Invitation

Thank you to everyone who joined us for the Janus Henderson Invested in Connecting Fixed Income Forum on Thursday 4 February. We hope you found the event with our fixed income specialists both informative and engaging.

If you were unable to join on the day or would like to re-watch any of the live or pre-recorded content, the platform will be accessible until 4 March 2021. Please note, videos of the live sessions will not be available until 24 hours after the event.

If you have not previously registered, you can still do this to access the virtual platform. Please do so via the registration form at the bottom of this page.

If you have any questions about the content available to you, our strategies or any future events, please do not hesitate to contact your Janus Henderson sales representative.

Thank you again for your support, and we look forward to welcoming you to another Janus Henderson Virtual Event soon.

Agenda

Thursday 4 February

 

13:30 GMT | 14:30 CET
10:30 CLST | 08:30 EST

Virtual platform opens

 

14:00 GMT | 15:00 CET
11:00 CLST | 09:00 EST

Welcome
Ignacio De La Maza, Head of EMEA Intermediary and LatAm

 

14:05 GMT | 15:05 CET
11:05 CLST | 09:05 EST

Market Outlook
Jim Cielinski, Global Head of Fixed Income

 

14:25 GMT | 15:25 CET
11:25 CLST | 09:25 EST

The Importance of ESG
Paul LaCoursiere, Global Head of ESG Investments

 

14:40 GMT | 15:40 CET
11:40 CLST | 09:40 EST

The ‘reflation trade’ — is 2021 the beginning or the end of the move?
Jenna Barnard, Co-Head of Strategic Fixed Income

The consensus for the reflation trade has gained strong momentum in recent weeks, as bullish investors have rotated towards inflation protection since late last year, further boosted in January by the Democratic win in the US Senate, which is likely to lead to much larger fiscal stimulus over the next few months. Is the trend likely to persist? Jenna Barnard, Co-Head of Strategic Fixed Income will share her views on the subject.

 

14:55 GMT | 15:55 CET
11:55 CLST | 09:55 EST

Break

 

15:05 GMT | 16:05 CET
12:05 CLST | 10:05 EST

Trust – the most important commodity in finance
Nick Maroutsos, Head of Global Bonds

Bond markets revolve around trust. We lend money in the expectation that borrowers will repay us, with interest. In this HEDx talk, Nick Maroutsos, Head of Global Bonds, explores why trust is pivotal to the successful functioning of fixed income markets from the smallest borrower through to the broader macroeconomic system and why it is particularly pertinent in 2021.

 

15:20 GMT | 16:20 CET
12:20 CLST | 10:20 EST

The Hunt for Yield – Fixed Income Panel Debate
Jennifer James, Emerging Market Debt
Tom Ross, Global / European High Yield
John Pattullo, Co-Head of Strategic Fixed Income
Moderated by Lucy Hockings, BBC News Presenter

 

15:50 GMT | 16:50 CET
12:50 CLST | 10:50 EST

Conclusion and event close
Ignacio De La Maza, Head of EMEA Intermediary and LatAm

Speakers

Global Head of Fixed Income

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Jim Cielinski | Janus Henderson Investors


Co-Head of Strategic Fixed Income | Portfolio Manager

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Jenna Barnard | Janus Henderson Investors

Co-Head of Strategic Fixed Income | Portfolio Manager

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John Pattull | Janus Henderson Investors

Portfolio Manager

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Seth Meyer | Janus Henderson Investors

Portfolio Manager

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Tom Ross | Janus Henderson Investors

Head of Global Bonds | Portfolio Manager

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Nick Maroutsos | Janus Henderson Investors

Portfolio Manager

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Tim Winstone | Janus Henderson Investors

Portfolio Manager

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James Briggs | Janus Henderson Investors

Portfolio Manager

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Jennifer James | Janus Henderson Investors

.

Portfolio Manager

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Greg Wilensky | Janus Henderson Investors

Portfolio Manager

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Michael Keough | Janus Henderson Investors

Global Head of ESG Investments

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Paul LaCoursiere, CFA | Janus Henderson Investors

On demand content

From 4 February (13:30 GMT) until 4 March 2021, the platform will be open for you to access on-demand content at any time. The virtual platform will host a number of videos from our Portfolio Managers, which have been tailored to your investment needs as follows:

The Essentials

A video from each of our Portfolio Managers, discussing the team, the structure, the process and the investment approach.

A Deeper Dive

A video presentation from each of our Portfolio Managers, talking you through the most up to date performance of the strategy, their market outlook and their positioning going into 2021.

All live agenda sessions will also be made available on-demand approximately 24 hours after they have streamed.

