Webcasts on demand

Webinar: 6. Oktober 2022 / 15 Uhr

Kann man die Volatilität mit einer Balanced Strategie schlagen? (mit deutscher Simultanübersetzung)

Relative resilience in real estate – the importance of dependable income streams

In a recent webcast, Guy Barnard, Co-Head of Property Equities, gave an update on the performance of global real estate as well as addressing key considerations for property investors as we look forward.

Strategic Bond Update: Is now the time for bonds?

Previously we discussed how every macro process we followed signalled a steep economic downturn ahead and likely a global hard landing. We update on the outlook following a tumultuous few months for financial markets and bond markets in particular.

Janus Henderson Balanced Strategy Update Webcast replay

Join our Balanced strategy portfolio managers as they discussed the strategies current positioning, short-term headwinds, outlook and how the strategy’s long history of navigating economic downturns has proven to capture less downside than the broader equity market. Today’s unsettled economic environment, with heightened uncertainty in both the equity and bond markets, is leaving investors feeling

Economic and Market Outlook update

Simon Ward shares his perspectives on the outlook for economies and markets over the next 6 to 12 months, based on his distinctive forecasting approach emphasising monetary trends and cycles.

Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?

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.

Janus Henderson Strategic Fixed Income Webcast – 28/04/22

Join Jenna Barnard and John Pattullo for an update on the Strategic Fixed Income team’s outlook for bond markets in 2022.

Webinar: Inflation, war and rising interest rates

Watch Jay Sivapalan, Head of Australian Fixed Interest, as he discusses the current macroeconomic environment, the importance of active management and provides a strategy update. Financial Planning Association CPD hours will be available for this session.

Manoeuvring multiple economic cycles and market unknowns – bringing together Portfolio Construction and the JH Balanced Strategy

Investors are increasingly trying to make sense of outsized economic data on inflation and its implications for an ongoing economic recovery from the pandemic. Where do interest rates go from here? How long will the current trends of high inflation and high growth continue? Join our Portfolio Construction Team and Balanced strategy portfolio managers as

On demand webcasts