Aktuelles Video

Reflation und Zinsanstieg: Auf die neue Normalität einstellen

von Alex Crooke

vor 1 Tag
In seinem neuesten Video-Beitrag erläutert Alex Crooke, Leiter Global Equity Income, warum sich Anleger rechtzeitig auf die neue Normalität einstellen und Dividendenaktien in einer Welt mit steigenden Zinsen und höherer Inflation gut abschneiden sollten.
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What are the key factors shaping global equity income investing?

von Ben Lofthouse

vor 3 wochen
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks, examines key risks and opportunities for global equity income investors and discusses the impact of corporate earnings trends and potential US rate rises.
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Credit round-up: which factors will have the biggest impact on markets this year?

von Stephen Thariyan

vor 1 monat
What are the key factors affecting the outlook for European and sterling corporate bond markets in 2017? Stephen Thariyan, Global Head of Credit, examines the many factors with the potential to alter the path of markets this year, including  the durability of the Trump rally, inflation expectations, improvements for banks, issuance and Brexit developments.
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Macroeconomic uncertainty a certainty for China in 2017

von Charlie Awdry

vor 1 monat
In this video, Charlie Awdry, China equities manager, provides a brief macro update. The start of 2017 has seen further Chinese government intervention in the currency markets and President Xi promoting globalisation at a time when other countries are becoming more inward looking. Charlie also discusses the indicators he is monitoring to ascertain the future shape of US-China relations under President Trump and why this year’s Party Congress could signal a spell of economic stability in the short term.
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Was wird das neue Jahr für den globalen Technologiesektor bringen?

von Stuart O'Gorman

vor 2 monaten
Stuart O'Gorman ist bei Henderson für Technologieaktien zuständig. Hier erläutert er seinen Ausblick für 2017. Obwohl Technologieaktien zuletzt vom starken US-Dollar und der Angst vor Protektionismus in Mitleidenschaft gezogen wurden, sind Stuart O'Gorman und sein Team überzeugt, dass sie mittel- bis langfristig besser als der Gesamtmarkt abschneiden.
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Global Technology: expectations for 2017

von Stuart O'Gorman

vor 2 monaten
Stuart O’Gorman, Director of Technology Equities, discusses his outlook for 2017. While technology stocks have been experiencing near-term headwinds, such as US dollar strength and fears about trade protectionism, Stuart and his team continue to believe the asset class can outperform global equities over the medium and long term.
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Unternehmensanleihen Ausblick 2017: Große Bandbreite an Ergebnissen

von Stephen Thariyan

vor 2 monaten
Stephen Thariyan, globaler Leiter des Bereichs Credit, erläutert den Ausblick für die Kreditmärkte im nächsten Jahr. Aus welchem Land eine Anleihe stammt und welches Rating sie hat, dürfte 2017 nach seiner Einschätzung an Bedeutung gewinnen.
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Globale Dividendenaktien – Ausblick 2017: Rentabilität der Schlüssel zu Dividendenwachstum

von Alex Crooke

vor 3 monaten
Alex Crooke, Leiter Global Equity Income, geht davon aus, dass politische und wirtschaftliche Trends die weltweiten Aktienmärkte auch 2017 maßgeblich beeinflussen. Zudem wird bei Unternehmen die Rentabilität seiner Meinung nach darüber entscheiden, ob sie Kapital generieren und ihre Dividende aufstocken können.  
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Global equity income outlook: corporate profitability key to dividend growth

von Alex Crooke

vor 3 monaten
Alex Crooke, Head of Global Equity Income, believes that political and economic trends are likely to again influence global equity markets in 2017 and that corporate profitability will be the key to generating capital and dividend growth.   
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Globale Dividendenanlage: Auf Titel mit Dividendenwachstum setzen

von Andrew Jones, Ben Lofthouse

vor 3 monaten
Andrew Jones und Ben Lofthouse, Co-Manager des Henderson Global Equity Income Fund, richten ihr Hauptaugenmerk auch künftig über alle Märkte hinweg auf Unternehmen mit attraktiven Renditen und Aussicht auf solides Dividendenwachstum. Ihrer Ansicht nach bleiben regelmäßige Erträge Mangelware und erscheint Europa trotz der Sorgen um die 2017 bevorstehenden Wahlen attraktiv.
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Essentials: Overview of the Henderson Horizon China Fund

von Charlie Awdry

vor 4 monaten
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.
 
Topics covered include:
 
• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

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Global equity income: dividend growth coming through

von Ben Lofthouse

vor 4 monaten
In this video update, Ben Lofthouse, Global Equity Income (GEI) portfolio manager, describes how the team are still finding good dividend growth and why the GEI strategy maintains a relatively defensive positioning, with a bias to lower value areas of the market.      
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Corporate bonds: developments that merit caution ahead

von James Briggs

vor 4 monaten
James Briggs, Portfolio Manager of the Henderson Global Corporate Bond strategy, examines the developments and drivers of investment grade corporate bond markets in Q3 2016. Looking ahead at the next few months, James believes a more cautious approach is warranted given the uncertainties of the US election, the Italian referendum and expectations of a December rate rise in the US.
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Essentials: the Emerging Market Corporate Bond strategy in three minutes

von Steve Drew

vor 4 monaten
In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund — why it was launched, how it is different from peers, where the current opportunities are and the reasons behind the recent inflows into the asset class.
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Essentials: the Global Technology Strategy in three minutes

von Stuart O'Gorman

vor 4 monaten
In this 'Essentials' video, Stuart O’Gorman, Director of Technology Equities, provides a brief overview of the Henderson Global Technology Strategy. He discusses the attractiveness of tech stocks as an asset class and also introduces two key themes running through the strategy − internet advertising and paperless payments.
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Chinese stocks: earnings upgrade boost

von Charlie Awdry

vor 5 monaten
In this video China equities manager, Charlie Awdry, provides reasons for the recent strong performance of Chinese stocks, as well as an update on portfolio activity.
 
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Global Tech: cloud computing on the rise

von Richard Clode

vor 5 monaten
In this video, Richard Clode, portfolio manager in the Henderson Global Technology Team, discusses how cloud infrastructure providers look set to gain as more companies shift their IT work processes online and move away from in-house servers. He also explains why technology stocks remain an appealing asset class.
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Bond market compass: volatility to pick up (but so will opportunities)

von Phillip Apel, Andrew Mulliner

vor 5 monaten

Members of the Fixed Income Investment Strategy Group (ISG), Phil Apel, Head of Fixed Income, and Andrew Mulliner, Portfolio Manager, discuss the unusually calm third quarter in bond markets while sharing their outlook for the short, and medium to long term, as well as ideas on where to find value.​

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Global equity income: supportive US politics and European valuations

von Ben Lofthouse

vor 6 monaten
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, believes that the US Presidential candidates’ rhetoric is, overall, proving supportive towards investor sentiment and that European equities offer some attractive income opportunities.  Ben also analyses the potential for dividend growth from Japanese companies.     
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Essentials: The Asian Dividend Income Strategy in three minutes

von Sat Duhra

vor 6 monaten
In this ‘Essentials’ video, Sat Duhra provides an overview of the Henderson Asian Dividend Income Strategy that he co-manages with Michael Kerley. The strategy is designed to capture the strong income and dividend growth potential of Asian equities.
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