Strategic Fixed Income by Jenna Barnard and John Pattullo

Multi Sector Credit by Seth Meyer

Global / European High Yield by Tom Ross

Absolute Return Income by Nick Maroutsos

European Investment Grade by Tim Winstone

Global Investment Grade by James Briggs and Michael Keough

Emerging Market Debt by Jennifer James

Flexible Income by Greg Wilensky

Register

Please fill in your details to register your attendance at Janus Henderson Invested in Connecting Fixed Income Forum



Important information

This document is intended solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and is not for general public distribution. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and investors may not get back the amount originally invested. There is no assurance the stated objective(s) will be met. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell, purchase or hold any investment. There is no assurance that the investment process will consistently lead to successful investing. Any risk management process discussed includes an effort to monitor and manage risk which should not be confused with and does not imply low risk or the ability to control certain risk factors. Various account minimums or other eligibility qualifications apply depending on the investment strategy, vehicle or investor jurisdiction. 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 Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier). Investment management services may be provided together with participating affiliates in other regions.

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Henderson Management S.A. is authorised to conduct its business in France through its French branch in accordance with the provisions of the European passporting system for investment service providers pursuant to Directive 2004/39 of 21 April 2004 on markets in financial instruments. The French branch of Henderson Management S.A. is registered in France as a société anonyme of an EC Member State or a State party to the Agreement on the European Economic Area, registered with the Paris Trade and Companies Register (RCS) under number 848 778 544, and its registered office is located at 32, rue des Mathurins, 75008 Paris, France. These strategies may not be offered or sold, directly or indirectly, to the public in Monaco other than by a Monaco Bank or a duly authorized Monegasque intermediary acting as a professional institutional investor which has such knowledge and experience in financial and business matters as to be capable of evaluating the risks and merits of an investment in the strategy. Consequently, this information may only be communicated to (i) banks, and (ii) portfolio management companies duly licensed by the “Commission de Contrôle des Activités Financières” by virtue of Law n° 1.338, of September 7, 2007, and authorized under Law n° 1.144 of July 26, 1991. Such regulated intermediaries may in turn communicate this this information to potential investors under their own liability.

For Argentina investors:

This document includes a private invitation to invest in securities. It is addressed only to you on an individual, exclusive, and confidential basis, and its unauthorised copying, disclosure, or transfer by any means whatsoever is absolutely and strictly forbidden. Janus Henderson Investors will not provide any kind of advice or clarification, or accept any offer or commitment to invested in securities herein referred to from persons other than the intended recipient. The offer herein contained is not a public offering, and as such it is not and will not be registered with, or authorised by, the applicable enforcement authority. The information contained herein has been compiled by Janus Henderson Investors, who assumes the sole responsibility for the accuracy of the data herein disclosed.

For Chilean investors:

ESTA OFERTA PRIVADA SE INICIA EL DÍA DE LA FECHA DEL PRESENTE DOCUMENTO Y SE ACOGE A LAS DISPOSICIONES DE LA NORMA DE CARÁCTER GENERAL Nº 336 DE LA SUPERINTENDENCIA DE VALORES Y SEGUROS, HOY COMISIÓN PARA EL MERCADO FINANCIERO.

ESTA OFERTA VERSA SOBRE VALORES NO INSCRITOS EN EL REGISTRO DE VALORES O EN EL REGISTRO DE VALORES EXTRANJEROS QUE LLEVA LA COMISIÓN PARA EL MERCADO FINANCIERO, POR LO QUE TALES VALORES NO ESTÁN SUJETOS A LA FISCALIZACIÓN DE ÉSTA;

POR TRATAR DE VALORES NO INSCRITOS NO EXISTE LA OBLIGACIÓN POR PARTE DEL EMISOR DE ENTREGAR EN CHILE INFORMACIÓN PÚBLICA RESPECTO DE LOS VALORES SOBRE LOS QUE VERSA ESTA OFERTA; ESTOS VALORES NO PODRÁN SER OBJETO DE OFERTA PÚBLICA MIENTRAS NO SEAN INSCRITOS EN EL REGISTRO DE VALORES CORRESPONDIENTE.

An English translation of this wording is as follows:

“This private offer commences on the date of this document and it avails itself of the General Regulation No. 336 of the Superintendence of Securities and Insurances (currently the Financial Markets Commission). This offer relates to securities not registered with the Securities Registry or the Registry of Foreign Securities of the Financial Markets Commission, and therefore such securities are not subject to oversight by the latter;

Being unregistered securities, there is no obligation on the issuer to provide public information in Chile regarding such securities; and These securities may not be subject to a public offer until they are registered in the corresponding Securities Registry.”

