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The latest from HGi

Europe – hunting season again?

2 weeks ago
EurozoneClick for moreClick to follow:Eurozone 
European EquitiesClick for moreClick to follow:European Equities

Léopold Arminjon, Manager of the Henderson Horizon Pan European Alpha Fund, gives an overview of performance and his outlook for generating absolute returns from European equities. The recent higher net exposure reflects confidence in the general prospects for European equities.

Stirred but not shaken

Bill McQuakerClick for moreClick to follow:Bill McQuaker
368 Following
3 weeks ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
GlobalClick for moreClick to follow:Global
338 Following

In this article Bill McQuaker, Co-Head of Multi-Asset, discusses some of his best investment ideas as 2014 progresses.

A shaky marriage?

Bill McQuakerClick for moreClick to follow:Bill McQuaker
368 Following
1 month ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
EquitiesClick for moreClick to follow:Equities

As we and the market expected, Scotland rejected independence and voted to remain part of the United Kingdom (UK). Market reaction so far has been fairly muted, with mild support for UK assets within currencies and equities.

Should we buy Japan, before Japan does?

Matthew BeesleyClick for moreClick to follow:Matthew Beesley
69 Following
2 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
DemographicsClick for moreClick to follow:Demographics 
JapanClick for moreClick to follow:Japan

The Japanese Government Pension Investment Fund (GPIF) is the world’s largest pension fund, and it may be about to increase its allocation to domestic stocks. Given this news, should investors consider buying Japanese equities before the Japanese do?

Fixed income in focus

Phil ApelClick for moreClick to follow:Phil Apel
166 Following
2 months ago
Bond BriefClick for moreClick to follow:Bond Brief 
CreditClick for moreClick to follow:Credit 
Monetary policyClick for moreClick to follow:Monetary policy
Phil Apel, Head of Fixed Income, comments on the reasonably solid return from fixed income so far in 2014 and his expectation that credit can continue to outperform government bonds as investors seek additional yield. With divergence in monetary policy between the US and that of Japan and the eurozone, he explains how porrtfolios are broadly positioned in terms of interest rate sensitivity and currency exposure.

John Bennett video: The door has reopened to Global Europe

John BennettClick for moreClick to follow:John Bennett
330 Following
2 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EurozoneClick for moreClick to follow:Eurozone 
EuropeClick for moreClick to follow:Europe
384 Following
John Bennett steps away from his short-term theme of ‘renting banks’, and explains why, against a troubled macro backdrop in the region, he sees opportunities to invest in European companies with global exposure.

Asian Renaissance

Michael KerleyClick for moreClick to follow:Michael Kerley
226 Following
2 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
Asian Equity IncomeClick for moreClick to follow:Asian Equity Income 
Asia-PacificClick for moreClick to follow:Asia-Pacific
315 Following

Mike Kerley discusses specific themes and stocks benefiting from reform in Asia Pacific, including State Owned Enterprises (SOEs) in China, power producers in India and South Korean government initiatives to discourage cash hoarding by corporates.

Global dividends surged to a record high

2 months ago
Media releasesClick for moreClick to follow:Media releases 
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics

Global investors are enjoying a bumper year for dividends, according to the latest Global Dividend Index (HGDI) from Henderson Global Investors. Overall pay-outs grew 11.7% year on year in the second quarter to a new record of $426.8bn, an increase of $44.6bn, equivalent to a whole year’s worth of Japanese dividends.

China: Current Themes to Watch

Caroline MaurerClick for moreClick to follow:Caroline Maurer
98 Following
3 months ago
ChinaClick for moreClick to follow:China 
ChinaClick for moreClick to follow:China

The Chinese government remains confident that annual GDP growth will reach 7.5% for 2014. We believe there are three key themes that have significant impact on China’s growth target: 1) HK-Shanghai Connectivity; 2) SOE Reforms; and 3) the Anti-Corruption Campaign.

