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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...
In spite of yesterday’s correction in global stock markets there is an increasing consensus around the world that positive signs can be found and many equity investors are becoming accustomed to the idea that perhaps a new order has arrived.
Sir Martin Sorrell, chief executive of the UK-based advertising agency WPP recently described the world as “three-speed”, noting that it was a “slog” in the west, “patchy” in the Middle East and still “much stronger” in the east.
The European Commission’s financial transaction tax proposal on most equity, debt and derivative transactions is currently the subject of hot debate and negotiations between the 11 eurozone member states and participants in the financial markets. One area of the industry that seems particularly vulnerable to even the smallest levy is the securities lending and repo markets because of a combination of low margins, large volumes and repeated transactions.
It was Adam Smith in his 'Wealth of Nations' published in 1776 who referred to Great Britain as 'a nation of shopkeepers' and it is a phrase that has remained very relevant to the UK economy ever since.
Emerging markets equities have had a bit of a bumpy ride in recent years. During the last three years the asset class has underperformed US equities by a significant margin and has registered a similar performance to Europe despite the fact that the latter was at the epicentre of almost every negative tail risk event.
There is no denying that weather patterns can have a significant impact on retail businesses. The unseasonably cold weather in the UK this spring caused a sharp decline in footfall on the highstreet and has left beer gardens at pub companies decidedly empty.
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