Global Investment Summit 2024
Janus Henderson's Mid-Year Outlook
As we look ahead to the second half of the year, our CEO, senior leaders, and key portfolio managers shared their thoughts on what opportunities lie in store and what key investment themes will drive markets.
Welcome to the Janus Henderson Global Investment Summit
Sarah de Lagarde | Global Head of Corporate Affairs
Navigating change: three drivers for long-term investment positioning
Ali Dibadj | CEO, Janus Henderson
Balancing purpose and profit: investing in AI for positive change
Sarah de Lagarde | Global Head of Corporate Affairs
Alison Porter | Technology Portfolio Manager
Where do we go from here?
Jim Cielinski | Global Head of Fixed Income
Lucas Klein | Head of EMEA and Asia Pacific Equities
Marc Pinto | Head of Americas Equities
Hosted by Matthew Bullock | EMEA Head of Portfolio Construction & Strategy
Tapping into long-term engines of growth
Andy Acker | Portfolio Manager, Healthcare
Denny Fish | Portfolio Manager, Global Technology & Innovation
Guy Barnard | Co-Head of Global Property Equities
Hamish Chamberlayne | Head of Global Sustainable Equities
Hosted by Jen Nichols | Client Portfolio Manager, Equities
Inflation, rates and central bank policy – what’s next?
John Lloyd | Lead, Multi-Sector Credit Strategies
John Kerschner | Head of US Securitised Products
Greg Wilensky | Head of US Fixed Income
Thomas Haugaard | Portfolio Manager, Emerging Markets Debt
Hosted by Jessica Leoncini | Head of Fixed Income Client Portfolio Managers
Looking beyond the magnificent seven
Julian McManus | Portfolio Manager, Global Alpha Equity team
Tom O’Hara | Portfolio Manager, European Equities
Rory Stokes | Portfolio Manager, European Equities
Hosted by Richard Brown | Client Portfolio Manager, European equities
US Equities: the dawn of a new era?
Brian Demain, | Mid-Cap Growth Portfolio Manager
Jonathan Coleman | Portfolio Manager, US Small/Mid-Cap Growth team
Jeremiah Buckley | Portfolio Manager, US Equity
Hosted by Lara Castleton | US Head of Portfolio Construction and Strategy
Putting the pieces together: client solutions and Multi-Asset portfolio implications
Matt Peron | Global Head of Solutions
Adam Hetts | Global Head of Multi-Asset