For institutional investors in Peru:

The Strategy/Instrument is being placed by means of a private offer. SMV has not reviewed the information provided to the investor. This communication and any accompanying information (the “Materials”) are intended solely for informational purposes and do not constitute (and should not be interpreted to constitute) the offering, selling, or conducting of business with respect to such securities, products or services in the jurisdiction of the addressee (this “Jurisdiction”), or the conducting of any brokerage, investment advisory, banking or other similarly regulated activities (“Financial Activities”) in this Jurisdiction. Neither Janus Henderson, nor the securities, products and services described herein, are registered (or intended to be registered) in this Jurisdiction. Furthermore, neither Janus Henderson or the securities, products, services or activities described herein, are regulated or supervised by any governmental or similar authority in this Jurisdiction. The Materials are private, confidential and are sent by Janus Henderson only for the exclusive use of the addressee, who declares that it qualifies as an Institutional Investor in accordance with the laws and regulations of private offer of securities in this Jurisdiction. The Materials must not be publicly distributed and any use of the Materials by anyone other than the addressee is not authorized. The addressee is required to comply with all applicable laws in this Jurisdiction, including, without limitation, tax laws and exchange control regulations, if any.

For any other investor in Peru:

The Strategy/Instrument is being placed by means of a private offer. SMV has not reviewed the information provided to the investor. This communication and any accompanying information (the “Materials”) are intended solely for informational purposes and do not constitute (and should not be interpreted to constitute) the offering, selling, or conducting of business with respect to such securities, products or services in the jurisdiction of the addressee (this “Jurisdiction”), or the conducting of any brokerage, investment advisory, banking or other similarly regulated activities (“Financial Activities”) in this Jurisdiction. Neither Janus Henderson, nor the securities, products and services described herein, are registered (or intended to be registered) in this Jurisdiction. Furthermore, neither Janus Henderson or the securities, products, services or activities described herein, are regulated or supervised by any governmental or similar authority in this Jurisdiction. The Materials are private, confidential and are sent by Janus Henderson only for the exclusive use of the addressee. The Materials must not be publicly distributed and any use of the Materials by anyone other than the addressee is not authorized. The addressee is required to comply with all applicable laws in this Jurisdiction, including, without limitation, tax laws and exchange control regulations, if any.

For Colombian investors:

This document does not constitute a public offer in the Republic of Colombia. The offer of the Strategy/Instrument is addressed to less than one hundred specifically identified investors. The Strategy/Instrument may not be promoted or marketed in Colombia or to Colombian residents, unless such promotion and marketing is made in compliance with Decree 2555 of 2010 and other applicable rules and regulations related to the promotion of foreign funds in Colombia. The distribution of this document and the offering of Strategies/Instruments may be restricted in certain jurisdictions. The information contained in this document is for general guidance only, and it is the responsibility of any person or persons in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. Prospective applicants should inform themselves of any applicable legal requirements, exchange control regulations and applicable taxes in the countries of their respective citizenship, residence or domicile.

To Uruguayan Private Placement Distributors and/or Financial Institutions upon request.

For information purposes only.
Not for onward distribution.
We make reference to the Private Placement Agreement and/or your request of information, in regard to Janus Henderson Strategies. This email and the content within it, is for the purposes of covering the agreement established and/or your request, to supply updated information . This communication and the information contained is intended solely for professional use, and is addressed to you in a determined and direct manner, and not for further distribution.

Is the responsibility of any persons distributing, advising, canalizing and/or investing, to comply with all applicable laws and regulations of any jurisdiction the above mentioned takes place. Nothing in this email or the content within it shall constitute a communication to acquire, sell or exchange securities and does not imply an authorization for the distribution to any person by any means of the Strategies/Instruments mentioned or referred to in this email or the content within it (except as provided in the respective private placement agreement, if applicable), or any other information, which should be subject to Janus Henderson prior consent. In such regards, this email does not constitute an invitation or offer to contract, to which Janus Henderson will not be obliged. In any case, the Strategies/Instruments mentioned or referred to on the email and the content within shall not be offered or distributed to the public in Uruguay, and/or by any means or circumstances which would constitute a public offering or distribution under Uruguayan laws and regulations. This material is intended solely for use by financial professionals from US only, servicing non-US persons only, where non-US Janus Henderson funds are made available to local financial professionals for sale to persons based overseas or cross-border only. This material is not intended for citizens or residents of the United States. This document is not for general circulation to the public in Kuwait. The Strategies have not been licensed for offering in Kuwait by the Kuwait Capital Markets Authority or any other relevant Kuwaiti government agency. The offering of the Strategies in Kuwait on the basis of a private placement or public offering is, therefore, restricted in accordance with Law No. 7 of 2010 and the bylaws thereto (as amended). No private or public offering of the Strategies is being made in Kuwait, and no agreement relating to the sale of the Strategy will be concluded in Kuwait. No marketing or solicitation or inducement activities are being used to offer or market the Strategies in Kuwait.

