The latest from HGi

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

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22 hours ago
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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 moreClick to follow:Marcus Langlands Pearse
98 Following
1 Day ago
UKClick for moreClick to follow:UK
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PropertyClick for moreClick to follow:Property
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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 moreClick to follow:Simon Ward
180 Following
1 Day ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 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 moreClick to follow:Charlie Awdry
130 Following
1 Day 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

2 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
GlobalClick for moreClick to follow:Global
220 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.

Should equity investors take profits?

Simon WardClick for moreClick to follow:Simon Ward
180 Following
2 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
GlobalClick for moreClick to follow:Global
220 Following
The indicators were giving a positive signal for equities and other risk assets in late summer 2012. The current message from the same indicators is more ambiguous.

Eurozone output rise consistent with "monetarist" forecast

Simon WardClick for moreClick to follow:Simon Ward
180 Following
3 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
Posts since last summer (e.g. here) argued that the Eurozone economy would bottom out in autumn 2012 and revive into 2013, based on a recovery in real narrow money from spring 2012.

Indonesia: Cautious at a macro level

Michael KerleyClick for moreClick to follow:Michael Kerley
142 Following
3 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
EquitiesClick for moreClick to follow:Equities
231 Following

Mike Kerley, manager of the Henderson Asian Dividend Income Unit Trust and the Henderson Horizon Asian Dividend Income Fund, provides his view on Indonesia following slightly weaker-than-expected Q1 GDP data.

Hold the fries please

3 days ago
UKClick for moreClick to follow:UK
291 Following
 
USClick for moreClick to follow:US
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One in four adults in the UK is now obese and experts suggest this may rise further. However, the tides are turning and healthy eating is on the up.

News alert: Henderson hires two Portfolio Managers to drive retail portfolio value, strengthening French Platform

4 days ago
EuropeClick for moreClick to follow:Europe
262 Following
 
PropertyClick for moreClick to follow:Property
155 Following
Henderson Global Investor’s c. €15 billion Property Business has hired Paul-Eric Perchaud and Julien Chaperon to strengthen its French team. Both will be based in Paris, working across Henderson Property’s French retail portfolio and report into Ara Adjennian.

Video: Japan's ultra loose monetary policy

4 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
Matthew Beesley, head of global equities talks to FTfm about how Japan’s ultra-loose monetary policy is changing the investment environment in Asia and beyond.

Weekly wrap: Special FX: Dollar/yen breaches ¥100 level

4 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
GlobalClick for moreClick to follow:Global
220 Following
Market momentum continued last week, with the S&P 500 and Dax ascending to new highs and the FTSE closing above 6,600 for the first time since 2007. There was a ‘Nirvana’ moment in the Japanese market as the yen broke through the psychological ¥100 barrier versus the dollar for the first time in four years. ‘Abenomics’ continues to raise expectations for further yen weakening and improving Japanese corporate profits. Looking ahead, eurozone industrial production comes to the fore on Tuesday, swiftly followed by the initial reading of first quarter euro area economic growth on Wednesday, where a small contraction is expected.

Is the tide turning in Brazil?

Chris PalmerClick for moreClick to follow:Chris Palmer
135 Following
4 days ago
Latin AmericaClick for moreClick to follow:Latin America
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EquitiesClick for moreClick to follow:Equities
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Chris Palmer, manager of the Henderson Gartmore Latin American Fund, provides an update on Brazil.

Weekly wrap: Special FX: Dollar/yen breaches ¥100 level

4 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
GlobalClick for moreClick to follow:Global
220 Following
Market momentum continued last week, with the S&P 500 and Dax ascending to new highs and the FTSE closing above 6,600 for the first time since 2007. There was a ‘Nirvana’ moment in the Japanese market as the yen broke through the psychological ¥100 barrier versus the dollar for the first time in four years. ‘Abenomics’ continues to raise expectations for further yen weakening and improving Japanese corporate profits. Looking ahead, eurozone industrial production comes to the fore on Tuesday, swiftly followed by the initial reading of first quarter euro area economic growth on Wednesday, where a small contraction is expected.

Chinese / Japanese money numbers: more of the same

Simon WardClick for moreClick to follow:Simon Ward
180 Following
4 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
Chinese monetary trends continue to suggest a dull economic outlook. Japanese trends suggest modest economic improvement.

Spare a thought for the high street as you sip your latte this morning

Ainslie McLennanClick for moreClick to follow:Ainslie McLennan
171 Following
4 days ago
UKClick for moreClick to follow:UK
291 Following
I do love a coffee. And it turns out I’m not alone. There appears to be no limit to how much we enjoy having it flowing through our veins. It is estimated in 2012 there were around 15,500 coffee outlets in the UK producing a £5.8 billion turnover.

UK banks still cutting savings rates, widening margins

Simon WardClick for moreClick to follow:Simon Ward
180 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
UKClick for moreClick to follow:UK
291 Following
UK quoted mortgage rates were little changed in April but rates offered on new fixed-rate bonds continued to plunge, according to Bank of England data released today. Banks, in other words, continue to widen margins.

Henderson Global Technology Webcast: 17th May 10:00am BST

Ian WarmerdamClick for moreClick to follow:Ian Warmerdam
171 Following
 
Stuart O'GormanClick for moreClick to follow:Stuart O'Gorman
185 Following
1 week ago
Investment solutionsClick for moreClick to follow:Investment solutions
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GlobalClick for moreClick to follow:Global
220 Following
 
EquitiesClick for moreClick to follow:Equities
231 Following
During this webcast, Ian Warmerdam, co-manager of the Henderson Horizon Global Technology Fund and the Henderson Global Technology Fund, will give an update on the Technology sector, offer his views on the outlook for technology equities and will also discuss key recent developments in the Henderson Technology Funds.

Video: Introducing the Henderson Core Multi-Asset Solutions range

Bill McQuakerClick for moreClick to follow:Bill McQuaker
246 Following
1 week ago
GlobalClick for moreClick to follow:Global
220 Following
 
Multi-ManagerClick for moreClick to follow:Multi-Manager
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Bill McQuaker, Head of Multi-Asset, explains the drivers behind launching the Henderson Core Multi-Asset Solutions, a range of lower cost multi-asset portfolios, with an income bias that are expertly managed to defined risk targets.

A "monetarist" case for UK optimism

Simon WardClick for moreClick to follow:Simon Ward
180 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
374 Following
 
UKClick for moreClick to follow:UK
291 Following
Rather than “flatlining”, the British economy has been regaining momentum since late 2011. This trend is obscured in official GDP statistics by various special factors – North Sea production weakness, an extra bank holiday and the Olympics. Adjusting for their effects, the quarterly change in output has risen from -0.1% in the fourth quarter of 2011 to 0.0%, 0.1%, 0.2%, 0.2% and 0.3% in the first quarter of 2013 – a clear upward trend.


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