The latest from HGi

Strong quarter for portfolio acquisitions

Marcus Langlands PearseClick for moreClick to follow:Marcus Langlands Pearse
129 Following
1 Day ago
UKClick for moreClick to follow:UK
417 Following

The UK commercial property market, with its compelling and stable yield profile, continued to see strong investor demand in the first quarter of 2014. Andrew Friend and Marcus Langlands Pearse provide a review of the quarter, including transaction activity across the Henderson UK Property Unit Trust.

UK vacancies / short-term unemployed signalling stronger wages

Simon WardClick for moreClick to follow:Simon Ward
260 Following
1 Day ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following

Last week’s UK employment report casts further doubt on the Bank of England’s claim that there is still significant disinflationary slack in the labour market.

Refusing to play the popular consensus tune

Jenna BarnardClick for moreClick to follow:Jenna Barnard
239 Following
1 Day ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following
 
EuropeClick for moreClick to follow:Europe
369 Following
 
GlobalClick for moreClick to follow:Global
324 Following

Up until the middle of April, fixed income markets have performed well with strong returns across the board. Jenna Barnard, Co-manager of the Strategic Bond Fund, talks about the surprising convergence in returns, sharing her outlook for the market and where pockets of opportunity lie.

Shifting fortunes on the road back to normality

1 Day ago
GlobalClick for moreClick to follow:Global
324 Following

The peak of the liquidity-driven market and the rebalancing of global growth will have different effects across developed and emerging markets, says Paul O’Connor

European companies are benefiting as skies clear over the Eurozone

1 Day ago
EuropeClick for moreClick to follow:Europe
369 Following

European companies are benefiting as skies clear over the eurozone and global growth broadens

Walking the narrow path between equities and bonds

Chris BurvillClick for moreClick to follow:Chris Burvill
142 Following
1 Day ago
EquitiesClick for moreClick to follow:Equities
305 Following

Chris Burvill on walking the narrow path between equities and bonds

Income and some capital growth set to drive commercial property returns

Marcus Langlands PearseClick for moreClick to follow:Marcus Langlands Pearse
129 Following
1 Day ago
YieldsClick for moreClick to follow:Yields 
UKClick for moreClick to follow:UK
417 Following
 
PropertyClick for moreClick to follow:Property
206 Following

Income and pockets of capital growth look set to drive commercial property returns

The prospects for global equities

1 Day ago
GlobalClick for moreClick to follow:Global
324 Following
 
EquitiesClick for moreClick to follow:Equities
305 Following

Sunday Times columnist Ian Cowie meets Matthew Beesley and Nick Anderson from the Henderson Global Equities team

A new equilibrium

John PattulloClick for moreClick to follow:John Pattullo
271 Following
1 Day ago
YieldsClick for moreClick to follow:Yields 
GlobalClick for moreClick to follow:Global
324 Following
 
UKClick for moreClick to follow:UK
417 Following

John Pattullo and Jenna Barnard discuss the outlook for bonds as inflation remains low and economic recovery subdued in a number of developed markets

A balanced approach to equity income investing

Ben LofthouseClick for moreClick to follow:Ben Lofthouse
174 Following
1 Day ago
GlobalClick for moreClick to follow:Global
324 Following
 
EquitiesClick for moreClick to follow:Equities
305 Following

A balanced approach to equity income requires more than just a focus on headline yields

It’s a question of balance

Simon WardClick for moreClick to follow:Simon Ward
260 Following
1 Day ago
EconomyClick for moreClick to follow:Economy 
UKClick for moreClick to follow:UK
417 Following

Successful UK monetary policy: it’s a question of balance

The appeal of absolute return funds

1 Day ago
Government bond yieldsClick for moreClick to follow:Government bond yields

Absolute return funds aim to deliver a positive return through all market cycles – but that is often where their similarities end

The ABI on annuities

1 Day ago
AnnuitiesClick for moreClick to follow:Annuities 
RetirementClick for moreClick to follow:Retirement 
UKClick for moreClick to follow:UK
417 Following

We talk to Rob Yuille, Policy Adviser at the Association of British Insurers (ABI) about the changing annuities market and falling annuity sales.

The Verizon of the high yield market

Jenna BarnardClick for moreClick to follow:Jenna Barnard
239 Following
 
John PattulloClick for moreClick to follow:John Pattullo
271 Following
2 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following
 
EuropeClick for moreClick to follow:Europe
369 Following
 
GlobalClick for moreClick to follow:Global
324 Following

The €12.6bn jumbo deal unveiled by Numericable and Altice on Monday 14 April is set to become Europe's largest ever high yield bond sale, which could become the Verizon of the high yield bond markets.

Nobody dares to call Draghi's bluff

1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following
 
Emerging MarketsClick for moreClick to follow:Emerging Markets
209 Following
 
EuropeClick for moreClick to follow:Europe
369 Following

James McAlevey on Citywire Global TV talking about the European Central Bank and why the possibility of European quantitative easing is remote, plus reasons to like the 100-year Mexican sterling bond issue.

UK economics-based election predictor suggests hung parliament

Simon WardClick for moreClick to follow:Simon Ward
260 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following
 
EconomyClick for moreClick to follow:Economy 
UKClick for moreClick to follow:UK
417 Following

An analysis of economic influences on political popularity suggests that the Conservatives will move ahead of Labour in the polls by the time of the May 2015 general election but their lead will be insufficient to deliver a majority in the House of Commons, and may not even result in the party holding the most seats in a hung parliament.

Rising stars

Chris BullockClick for moreClick to follow:Chris Bullock
228 Following
1 week ago
EuropeClick for moreClick to follow:Europe
369 Following
 
GlobalClick for moreClick to follow:Global
324 Following
 
Fixed IncomeClick for moreClick to follow:Fixed Income
254 Following

Chris Bullock looks at developments within credit markets, notably those companies that have successfully moved from a sub-investment grade to an investment grade rating. With it often proving profitable to identify the potential for such ratings upgrades before they occur, he describes several issuers within his portfolios that he believes could ultimately achieve investment grade status.

The case for real estate remains strong

1 week ago
GlobalClick for moreClick to follow:Global
324 Following
 
EquitiesClick for moreClick to follow:Equities
305 Following
Guy Barnard explains that capital continues to seek out income-producing assets and real estate is a key beneficiary of this environment. He points to encouraging signs of rental growth, helped by a lack of new supply in most markets.

Bedrock of investment in China: rising domestic consumption

Charlie AwdryClick for moreClick to follow:Charlie Awdry
187 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following
 
Emerging MarketsClick for moreClick to follow:Emerging Markets
209 Following
 
UKClick for moreClick to follow:UK
417 Following

Following years of rapid investment-led growth in China, consumers with their higher spending power are becoming ever more important to the economy, which makes tapping into local companies that truly understand the dynamic, and often regional, consumer tastes a golden opportunity.

Is UK national saving too low?

Simon WardClick for moreClick to follow:Simon Ward
260 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
502 Following
 
UKClick for moreClick to follow:UK
417 Following

The Office for National Statistics recently announced that its implementation of a new accounting framework in September 2014 will substantially boost the household saving ratio. Specifically, the increasing pension entitlements of members of funded defined benefit schemes will, from September, be included in income and saving. Initial work indicates that the change will boost annual saving ratios over 1997-2011 by between 3.4 and 6.3 percentage points. The saving ratio of 5.0% in the fourth quarter of 2013 could rise to about 10%.



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