Reconstructing Fixed Income: Beyond the Benchmark – Janus Henderson – 10.14.21

Summary:

Available Soon On Demand.

Fixed income markets have evolved, but most benchmarks haven’t. Join our panel of fixed income experts as they explain why a new approach – one that focuses on investor objectives rather than a single index – is needed in the current environment. Senior Portfolio Strategist Lara Reinhard, CFA will lead a candid conversation with Co-Head of Strategic Fixed Income Jenna Barnard, CFA, and Portfolio Managers Seth Meyer, CFA, and Nick Childs, CFA, on the challenges facing today’s investors, including:

• Historically low yields that may not provide the same diversification benefits as in the past – and also may not be adequate to meet investors’ return and income goals.
• The risk of higher rates and rising inflation, both of which have the potential to derail many fixed income investments.
• A lack of guidance on how to construct a well-diversified portfolio that may help investors achieve their goals without taking on unnecessary and unexpected risks.

You’ll also learn how Janus Henderson’s Portfolio Construction and Strategy team’s forward-thinking framework may help investors stay the course in these tumultuous times, as well as how our experienced fixed income team can offer practical solutions within this framework.

Speakers:

Jenna Barnard is Co-Head of Strategic Fixed Income at Janus Henderson Investors, a position she has held since 2015. She manages and co-manages a range of strategic fixed income strategies and funds meeting different client needs globally. Ms. Barnard joined Henderson in 2002 as a credit analyst and was promoted to portfolio manager in 2004. Prior to this, she worked as an investment analyst with Orbitex Investments. Ms. Barnard graduated with a first class BA degree (Hons) in politics, philosophy and economics from Oxford University. She holds the Chartered Financial Analyst designation, is a member of the Society of Technical Analysts and is an Affiliate Member of the UK Society of Investment Professionals. She has 19 years of financial industry experience.

Nick Childs is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2018. He is responsible for managing the Mortgage-Backed Securities and AAA CLO ETFs with a primary focus on valuing opportunities and managing securitized asset exposure. Additionally, he is a Securitized Products Analyst acting as sector portfolio manager for the U.S. residential mortgage assets for both U.S. and global multi-sector fixed income portfolios at the firm. Prior to joining Janus in 2017, Mr. Childs was a portfolio manager at Proprietary Capital, LLC from 2012 to 2016 where he managed alternative fixed income strategies specializing in MBS, absolute return investing. He also managed all major U.S. interest rate and MBS risks, modeling borrower behavior and MBS deal structure, and advancing market-neutral hedging strategies.  Before that, he was vice president at Barclays Capital in capital markets, where he focused on securitized products from 2007. Earlier, he was vice president at Lehman Brothers. He began his career at State Street Global Advisors in 2003.  Mr. Childs received his bachelor of science degree in finance with a minor in economics from the University of Denver. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.

Seth Meyer is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the High Yield, Global High Yield, Multi-Sector Credit, Short Duration and Short Duration High Yield strategies. Mr. Meyer was promoted to assistant portfolio manager supporting primarily the High Yield and Short Duration High Yield strategies in 2012. He joined Janus in 2004 as a product manager covering a variety of equity and fixed income strategies before becoming a credit analyst. Prior to Janus, he was a consultant relations manager at OppenheimerFunds. Mr. Meyer received his bachelor of science degree in business administration with a concentration in finance from the University of Colorado. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.

Lara Reinhard is a Senior Portfolio Strategist at Janus Henderson Investors, a position she has held since 2021. She is a member of the Portfolio Construction and Strategy Team focused on delivering actionable investment strategy and thought leadership to help clients with all aspects of the investment management process. Previous to her current role, Ms. Reinhard was a portfolio strategist at the firm from 2019 and a senior internal sales consultant for all Janus Henderson-related products and the Knowledge Labs® curriculum from 2016. Prior to joining Janus, she was an investment banking associate at Wells Fargo Securities and Piper Jaffray in Denver. Ms. Reinhard received her bachelor of arts degree in mathematics from Boston College, graduating magna cum laude. She holds the Chartered Financial Analyst designation and has 8 years of financial industry experience.