Aktuelles Video

Latin America: Opportunities in Chile and Brazil

von Nicholas Cowley

vor 2 wochen
In this video update, Nicholas Cowley, Investment Manager on the Emerging Market Equities team, discusses his team’s risk-aware approach to investing in Latin American markets, with a focus on Chile and Brazil.
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EM Credit: strong inflows and a positive outlook

von Steve Drew

vor 2 wochen
Steve Drew, Head of Emerging Market Credit, explains the continued compelling investment case for emerging market corporate bonds and where he sees the best investment opportunities going forward.
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Glen Finegan: how we approach emerging markets

von Glen Finegan

vor 3 wochen
In this video update, Glen Finegan, Head of Emerging Market Equities, discusses his team’s disciplined, risk-aware approach that focuses on downside protection, while seeking exposure to the long-term demographic opportunities in certain emerging markets.
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AI revolution

von Richard Clode

vor 3 wochen
The Henderson Global Technology Team believes artificial intelligence (AI) is the next major transformative force in the evolution of technology. In this video recorded at a recent investment conference, Richard Clode, portfolio manager, discusses the concept of AI, why and how it is fuelling technology’s disruption of the old economy and the rationale for its attractive long-term potential.
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A turning point for China’s SOEs?

von Charlie Awdry

vor 2 monaten

​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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Artificial intelligence: the next paradigm shift in technology

von Richard Clode

vor 2 monaten
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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Reflation und Zinsanstieg: Auf die neue Normalität einstellen

von Alex Crooke

vor 3 monaten
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 4 monaten
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 4 monaten
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 4 monaten
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 5 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 5 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 5 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 6 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 6 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 6 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 7 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 7 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 7 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 7 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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