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    The latest from HGi

    Time to heal

    John BennettClick for moreClick to follow:John Bennett
    310 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
    350 Following
     
    John BennettClick for moreClick to follow:John Bennett
    310 Following
     
    Richard PeaseClick for moreClick to follow:Richard Pease
    215 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
    2 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
    3 weeks 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
    148 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.