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HGi is a new way to bring you closer to Henderson’s investment expertise. As a leading investment manager we have a wealth of investment insight that we want to share. By creating your HGi profile you will be able to follow the fund managers, topics and funds that are most relevant to you. Find out more or create your HGi profile...

 

The latest from HGi

China: Current Themes to Watch

Caroline MaurerClick for moreClick to follow:Caroline Maurer
91 Following
1 Day 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
311 Following
2 weeks 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
351 Following
 
John BennettClick for moreClick to follow:John Bennett
311 Following
 
Richard PeaseClick for moreClick to follow:Richard Pease
216 Following
2 weeks ago
EquitiesClick for moreClick to follow:Equities 
PerformanceClick for moreClick to follow:Performance 
GlobalClick for moreClick to follow:Global
336 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

2 weeks ago
EquitiesClick for moreClick to follow:Equities 
GlobalClick for moreClick to follow:Global
336 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

2 weeks ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 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
52 Following
3 weeks ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 Following
 
EconomicsClick for moreClick to follow:Economics 
GlobalClick for moreClick to follow:Global
336 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
59 Following
1 month ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 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

1 month ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 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
149 Following
2 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

2 months ago
Bond BriefClick for moreClick to follow:Bond Brief 
ECBClick for moreClick to follow:ECB 
GlobalClick for moreClick to follow:Global
336 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
242 Following
2 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 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
305 Following
2 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 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.

 

Stability creates risks and opportunities

Phil ApelClick for moreClick to follow:Phil Apel
149 Following
2 months ago
Bond BriefClick for moreClick to follow:Bond Brief 
BondsClick for moreClick to follow:Bonds 
EuropeClick for moreClick to follow:Europe

James McAlevey, Head of Interest Rates, addresses the recent rangebound markets noting that there is a danger that the lack of volatility generates complacency amongst investors. He suggests that geopolitical risks, Chinese growth risks and central bank communication policy have the potential to increase market volatility.

Phillip Apel, Head of Fixed Income, explains how they have been positioning the Henderson Horizon Total Return Bond Fund, skewing it towards a low level of interest rate sensitivity, whilst capturing a reasonable yield. In particular he looks at three key factors that have contributed to the fund increasing its allocation to peripheral eurozone debt in Spain and Italy, noting that stability is causing the market to reassess bonds from these countries.

Continental drift - divergent monetary policy

3 months ago
Bond BriefClick for moreClick to follow:Bond Brief 
BondsClick for moreClick to follow:Bonds 
ECBClick for moreClick to follow:ECB

Kevin Adams of the Henderson Fixed Income Investment Strategy Group discusses the potential divergence in monetary policy between the US and the eurozone and the implications for fixed income markets. He explains some of the strategies that they are employing in the Henderson Horizon Total Return Bond Fund to seek to profit from the different environments.

Fair weather in credit markets

Stephen ThariyanClick for moreClick to follow:Stephen Thariyan
242 Following
3 months ago
Economics & marketsClick for moreClick to follow:Economics & markets
518 Following
 
Bond BriefClick for moreClick to follow:Bond Brief 
EconomicsClick for moreClick to follow:Economics

Stephen Thariyan, Global Head of Credit at Henderson, talks about the flourishing subordinated additional tier 1 (AT1) issuance and the outlook for credit markets in general.

 

Henderson's Award Winning Funds: Singapore Edge-Lipper Awards 2014

3 months ago
AsiaClick for moreClick to follow:Asia

Henderson's Award Winning Funds: Singapore Edge-Lipper Awards 2014

Balancing act

3 months ago
Bank of EnglandClick for moreClick to follow:Bank of England 
InflationClick for moreClick to follow:Inflation 
Interest ratesClick for moreClick to follow:Interest rates

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

3 months ago
CommoditiesClick for moreClick to follow:Commodities 
EuropeClick for moreClick to follow:Europe 
Interest ratesClick for moreClick to follow:Interest rates

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

Assets aligned

Chris BurvillClick for moreClick to follow:Chris Burvill
148 Following
3 months ago
Bank of EnglandClick for moreClick to follow:Bank of England 
BondsClick for moreClick to follow:Bonds 
Interest ratesClick for moreClick to follow:Interest rates

Chris Burvill on walking the narrow path between equities and bonds

More than the yield

Ben LofthouseClick for moreClick to follow:Ben Lofthouse
179 Following
3 months ago
Dividend yieldsClick for moreClick to follow:Dividend yields 
IncomeClick for moreClick to follow:Income 
GlobalClick for moreClick to follow:Global
336 Following

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



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