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    The latest from HGi

    The April 2014 issue of Global Snapshot

    4 days ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 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 March 2014. Plus Simon Ward, Henderson’s Chief Economist, shares his latest economic views.

    The case for real estate remains strong

    Guy BarnardClick for moreClick to follow:Guy Barnard
    54 Following
    4 days ago
    VideoClick for moreClick to follow:Video
    30 Following
     
    GlobalClick for moreClick to follow:Global
    324 Following
     
    EquitiesClick for moreClick to follow:Equities
    304 Following
    Guy Barnard explains that capital continues to seek out income-producing assets and real estate is a key beneficiary of this environment. He points to encouraging signs of rental growth, helped by a lack of new supply in most markets.

    ECB: outside chance of action

    1 week ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 Following
     
    Bond BriefClick for moreClick to follow:Bond Brief 
    EconomicsClick for moreClick to follow:Economics

    The ECB left rates unchanged at the record low of 0.25% at its 3 April meeting while officials seemed to signal that European quantitative easing (QE) is not off the table. James McAlevey, Head of Interest Rates, gives a brief view of the latest ECB meeting.

     

    Fixed income perspectives: implications of a hawkish Fed

    Phil ApelClick for moreClick to follow:Phil Apel
    138 Following
    2 weeks ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 Following
     
    Bond BriefClick for moreClick to follow:Bond Brief 
    EconomicsClick for moreClick to follow:Economics

    Analysing the key messages from the latest FOMC meeting, the first with Chair Yellen at the helm; plus reasons why credit is likely to outperform government securities in 2014 despite political and economic uncertainty.

    Japan — hubble, bubble, toil and trouble

    Michael Wood-MartinClick for moreClick to follow:Michael Wood-Martin
    194 Following
    3 weeks ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 Following
     
    EconomicsClick for moreClick to follow:Economics 
    JapanClick for moreClick to follow:Japan

    As has been the case in the past, Japan is misbehaving once again. Equities have slipped since the beginning of the year and foreign investors have turned sellers of Japanese equities having been large buyers of ‘Abenomics’ last year. But is such action justified?

    Global demand for property– but Northern European companies remain best placed

    3 weeks ago
    PropertyClick for moreClick to follow:Property 
    GlobalClick for moreClick to follow:Global
    324 Following
     
    PropertyClick for moreClick to follow:Property
    206 Following

    As investors rotate from bonds into other yielding assets, property equities are benefiting – but a successful stock picking approach will be increasingly important going forward.

    Reflections on the March Fed meeting

    3 weeks ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 Following
     
    EconomicsClick for moreClick to follow:Economics 
    Central banksClick for moreClick to follow:Central banks

    Last week saw the first press conference from the new Chair of the US Federal Open Market Committee (FOMC), Janet Yellen. The market was left surprised by the seemingly hawkish tone of the comments, which repriced expectations over the likely path of short-term interest rates upwards.

    Thoughts on Russia and the Ukraine

    Matthew BeesleyClick for moreClick to follow:Matthew Beesley
    46 Following
    1 month ago
    EconomyClick for moreClick to follow:Economy

    Is this a genuine investment opportunity in Russia? Are stocks cheap? Or would you not touch it with a barge pole? Perhaps there are other, unseen consequences of any escalating situation there.

    Positive outlook for Europe, but what are the risks?

    Matthew BeesleyClick for moreClick to follow:Matthew Beesley
    46 Following
    1 month ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 Following
     
    EconomicsClick for moreClick to follow:Economics

    Following a recent trip to meet with Germany companies, Matthew Beesley, Head of Global Equities, says management are positive about European economic recovery. But he also identifies two risks that could temper bullishness.

    Macroeconomic update

    Matthew BeesleyClick for moreClick to follow:Matthew Beesley
    46 Following
    1 month ago
    Economics & marketsClick for moreClick to follow:Economics & markets
    502 Following
     
    EconomicsClick for moreClick to follow:Economics 
    GlobalClick for moreClick to follow:Global
    324 Following

    In this manager update Matthew Beesley, Head of Global Equities, answers a series of questions about his latest macroeconomic views and regional exposures.

    Questions include:

    • How have the recent tensions between Russia and Ukraine shaped your view of global equity markets?
    • How do you think the US Federal Reserve's tapering programme will impact global markets over the coming year?
    • What do you think is the biggest risk to global markets over the coming year?
    • Why should investors consider investing more in global equities at the moment?