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The latest from HGi

Market outlook: Reassessing opportunities and risks in the Asian real estate market

NEW

15 hours ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

Asia-PacificClick for more Click to follow:Asia-Pacific
216 Following

PropertyClick for more Click to follow:Property
157 Following

Peter Lee (Fund Manager of Henderson Asia-Pacific Indrect Property Fund) assesses the trends and risks in the Asian real estate market. He provides an insight into how rising liquidity, a hunt for yield, but continued risk aversion has translated into more cross-border transactions in the commercial real estate sector among core APAC markets, namely Australia, Japan, HK, Singapore and South Korea.

US: taking the lead from the middle

NEW

16 hours ago

USClick for more Click to follow:US
155 Following

Sir Martin Sorrell, chief executive of the UK-based advertising agency WPP recently described the world as “three-speed”, noting that it was a “slog” in the west, “patchy” in the Middle East and still “much stronger” in the east.

Market outlook: Strong investment market expected in France in 2013

1 Day ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

EuropeClick for more Click to follow:Europe
263 Following

PropertyClick for more Click to follow:Property
157 Following

Peter Winstanley (President of Henderson, France) discusses the strenghth of the French real estate investment market, and provides an insight into why the French market is so strong in a zero GDP growth Europe.

Repo markets and the proposed financial transaction tax

1 Day ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

The European Commission’s financial transaction tax proposal on most equity, debt and derivative transactions is currently the subject of hot debate and negotiations between the 11 eurozone member states and participants in the financial markets. One area of the industry that seems particularly vulnerable to even the smallest levy is the securities lending and repo markets because of a combination of low margins, large volumes and repeated transactions.

News alert: Henderson Strengthens Asia Platform

1 Day ago

Asia-PacificClick for more Click to follow:Asia-Pacific
216 Following

UKClick for more Click to follow:UK
293 Following

PropertyClick for more Click to follow:Property
157 Following

Henderson Global Investor’s c.£12.7 billion Property Business has appointed Tony He as Director of Property, China Consultancy.
Tony, who will be principally based in Henderson’s Beijing office, will utilize his excellent experience and expertise in promoting the development of Henderson’s investment management franchise in China, for both domestic and international investors, in addition to facilitating the delivery of the existing PRC development projects.

UK temporary inflation fall boosts second-half economic prospects

Simon WardClick for more Click to follow:Simon Ward
181 Following

2 days ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

UKClick for more Click to follow:UK
293 Following

CPI inflation was expected to fall in April because of lower petrol prices and a favourable Budget base effect but the outturn of 2.4% was below a projection here of 2.6% (also the consensus forecast).

News alert: Henderson lets units to Nike and Ladbrokes at Manchester Fort

2 days ago

UKClick for more Click to follow:UK
293 Following

PropertyClick for more Click to follow:Property
157 Following

?Henderson Global Investors, on behalf of its c. £1.07 billion UK Retail Warehouse Fund, has signed Nike at Manchester Fort Shopping Park. The sports retailer has taken a new 10 year lease on the former 7,300 sq ft Peacocks unit with plans to begin trading in the summer.

Still a nation of shopkeepers?

2 days ago

GlobalClick for more Click to follow:Global
222 Following

It was Adam Smith in his 'Wealth of Nations' published in 1776 who referred to Great Britain as 'a nation of shopkeepers' and it is a phrase that has remained very relevant to the UK economy ever since.

Weekly wrap: GDP growth: Japanese joy, European gloom

2 days ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

??In Asia, it is hoped that Japanese exports for April (Tuesday) will build on recent strength (+1.1% year-on-year in March). Over in China, the health of the manufacturing sector is gauged with the release of the May HSBC Flash Manufacturing PMI (Wednesday); the April reading came in at 50.4, signalling only a slight improvement in manufacturing activity.

Why UK 2013 growth of 2% remains achievable

Simon WardClick for more Click to follow:Simon Ward
181 Following

3 days ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

UKClick for more Click to follow:UK
293 Following

A post in December suggested that UK GDP would grow by about 2% in 2013. This was based partly on a simple forecasting rule-of-thumb that judges prospects for the coming calendar year to be “good” if both real money growth and share prices are higher than a year before. This condition was met at the end of last year for the first time since December 2005. Historically, growth has averaged 4.1% in years following such a signal – see the earlier post for details.

