With an exciting line-up of keynote speakers, panel discussions and breakout sessions with our portfolio managers, this year’s UK Investment Conference aimed to make sense of the developments taking place within the economy and financial markets, from the opportunities offered by technological and healthcare advances to insights around the direction of central bank policy. See below for the video replays.
All the video replays below are to be watched in conjunction with the accompanying presentation PDF, when applicable.
Welcome from Janus Henderson Investors
Sam Mettrick | Head of UK Advisory Sales
An update from our CEO
Ali Dibadj | Chief Executive Officer
Economic and Market Overview
Simon Ward | Economic Advisor
Investment Outlook 2024: Chain reactions
Speakers:
Alison Porter | Portfolio Manager, Technology Equities
Jenna Barnard | Co-Head of Global Bonds, Fixed Income
Luke Newman | Portfolio Manager, Alternatives
Moderator:
Matthew Bullock | EMEA Head of Portfolio Construction and Strategy
Breakout sessions
Global Life Sciences
Jennifer Nichols, CFA | Client Portfolio Manager
Global Technology
Richard Clode, CFA | Portfolio Manager
Strategic Fixed Income
Jenna Barnard | Co-Head of Global Bonds
John Pattullo | Co-Head of Global Bonds
Global Sustainable Equity
Hamish Chamberlayne | Head of Global Sustainable Equities
Global Property Equity
Guy Barnard, CFA | Co-Head of Global Property Equities
European Equities
Tom O’Hara | Portfolio Manager
Tom Lemaigre, CFA | Portfolio Manager
Absolute Return
Luke Newman | Portfolio Manager
Diversified Alternatives
James de Bunsen, CFA | Portfolio Manager
UK Responsible Income
Andrew Jones | Portfolio Manager
Jane Shoemake, ASIP | Client Portfolio Manager
European Smaller Companies
Rory Stokes, CFA | Portfolio Manager
This document is intended solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and is not for general public distribution. Marketing Communication. Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Tax assumptions and reliefs depend upon an investor’s particular circumstances and may change if those circumstances or the law change. If you invest through a third party provider you are advised to consult them directly as charges, performance and terms and conditions may differ materially. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. Any investment application will be made solely on the basis of the information contained in the Prospectus (including all relevant covering documents), which will contain investment restrictions. This document is intended as a summary only and potential investors must read the prospectus, and where relevant, the key investor information document before investing. We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.
Issued by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Henderson Investors International Limited (reg no. 3594615), Janus Henderson Investors UK Limited (reg. no. 906355), Janus Henderson Fund Management UK Limited (reg. no. 2678531), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Janus Henderson Investors Europe S.A. (reg no. B22848 at 78, Avenue de la Liberté, L-1930 Luxembourg, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).
Janus Henderson is a trademark of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.