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      The latest from HGi

      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.