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Important information relating to the Key Investor Information Document (KIID)

The KIID is a pre-contractual information document which will replace the Simplified Prospectus for UCITS Funds and must be in place by 1 July 2012. Henderson will replace the Simplified Prospectus for Henderson UCITS funds on 18 June 2012. Please ensure you have read an up-to-date version of the Key Investor Information Document (KIID) for each fund you wish to invest in.

 

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The latest from HGi

THINK/Bonds September 2014 - Is it normal to talk about neutral?

NEW
Phil ApelClick for moreClick to follow:Phil Apel
162 Following
17 hours ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
Bond BriefClick for moreClick to follow:Bond Brief 
EconomicsClick for moreClick to follow:Economics
In the latest issue of THINK/Bonds, Phil Apel, Head of Fixed Income/ISG at Henderson, examines expectations by some market participants that in the future the neutral rate for the US Federal Reserve interest rate policy will be considerably lower than historical averages, and the central bank’s current projections. Is there a case for a lower neutral rate and what does it mean for asset prices?

Natural resources: two months in

1 Day ago
CommoditiesClick for moreClick to follow:Commodities 
AgricultureClick for moreClick to follow:Agriculture 
EnergyClick for moreClick to follow:Energy
True to his motto "We use the benchmark index to challenge rather than dictate our portfolio construction", the Henderson Horizon Global Natural Resources Fund shows a significant divergence from its benchmark. Fund manager David Whitten outlines what the portfolio looks like two months post launch and describes the breadth and depth of the fund’s natural resource universe that offers plenty of opportunities up and down the supply chain across Energy, Mining and Agriculture.

Opportunities shift from domestic to global Europe

John BennettClick for moreClick to follow:John Bennett
323 Following
1 Day ago
European EquitiesClick for moreClick to follow:European Equities 
Henderson Gartmore Continental European FundClick for moreClick to follow:Henderson Gartmore Continental European Fund
419 Following

There have been some tangible signs that confidence is slowly returning to Europe, although recent gross domestic product (GDP) numbers and industrial figures have been lacklustre. The unemployment rate for Europe, while still at elevated levels compared to historical averages, has begun to fall. New car sales are also rising – job security makes a new car purchase a far easier decision. There are, nonetheless, a range of significant hurdles to overcome, not least the consequent impact of the escalating crisis in Ukraine.

ECB takes up the QE baton, decoupling Europe from the US

James McAleveyClick for moreClick to follow:James McAlevey
45 Following
 
Phil ApelClick for moreClick to follow:Phil Apel
162 Following
6 days ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
Bond BriefClick for moreClick to follow:Bond Brief 
EconomicsClick for moreClick to follow:Economics
At its 4 September meeting, the European Central Bank (ECB) unleashed a fresh round of monetary stimulus in response to weakening growth and inflation expectations for the region. What are the implications of the ECB actions and of the decoupling of the markets in the US and Europe?

Focus on the relative value - Henderson Horizon Euroland Fund Update Webcast

1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
EurozoneClick for moreClick to follow:Eurozone

On 23 September 2014 at 14:00 BST, Nick Sheridan, manager of the Henderson Horizon Euroland Fund, will provide an overview of performance and positioning for his bottom-up ‘value-biased’ strategy. He will also provide an overview of his thoughts on the relative value of Euroland equities and why he believes that, despite the current heightened level of uncertainty, the region can offer investors an attractive rate of return over the next few years.

Who bought the bond market?

James McAleveyClick for moreClick to follow:James McAlevey
45 Following
1 week ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
EconomicsClick for moreClick to follow:Economics 
Henderson Horizon Total Return Bond FundClick for moreClick to follow:Henderson Horizon Total Return Bond Fund
364 Following

The bond rally this year caught many investors off guard; we believe this rally is largely technically driven and are not of the view that the bull flattening of the curve, where longer dated yields have fallen faster than short-dated yields, is telling us anything more sinister about forward looking growth dynamics as some commentators believe. It does, however, merit a look at the drivers and the main buyers.

Viewpoint: Reaction to ECB rate cut

2 weeks ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
Bond BriefClick for moreClick to follow:Bond Brief 
EconomicsClick for moreClick to follow:Economics

On Thursday 4 September 2014, the European Central Bank (ECB) cut rates to new record lows while announcing a programme of private sector asset purchases aimed at bolstering the eurozone’s flagging economy. Here are a few summary views from various desks at Henderson regarding the ECB announcements.

Simon Ward: ECB surprises positively but QE still distant

Simon WardClick for moreClick to follow:Simon Ward
273 Following
2 weeks ago
EconomicsClick for moreClick to follow:Economics 
EurozoneClick for moreClick to follow:Eurozone

Henderson Chief Economist Simon Ward gives his view on the ECB rate cut.

Fixed income in focus

Phil ApelClick for moreClick to follow:Phil Apel
162 Following
2 weeks 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.

A healthy diagnosis

Chris PalmerClick for moreClick to follow:Chris Palmer
214 Following
3 weeks ago
Economics & marketsClick for moreClick to follow:Economics & markets
521 Following
 
CompaniesClick for moreClick to follow:Companies 
EconomicsClick for moreClick to follow:Economics

While the investment universe of health care stocks in the emerging markets is currently small, the sector has a strong growth potential and over time will likely become a much more important sector for emerging market investors than it is today.