For qualified investors only in Israel;

This document has not been approved by the Israel Securities Authority and will only be distributed to Israeli residents in a manner that will not constitute "an offer to the public" under sections 15 and 15a of the Israel Securities Law, 5728-1968 ("the Securities Law") or section 25 of the Joint Investment Trusts Law, 5754-1994 ("the Joint Investment Trusts Law "), as applicable. The Products are being offered to a limited number of investors (35 investors or fewer during any given 12 month period) and/or those categories of investors listed in the First Addendum ("the Addendum") to the Securities Law, ("Sophisticated Investors") namely joint investment funds or mutual trust funds, provident funds, insurance companies, banking corporations (purchasing Products for themselves or for clients who are Sophisticated Investors), portfolio managers (purchasing Products for themselves or for clients who are Sophisticated Investors), investment advisors or investment marketers (purchasing Products for themselves), members of the Tel-Aviv Stock Exchange (purchasing Products for themselves or for clients who are Sophisticated Investors), underwriters (purchasing Products for themselves), venture capital funds engaging mainly in the capital market, an entity which is wholly-owned by Sophisticated Investors, corporations, (other than formed for the specific purpose of an acquisition pursuant to an offer), with a shareholders equity in excess of NIS 50 million, and individuals investing for their own account, in respect of which at least one of the following applies: the total value of their cash, deposits, financial assets (as defined in the Investment Advice Law) and securities traded on a stock exchange licensed under the Securities Law (together, “Liquid Assets”) exceeds NIS 8 million (approximately US$2.1 million); their level of income over each of the preceding two years exceeds NIS 1.2 million (approximately US$300,000), or the level of income of their "family unit" exceeds NIS 1.8 million (approximately US$470,000); or the aggregate value of all their Liquid Assets exceeds NIS 5 million (approximately US$1.3 million) and their level of income over each of the preceding two years exceeds NIS 600,000 (approximately US$160,000), or the level of income of their "family unit" exceeds NIS 900,000 (approximately US$240,000); each as defined in the said Addendum, as amended from time to time, and who in each case have provided written confirmation that they qualify as Sophisticated Investors, and that they are aware of the consequences of such designation and agree thereto; in all cases under circumstances that will fall within the private placement or other exemptions of the Joint Investment Trusts Law, the Securities Law and any applicable guidelines, pronouncements or rulings issued from time to time by the Israel Securities Authority. This document may not be reproduced or used for any other purpose, nor be furnished to any other person other than those to whom copies have been sent. Any offeree who purchases a Product is purchasing such Product for its own benefit and account and not with the aim or intention of distributing or offering such Product to other parties (other than, in the case of an offeree which is a Sophisticated Investor by virtue of it being a banking corporation, portfolio manager or member of the Tel-Aviv Stock Exchange, as defined in the Addendum, where such offeree is purchasing Product for another party which is a Sophisticated Investor). Nothing in this document should be considered investment advice or investment marketing as defined in the Regulation of Investment Counselling, Investment Marketing and Portfolio Management Law, 5755-1995. Investors are encouraged to seek competent investment counselling from a locally licensed investment counsel prior to making the investment. As a prerequisite to the receipt of a copy of this document a recipient may be required by the issuer to provide confirmation that it is a Sophisticated Investor purchasing products for its own account or, where applicable, for other Sophisticated Investors.

This document, and the information contained herein, does not constitute, and is not intended to constitute, a public offer of securities in the United Arab Emirates and accordingly should not be construed as such. The strategies are only being offered to a limited number of investors in the UAE who (a) are willing and able to conduct an independent investigation of the risks involved in an investment in such strategies, and (b) upon their specific request. The strategies have not been approved by or licensed or registered with the UAE Central Bank, the Securities and Commodities Authority or any other relevant licensing authorities or governmental agencies in the UAE. The document is for the use of the named addressee only, who has specifically requested it without a promotion effected by Janus Henderson Investors, its promoters or the distributors of its units, and should not be given or shown to any other person (other than employees, agents or consultants in connection with the addressee's consideration thereof). No transaction will be concluded in the UAE and any enquiries regarding the strategies should be made to Janus Henderson Investors.

This invitation is only being made available within the Bailiwick of Guernsey pursuant to an unsolicited expression of interest in the strategy from the person receiving it. The person receiving this material has not been offered, do not require and has not requested any advice whether in connection with a possible investment in the strategy or otherwise.