Navigating Equity Markets Amid Volatility: The Risks and Opportunities – Janus Henderson Investors – 10.7.22

Summary:

Now On Demand

Slowing growth, inflationary pressures and interest rate volatility continue to be major risks in the equity markets as investors grapple with fears of a recession. The uncertainty and market pressures have left many investors questioning their equity allocations, but we believe volatility creates opportunities for active investors. Hear from experts at Janus Henderson across U.S. and global equities to assess where near- and long-term opportunities may lie.

Speakers:

Brian Demain is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US Mid Cap Growth strategy, a position he has held since 2007. Mr. Demain joined Janus in 1999 as a research analyst focused on companies in the media and communications sectors. From 2004 to 2007, he led the Communications Sector Research Team.

Mr. Demain received his bachelor of arts degree in economics from Princeton University, graduating summa cum laude and Phi Beta Kappa. His academic achievements culminated with winning a Senior Thesis Prize. Mr. Demain holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.

Brian Recht is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US Concentrated Growth and US Concentrated All Cap Growth strategies. He was an assistant portfolio manager on the US Concentrated Growth strategy from 2020. Additionally, he serves as a Research Analyst primarily focused on companies in the Communications and Consumer sectors. Prior to joining Janus in 2015 as a research analyst, Mr. Recht was an associate consultant with Bain & Co., where he primarily spent time in the private equity group.

Mr. Recht received his bachelor of arts degree in government from Dartmouth College, where he graduated summa cum laude and Phi Beta Kappa. He earned his MBA from the Stanford Graduate School of Business and his juris doctorate from Stanford Law School. Mr. Recht has 11 years of financial industry experience.

Julian McManus is a Portfolio Manager at Janus Henderson Investors. He is responsible for co-managing the International Alpha Equity strategy and the Global Alpha Equity strategy, which includes the Overseas and Global Select products, respectively. He also serves as a Research Analyst primarily focused on the Japan-based consumer and industrials & materials sectors. Previously, Mr. McManus was Portfolio Manager for an international equity strategy from 2010 to 2017 and assistant portfolio manager on the Global Alpha Equity strategy from 2014 to 2017. Prior to joining Janus as an analyst in 2004, he worked at Everest Capital in Florida, where he managed two Japanese long-short funds. He also spent six years at Lazard Asset Management in Tokyo as a Japanese equity analyst and portfolio manager.

Mr. McManus received his bachelor of arts degree in Japanese and law from the University of London, where he graduated with honors. He has 28 years of financial industry experience.

Damien Comeaux is a Senior Portfolio Strategist at Janus Henderson Investors. He 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. Prior to his current role, Mr. Comeaux was a product manager for Janus’ mathematically based managed volatility funds and hedged equity ETF strategies. He also served as senior product analyst, conducting competitive analysis, platform research and technical product support.

Mr. Comeaux received his bachelor of science degree in marketing from San Diego State University and his MBA from the University of Denver, Daniels College of Business. He has 14 years of financial industry experience.