Investment outlooks 2017

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After a game-changing 2016, Henderson’s investment teams outline the lessons they’ve learned, the key positions within their portfolios moving towards the New Year and their expectations for markets in 2017. Additional outlooks will be added in the coming days and weeks.

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Global Equities

Global Technology: expectations for 2017

by Stuart O'Gorman

1 month ago
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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Emerging market equities in 2017: long-term opportunities but risks remain

by Glen Finegan

2 months ago

​Glen Finegan, Head of Emerging Market Equities, believes a long term, risk-aware approach that focuses on the fundamental trends within a business is more important than trying to predict fluctuations in the wider economy.

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Global equity income outlook: corporate profitability key to dividend growth

by Alex Crooke

2 months ago
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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Global equity income: electing for future dividend growth

by Andrew Jones, Ben Lofthouse

2 months ago
Andrew Jones and Ben Lofthouse, co-managers of the Henderson Global Equity Income Strategy, continue to focus on companies across markets with attractive yields and good dividend growth potential. They believe that income remains scarce and that Europe looks attractive despite 2017 election concerns.
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2017: supportive backdrop for global equities

by Matthew Beesley, Ian Tabberer

2 months ago

​Matthew Beesley, Head of Global Equities, and Ian Tabberer, Portfolio Manager, believe that the impact of technology and an ageing population are likely to be the key themes shaping global equity markets in 2017, while the incoming US President’s planned shift to fiscal stimulus should be supportive for global equities. 

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2017 outlook: China equities

by Charlie Awdry

2 months ago

Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver attractive returns for investors.

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Asian Dividend Income: cautiously optimistic in 2017

by Michael Kerley, Sat Duhra

2 months ago

​Michael Kerley and Sat Duhra, Co-Managers of the Henderson Asian Dividend Income Strategy, provide their outlook for 2017. While macroeconomic events will continue to dominate markets, Asia’s strong potential for dividend growth remains the key reason why investors should remain invested in the region.

 
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European Equities

John Bennett 2017 outlook: why the ‘value’ shift favours Europe

by John Bennett

2 months ago

​John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John acknowledges that currency, politics and the chance of deflation are all risks to this view. 

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European equities in 2017: the contrarian’s first choice?

by Tim Stevenson

2 months ago

Tim Stevenson, Director of European Equities, gives his outlook for 2017. While he believes high growth businesses should retain their elevated valuations, Tim sees a number of risks that investors need to navigate, including rising inflation, monetary policy and an increasingly unpredictable political landscape. Against this backdrop, Tim believes investors should stick with companies capable of consistently increasing their returns to shareholders.

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Global Fixed Income

Fixed Income outlook 2017: caution is the watchword

by Phillip Apel

2 months ago

​Phillip Apel, Head of Fixed Income, comments on the prospects for fixed income markets in 2017 as the political calendar suggests a volatile year ahead.

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Multi-Asset

Alternatives

Asian Equities