of the debate.
Recorded 23 February 2022
Janus Henderson Global Sustainable Equity Webcast
Join Hamish Chamberlayne, Head of Global Sustainability Equities, as he reflects on a year where global equity markets rose to all-time highs as economies and industries looked to accelerate the recovery from the pandemic. He also focuses the discussion on those powerful secular growth trends of digitalisation, electrification and decarbonisation which in his view will continue to present significant opportunities and the fact that a period of inflation will ultimately be beneficial to the growth of many of the companies in his investment universe.
Recorded 8 February 2022
Janus Henderson Strategic Fixed Income Webcast
Join Jenna Barnard and John Pattullo for an update on the Strategic Fixed Income team’s outlook for bond markets in 2022. Having flagged a potential early 2022 buying opportunity for duration / government bonds for many months, Jenna and John expanded on the recent repricing to higher yields across the developed world & fund positioning as a result.
Recorded 3 February 2022
The last hurrah – fading stimulus means markets are on their own
The common refrain of “things will get worse before they get better” paints a vivid but sobering picture of the challenges that lie ahead for fixed income markets as elevated inflation numbers test the resolve of central bankers. When the last of the accommodative monetary and fiscal policy washes through, what should we expect? Should we worry the Fed may be making a policy error? Join Jim Cielinski, Global Head of Fixed Income, as he looks at 2022 and the scenarios that might occur as the year unfolds.
Recorded 26 January 2022
A Foundation for Growth: Property Equities as a Solution for Investors in 2022 and Beyond
In this webcast, Guy Barnard, Co-Head of Property Equities, covers the following –
- A look back at global property results in 2021
- Key considerations for property investors in 2022
- Emergence of REITs 3.0 driving opportunities for the future
Recorded 20 January 2022
Janus Henderson Absolute Return: Update and Market Outlook
Portfolio Manager Luke Newman provides an update on Absolute Return and shares his latest market perspectives and outlook. The webcast also includes an update on ESG opportunities, positioning and performance.
Recorded 18 November
Janus Henderson Strategic Bond Webcast
In the final Strategic Bond team webinar of 2021, Jenna and John discuss how the portfolios have moved this year and take a first stab at assessing the potential opportunity for bonds in 2022. The Q1 rise in yields was viewed as an opportunity to increase duration into a predictable cyclical repricing of higher bond yields. The Q3 collapse in yields was also predicted on the May webcast and viewed as an opportunity to shorten duration again based on the same “rate of change” cyclical process. Credit markets will also be covered following a remarkably dull year for developed world corporate bonds.
Janus Henderson Global Sustainable Equity webcast
Sustainability is an undeniable matter that is demanding attention across the globe. It will inevitably change the way that investments are made, businesses are run and individuals live. Hamish Chamberlayne, Head of Global Sustainable Equities, discusses the 30-year anniversary of the well-established Global Sustainable Equity Strategy, the launch of our new sustainable fund focused on US Equities, and what he believes the future for sustainable development holds.
Recorded 8 September
Sustainable Future Technologies Webcast
Technology is the science of solving problems and its innovation is required for our world to meet the many challenges it faces. Investing in sustainable technologies provides investors with an avenue to drive positive change in not just environmental but also social issues. As the next generation of digital natives grow increasingly focused on sustainability, there are both significant and very broad investment opportunities within the sustainable technology sector. Richard Clode, Portfolio Manager, discusses the launch of our new Sustainable Future Technologies fund.
Recorded 30 June
UK Equity Income – Recovery and Responsibility
After a challenging 2020 what is the outlook for 2021 and beyond? What are companies saying about business conditions and dividends? In this presentation Andy Jones will discuss why the UK remains an attractive market for income and also how to construct an income portfolio within an ESG framework.
Recorded 26 July 2021
Janus Henderson Absolute Return Fixed Income Webcast
The headlines have not been kind to bonds in 2021, as the low yield environment and the potential for accelerating inflation have led investors to question the benefits. However, the early-year rates sell-off and steepening of the yield curve has also improved prospects for generating returns. In addition, a focus on higher quality, shorter-dated issuance and hedging strategies can help to mitigate volatility and decorrelate from risk assets such as equities.In this webcast, the team will provide their macro update covering the central bank and inflation outlook, the opportunities presented by the asynchronous nature of the recovery, and how portfolios are positioned for the upcoming environment.
Recorded 14 July 2021
How technology is transforming Football
Join technology managers Alison Porter, Graeme Clark and Richard Clode and football performance analysis provider, BePro 11 for an engaging and insightful session into how tech innovation is being leveraged to improve the game and transform the fan experience across every aspect via the convergence of AI and VR, predictive analytics, healthtech, and wearable technologies, among others.
Recorded 30 June 2021
Global Equity Market Neutral webcast
Please join the video Q&A webinar with Steve Johnstone, where viewers are invited to submit questions on a range of topics, such as how the strategy has been managing factor rotations in markets, inflation and the reopening/stay-at-home wrangle. The webinar will also include an update on positioning and performance.
Recorded 29 June 2021
Reshuffling the deck – interpreting the new backdrop for bond markets
We are used to market commentators using the phrase “This time it’s different” to excuse unusual data and make the case for more of the same. But what if things really are different? What if policy makers are overlooking factors that might divert us off the low inflation, low rates path to which we are accustomed. Is the policy regime itself in flux? In this webcast, Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, looks at the competing forces shaping economies and the implications for fixed income. Key areas covered include:
- Where are we in the credit cycle and have we even left the last one?
- Have we reached our limits on debt?
- What does the new monetary and fiscal pact mean for bond markets?
Recorded 24 June 2021
High yield: navigating the road ahead for 2021
Economies are recovering but inflation is also on the rise so what does this mean for the direction of high yield bonds? Join Tom Ross and Seth Meyer from our corporate credit team as they consider prospects for the asset class.
Recorded 8 June 2021
Strategic Fixed Income update
Jenna Barnard and John Pattullo share 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 Strategic Fixed Income range over the period, its current positioning and outlook for the medium term.
Recorded 25 May 2021
Janus Henderson Absolute Return Fund Update and Market Outlook
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.
Recorded 6 May 2021