Weekly wrap: GDP growth: Japanese joy, European gloom

3 days ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

GlobalClick for more Click to follow:Global
222 Following

In Asia, it is hoped that Japanese exports for April (Tuesday) will build on recent strength (+1.1% year-on-year in March). Over in China, the health of the manufacturing sector is gauged with the release of the May HSBC Flash Manufacturing PMI (Wednesday); the April reading came in at 50.4, signalling only a slight improvement in manufacturing activity.

Are attractive equity yields becoming harder to find?

Ben LofthouseClick for more Click to follow:Ben Lofthouse
113 Following

3 days ago

GlobalClick for more Click to follow:Global
222 Following

EquitiesClick for more Click to follow:Equities
233 Following

The prevailing low interest rate environment is driving investors to search for income-generating assets. The resulting increased demand for bonds has led to a fall in bond yields and since last year, risk appetite for equities has improved. Given that many equity markets have rallied considerably since last year, we are often asked whether it is still possible to find good yield opportunities in equities.

Citywire: Henderson tech stars sell out of social media plays

Ian WarmerdamClick for more Click to follow:Ian Warmerdam
171 Following

3 days ago

Press releasesClick for more Click to follow:Press releases

GlobalClick for more Click to follow:Global
222 Following

Ian Warmerdam and Stuart O'Gorman have decided to take profits on positions in Facebook and LinkedIn to allow them to focus the Henderson HF Global Technology fund on the internet retail market.

News alert: Henderson launches US Student Housing Fund

3 days ago

EuropeClick for more Click to follow:Europe
263 Following

USClick for more Click to follow:US
155 Following

PropertyClick for more Click to follow:Property
157 Following

?Henderson Global Investors is engaging with investors on the launch of a US Student Housing Fund. The business has announced plans for a new institutional investment opportunity targeting the US student housing market. The Henderson Student Housing Fund will invest in high quality by-the-bed student housing properties across target markets within the US, and has a current active pipeline of attractive investments.

Investment opportunities abound in emerging markets

3 days ago

Emerging MarketsClick for more Click to follow:Emerging Markets
167 Following

Emerging markets equities have had a bit of a bumpy ride in recent years. During the last three years the asset class has underperformed US equities by a significant margin and has registered a similar performance to Europe despite the fact that the latter was at the epicentre of almost every negative tail risk event.

News alert: Henderson Global Investors and Palmira acquire logistics park in Winsen an der Luhe, Germany

6 days ago

EuropeClick for more Click to follow:Europe
263 Following

PropertyClick for more Click to follow:Property
157 Following

Henderson Global Investors and Palmira Capital Partner have acquired a logistics park in Winsen an der Luhe, Germany on behalf of the Henderson German Logistics Fund. The asset was acquired from a fund managed by Captiva Capital Management. The purchase price has not been disclosed. It represents the fifth acquisition for the Fund following assets in Bad Durkheim, Elmenhorst near Hamburg, Herrenberg near Stuttgart and Bruchsal in South Germany.

Yield-generating property acquisitions

Marcus Langlands PearseClick for more Click to follow:Marcus Langlands Pearse
99 Following

1 week ago

UKClick for more Click to follow:UK
293 Following

PropertyClick for more Click to follow:Property
157 Following

Marcus Langlands Pearse, co-manager of the Henderson UK Property Unit Trust, provides an update detailing the three purchases on the fund worth more than £30m that recently completed.

Equities at risk from weaker hedge fund demand

Simon WardClick for more Click to follow:Simon Ward
181 Following

1 week ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

Yesterday’s post cited improved investor sentiment as a reason for near-term caution on prospects for equities and other risk assets. A change in positioning as sentiment has shifted from excessive pessimism in late summer 2012 to moderate optimism now has been a key driver of recent market strength.

Can we rely on China’s official statistics?

Charlie AwdryClick for more Click to follow:Charlie Awdry
130 Following

1 week ago

For a country the size, state of development and complexity of China, the speed with which they produce certain statistics, such as quarterly gross domestic product (GDP) growth, is surprising.

Global Snapshot May 2013 is available now

1 week ago

Economics & marketsClick for more Click to follow:Economics & markets
379 Following

GlobalClick for more Click to follow:Global
222 Following

Financial markets were in a positive mood in April. Further supportive central bank action in the form of aggressive new quantitative easing plans from the Bank of Japan, positive developments in Cyprus and the appointment of both president and prime minister in Italy ensured the upbeat sentiment outweighed further weakness in economic data and mixed corporate earnings.

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