Time to heal

John BennettClick for moreClick to follow:John Bennett
330 Following
3 months ago
CorrelationClick for moreClick to follow:Correlation 
ECBClick for moreClick to follow:ECB 
Price/earningsClick for moreClick to follow:Price/earnings

As Europe continues to recover, the market focus is shifting and correlation falling

Impatient performance

Bill McQuakerClick for moreClick to follow:Bill McQuaker
368 Following
 
John BennettClick for moreClick to follow:John Bennett
330 Following
 
Richard PeaseClick for moreClick to follow:Richard Pease
228 Following
3 months ago
EquitiesClick for moreClick to follow:Equities 
PerformanceClick for moreClick to follow:Performance 
GlobalClick for moreClick to follow:Global
338 Following

The removal of David Moyes, erstwhile manager of Manchester United football club, after only 10 months is symptomatic of an impatient modern culture - one in which instant results are demanded. Does the asset management industry suffer similar short-termism?

Long-haul investing

3 months ago
EquitiesClick for moreClick to follow:Equities 
GlobalClick for moreClick to follow:Global
338 Following

Five fund managers on some of the longer-term opportunities they have identified in the fixed-income and equity markets.

The July 2014 issue of Global Snapshot

3 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
Global snapshotClick for moreClick to follow:Global snapshot

The latest issue of the Global Snapshot provides a round-up of the main developments in economics, bonds, currencies and equity markets in July 2014. Plus Simon Ward, Henderson’s Chief Economist’s latest views.

The eye of the beholder

Matthew BeesleyClick for moreClick to follow:Matthew Beesley
69 Following
3 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
GlobalClick for moreClick to follow:Global
338 Following

In this update Matthew Beesley, Head of Global Equities, gives a brief recap on events in 2014 and his outlook for markets for the second half of the year.

 

Property equities: yielding growth

Guy BarnardClick for moreClick to follow:Guy Barnard
71 Following
4 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
PropertyClick for moreClick to follow:Property

Guy Barnard and Tim Gibson provide an overview of the sector’s prospects together with current fund positioning. Guy and Tim take over this week as co-heads of Henderson Global Property Equities as Patrick Sumner retires.

Putting Japan back on the radar

4 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
JapanClick for moreClick to follow:Japan

Japan has been off the radar of investors for many years; the rationale for this has been portrayed mostly from a top-down macroeconomic perspective, but also because return fundamentals have been very poor. The arguments are no longer valid, opening the door to investment opportunities on the ground.

Developments in fixed income

Phil ApelClick for moreClick to follow:Phil Apel
166 Following
4 months ago
Bond BriefClick for moreClick to follow:Bond Brief 
ECBClick for moreClick to follow:ECB 
Interest ratesClick for moreClick to follow:Interest rates

James McAlevey and Phil Apel, members of the Henderson Fixed Income Investment Strategy Group (ISG), discuss the big developments of recent weeks, including the 50 basis point interest rate cut in Mexico, the buoyant US non-farm payrolls number and the package of monetary policy measures announced by the European Central Bank at its June meeting. Discover what this means for portfolio positioning in terms of country exposures, yield curve positioning and currency preferences.

Drawing a line in the sand

4 months ago
Bond BriefClick for moreClick to follow:Bond Brief 
ECBClick for moreClick to follow:ECB 
GlobalClick for moreClick to follow:Global
338 Following

James McAlevey, Head of Interest Rates, discusses the recent action announced by the European Central Bank at its June policy meeting. He notes that the central bank has left the door open to further policy easing if the economy requires it.  

CoCo market’s bittersweet growth

Stephen ThariyanClick for moreClick to follow:Stephen Thariyan
256 Following
5 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
Bond BriefClick for moreClick to follow:Bond Brief 
EurozoneClick for moreClick to follow:Eurozone

This year has seen a surge in bank issuance of new subordinated debt known as contingent convertible bonds (CoCos) as more national regulators have finalised capital rules for their banks. The latest of these is Germany, with Deutsche Bank raising over €3bn in additional tier 1 CoCo bonds.

 

Henderson Horizon Pan European Equity Fund update - Growth remains the smart choice in Europe

Tim StevensonClick for moreClick to follow:Tim Stevenson
321 Following
5 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EurozoneClick for moreClick to follow:Eurozone 
RetailClick for moreClick to follow:Retail

Tim Stevenson, manager of the Henderson Horizon Pan European Equity Fund outlines some of the reasons behind recent market volatility, including a comment on the European Parliament elections, and highlights the reasons why he believes that the long-term case for growth stocks in Europe remains intact.

 



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