Janus Henderson Group Plc · NYSE:JHG
Janus Henderson — Investor Presentation (March 2025)
9 slides from Janus Henderson's investor presentation, March 2025
Slide 1: Portfolio Panorama
JANUS HENDERSON PORTFOLIO CONSTRUCTION AND STRATEGY PORTFOLIO PANORAMA Edition 1 | UK | March 2025 Marketing communication. For professionals only | Not for onward distribution. 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
Slide 2: Portfolio Panorama: Contents
Page 2 Portfolio Panorama: Contents Janus Henderson 01 INVESTOR BEHAVIOUR Portfolio Construction Geopolitical realignment, tariff threats, and diverging global central bank policies have caused market turbulence. UK and Strategy Team investors have slightly increased equity risk. Portfolio 02 EQUITI
Slide 3: Portfolio Panorama: Introduction
Page 3 Portfolio Panorama: Introduction Janus Henderson's Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team. The goal is to simplify the complexities of Portfolio Construction investing, backed by our analysis of over 20,000 mo
Slide 4: Investor behaviour and risk appetite
Page 4 Portfolio Panorama: Investor behaviour and risk appetite Investor behaviour Sentiment in 2024, on average, reflected cautious optimism, as investors followed a balanced approach. Anecdotally, investors have been expressing a strong sentiment to remain cautious yet despite this, we saw allocat
Slide 5: Equities
Page 5 Portfolio Panorama: Equities Equities Over the past 12 months, a supportive economic backdrop encouraged clients to start pivoting their focus towards smaller- capitalisation companies, shifting away from the previously dominant mega-cap technology giants." - PCS Team Regional breakdown % of
Slide 6: Fixed Income
Page 6 Portfolio Panorama: Fixed Income Fixed Income UK portfolios kept their allocation in high-quality fixed income, despite recent volatility and surging yields, following stickier inflation, uncertainty around Trump policies, the Autumn budget, and lower UK growth expectations." - PCS Team Goals
Slide 7: Alternatives and Implementation
Page 7 Portfolio Panorama: Alternatives and Implementation Alternatives and Implementation Amid a sustained equity bull run, clients have scaled back on liquid alternative investments within their portfolios. Meanwhile, low-cost index or passive funds remained popular." - PCS Team Average allocation
Slide 8: Methodology and Definitions
Page 8 Portfolio Panorama: Methodology and Definitions Methodology Definitions The information in this report originates from portfolios uploaded into our proprietary Home bias refers to the tendency of investors to analytical system, Janus Henderson Edge from March 2024 to February 2025. allocate c
Slide 9: Meet the PCS Team
About the Portfolio Construction and Strategy Team Meet the PCS Team The PCS team performs customised analyses on investment portfolios, providing differentiated, data-driven diagnostics. From a diverse universe of thousands of models emerge trends, themes, and potential opportunities in portfolio c