On demand webcasts
Our dedicated webcast channel featuring on-demand presentations and Q&A sessions from our investment professionals.
Equities in 2024: The stars align for quality
Join our webcast to hear from Marc Pinto, the new head of Janus Henderson’s Americas Equity platform, alongside Lara Castleton, U.S. Head of Portfolio
Construction and Strategy, as they discuss:
- Why we think a focus on quality earnings will benefit investors.
- How a new – higher – interest rate regime could impact equities.
- How to incorporate AI, the Magnificent 7 and other investment themes into portfolios.
Emerging Markets Debt Hard Currency Fund update
Please join Thomas Haugaard, Portfolio Manager, and Matt Argent, Client Portfolio Manager, as they give an overview on the Emerging Market Debt Hard Currency Fund, discussing the investment process, strengths, and differentiators of the team, and why they think this is an asset class to be invested in.
Pan European Mid and Large Cap strategy
Please join Marc Schartz, Portfolio Manager and Richard Brown, Client Portfolio Manager, for the final webcast of 2023 as they discuss the recently renamed European Mid and Large Cap strategy. During which they will cover the benefits of investing in mid cap stocks as well as the areas Marc finds most attractive as we enter 2024. The webcast will include an update on positioning and performance.
Referral di qualità: come alimentare la crescita del tuo business
Vuoi scoprire come sviluppare un processo per chiedere referrals e far crescere la tua attività?
Registrati all’ultima puntata di Microfoni Accesi; che si terrà Mercoledì 8 novembre alle 10:30 dove Bryan Powell, Senior Director Practice Management e Luca Poltronieri, Sales Manager, spiegheranno come espandere il proprio business attraverso processi, tecniche e strategie per attirare i clienti desiderati, replicando quindi i tuoi clienti migliori e rendere meno ansiogeno il processo legato alla “fatidica richiesta” attraverso ricerca, preparazione e pratica.
Investing by Prescription: Healthcare and Biotechnology
Find out from Andy Acker (portfolio manager and head of our global healthcare equities team) which current developments are particularly promising for him at the moment and why active portfolio management is so crucial, especially in the healthcare and biotechnology sector. Take a look behind the scenes as Eva Schaefer-Jansen (Head of Investor Relations at Sanofi) gives a rare insight into the company’s current research work. From practice – for practice: Joachim Kopp (Executive Director of J.P. Morgan Private Bank in Frankfurt) will describe his experiences from customer discussions on the sector and explain why healthcare can be an important building block in customer portfolios.