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The latest from HGi

UK temporary inflation fall boosts second-half economic prospects

NEW
Simon WardClick for moreClick to follow:Simon Ward
181 Following
15 hours ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 Following 
UKClick for moreClick to follow:UK
292 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

NEW
16 hours ago
UKClick for moreClick to follow:UK
292 Following 
PropertyClick for moreClick to follow:Property
156 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?

NEW
16 hours ago
GlobalClick for moreClick to follow:Global
221 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

NEW
18 hours ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 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 moreClick to follow:Simon Ward
181 Following
1 Day ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 Following 
UKClick for moreClick to follow:UK
292 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

1 Day ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 Following 
GlobalClick for moreClick to follow:Global
221 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 moreClick to follow:Ben Lofthouse
114 Following
1 Day ago
GlobalClick for moreClick to follow:Global
221 Following 
EquitiesClick for moreClick to follow:Equities
232 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 moreClick to follow:Ian Warmerdam
172 Following
1 Day ago
Press releasesClick for moreClick to follow:Press releases 
GlobalClick for moreClick to follow:Global
221 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

1 Day ago
EuropeClick for moreClick to follow:Europe
263 Following 
USClick for moreClick to follow:US
154 Following 
PropertyClick for moreClick to follow:Property
156 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

1 Day ago
Emerging MarketsClick for moreClick to follow:Emerging Markets
166 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

4 days ago
EuropeClick for moreClick to follow:Europe
263 Following 
PropertyClick for moreClick to follow:Property
156 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 moreClick to follow:Marcus Langlands Pearse
98 Following
5 days ago
UKClick for moreClick to follow:UK
292 Following 
PropertyClick for moreClick to follow:Property
156 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 moreClick to follow:Simon Ward
181 Following
5 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 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
131 Following
5 days 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

6 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 Following 
GlobalClick for moreClick to follow:Global
221 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
181 Following
6 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 Following 
GlobalClick for moreClick to follow:Global
221 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
181 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 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
143 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
376 Following 
EquitiesClick for moreClick to follow:Equities
232 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

1 week ago
UKClick for moreClick to follow:UK
292 Following 
USClick for moreClick to follow:US
154 Following
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

1 week ago
EuropeClick for moreClick to follow:Europe
263 Following 
PropertyClick for moreClick to follow:Property
156 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.
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