Artikel

US earnings revisions suggesting ISM peak

von Simon Ward

vor 1 Tag

​US narrow money trends may be starting to recover but earlier weakness suggests slower economic growth through late 2017.

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UK inflation rise due to loose money not Brexit

von Simon Ward

vor 3 Tagen

​A post in October 2016 forecast that UK CPI inflation would rise above 3% in 2017, exceeding Monetary Policy Committee (MPC) and consensus projections.

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A turning point for China’s SOEs?

von Charlie Awdry

vor 3 Tagen

​In this latest video update, China equities manager Charlie Awdry assesses an unexpected development during reporting season in China.

Charlie covers:

  • A new development in state-owned enterprises
  • The significance for foreign shareholders?
  • China’s bull market opportunity
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Credit in the spotlight

von Tom Ross

vor 3 Tagen
A busy political calendar, robust economic data and shifting monetary policy are creating a potent mix for investors. In this five-minute update, Tom Ross, Credit Portfolio Manager, explores the outlook for credit markets.
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Technology pays dividends

von Ben Lofthouse

vor 4 Tagen

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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US corporate finances unpromising for business spending

von Simon Ward

vor 4 Tagen

​US corporate profits weakened in the fourth quarter of 2016, casting doubt on hopes that business spending will drive a pick-up in economic growth.

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Immobilienaktien: Von Wachstumsnischen profitieren

von Guy Barnard

vor 5 Tagen
Guy Barnard, Manager der Henderson Pan European Property Equities Strategie und Co-Leiter Global Property Equities geht der Frage nach, wie sich die Rotation von Growth- in Value-Aktien auf den Immobiliensektor ausgewirkt hat. Zudem beleuchtet er die positiven Auswirkungen der Rotation auf die Strategie. Sie ermöglicht es dem Team, vermehrt Anlagechancen bei fehlbewerteten Aktien aufzuspüren und auch künftig Länder, Städte und Branchen mit attraktivem Wachstumspotenzial ins Visier zu nehmen.
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Europe: progress despite the politics

von Simon Rowe

vor 5 Tagen

Election season has begun in Europe, with uncertainty focused on the rising popularity of right-wing anti-EU political movements. Here, European equities manager Simon Rowe looks ahead at the upcoming French election, and identifies those French companies that he believes are well positioned to deliver consistent returns, whatever the political backdrop.

Simon covers:

  • Le Pen – a second-round stoppage?
  • Market pragmatism backed by supportive economics
  • Flooring, lighting and the lure of the silver screen
  • Survive and thrive
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Quick View: European populism fails the Dutch litmus test

von Tim Stevenson

vor 1 woche

​European equities manager Tim Stevenson comments on the Dutch election result, which saw the VVD party win the largest number of seats for the third time running, putting the vote in context against the upcoming French and German elections later in 2017.

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Chinese money trends suggesting economic stability

von Simon Ward

vor 1 woche

​Chinese monetary strength has moderated in recent months but current trends continue to give a positive message for economic prospects.

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Quick view: Fed hike with dovish undertones

von Mitul Patel

vor 1 woche

As expected the US Federal Reserve (Fed) delivered a 25 basis point rate increase (to a target range of 0.75-1.0%) at the 15 March meeting of the Federal Open Market Committee (FOMC), the rate setting body of the Fed. Henderson’s Mitul Patel, Head of Interest Rates, shares his views on the hike — the third since December 2015 — and the outcome of the subsequent press conference with the Fed Chair Yellen.

 
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Quick view: Fed hike reaction - US economy “doing well”

The Henderson Geneva US Equity Growth Team responds to the US Federal Reserve (Fed)’s decision to increase interest rates at its latest meeting.

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Emerging Market Corporate Credit: evolution and opportunities

von Steve Drew

vor 2 wochen
Emerging market (EM) corporate credit grew out of the sovereign bond market over a decade ago and has since grown significantly to reflect a greater diversity of countries, sectors and issuers. Outstanding volumes of hard currency EM corporate debt now surpass those issued by EM sovereigns. Additionally, the EM corporate bond market has evolved into an asset class that is more similar to that of developed market corporate bonds.

Steve Drew, Head of Emerging Market Credit at Henderson, explains how the EM corporate bond asset class has evolved over the years. Discussing past trends and sharing his views on future trends, Steve lays down the arguments for a strategic allocation to the asset class.
 
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UK Q4 GDP strength fading in Q1

von Simon Ward

vor 2 wochen

​UK data on industrial / construction output and services turnover released today suggest a further upward revision to fourth-quarter GDP growth but a significant slowdown in the current quarter.

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A simple guide to dispersion and correlation

von 

vor 2 wochen

​Could the current ‘regime change’ be supportive for active fund managers? An understanding of ‘dispersion’ can help investors evaluate the potential benefits of active fund management, while ‘correlation’ is important when considering diversification factors.  This guide seeks to explain both concepts in simple terms.

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Artificial intelligence: the next paradigm shift in technology

von Richard Clode

vor 2 wochen
Recently returned from a US research trip, Richard Clode, portfolio manager within the Henderson Global Technology Team, discusses why artificial intelligence (AI) is the next secular growth theme in focus for the team. As AI begins to disrupt an increasing number of sectors, Richard believes the team will continue to find compelling investment opportunities and outlines why the long-term case for technology remains sound.
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Global leading indicator supporting monetary slowdown signal

von Simon Ward

vor 2 wochen

​The OECD’s leading indicators are giving tentative confirmation of the forecast here, based on real narrow money trends, that global economic momentum will peak in spring 2017 and slow into the autumn.

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UK Budget: safety-first now, autumn fireworks possible

von Simon Ward

vor 2 wochen

​Chancellor Hammond was constrained by Office for Budget Responsibility (OBR) forecasts showing little carry-over of this year’s borrowing undershoot into future years.

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‘Cheesegrater’ sale highlights UK property market divergence

von Guy Barnard

vor 3 wochen
​Guy Barnard, Co-head of Global Property Equities, comments on the recent sale of The Leadenhall building, the largest ever property transaction in the UK. While uncertainty about the outlook for UK property has increased following the Brexit vote, the deal highlights the divergence between the direct and listed property markets with continued foreign interest in key London assets.
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China investment themes: the internet

von Charlie Awdry, May Ling Wee

vor 3 wochen
In the second instalment in a series of articles on key Chinese investment themes, Charlie Awdry and May Ling Wee, China equity portfolio managers, discuss how the rapid adoption rate of the internet, supportive demographics and embracing of social media are leading to attractive investment opportunities in internet stocks, particularly in social media advertising and mobile gaming.
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