Articles

Quick view: Tories may underperform polls in snap general election

by Simon Ward

6 days ago

​Simon Ward, Chief Economist, gives his view on the UK Prime Minister’s call for a snap general election

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Quick view: election could see rebound for hard-hit UK domestic stocks

by Stephen Payne

6 days ago

​Stephen Payne, who co-manages the Henderson Cautious Managed Fund with Chris Burvill, gives his initial thoughts on the surprise decision by UK Prime Minister Theresa May to call a snap general election on 8th June 2017.

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UK commercial property: positioned for income

by Ainslie McLennan

2 weeks ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses how the UK commercial property market performed in the first quarter of 2017, alongside explaining portfolio positioning and her outlook for the asset class.
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March Commentary: City of London

by Job Curtis

2 weeks ago

 

 
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An introduction to Lowland Investment Company plc

by James Henderson, Laura Foll

3 weeks ago
Fund Managers James Henderson & Laura Foll introduce Lowland Investment Company, explaining the Trust's objective, and how the team works towards achieving this.
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AI: from science fiction to an attractive investment theme

Advances in computing power, the volume of data available and the speed and falling cost of data analysis have propelled artificial intelligence (AI) to the next paradigm shift in technology. Alison Porter, Richard Clode and Graeme Clark, portfolio managers in Henderson’s Global Technology Team, discuss this investment theme, its strong potential and where they believe the best opportunities lie.

 
 
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As dry as dust: water scarcity and its investment implications
Hamish Chamberlayne and Nick Anderson, managers of Henderson’s global sustainable equity strategy, detail how water crises have become the world’s #1 risk. They explain why mega trends such as climate change, population growth and urbanisation could trigger a supply crisis as industrial activity competes with human consumption. They outline the potential solutions and discuss the investment implications.
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Brexit – deal or no deal?
Paul O’Connor, Head of Multi-Asset, examines the implications of the UK triggering Article 50 of the Treaty of Lisbon, which formally begins the process of the UK’s withdrawal from the European Union (EU).
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Private Equity: James de Bunsen on its bad rap and broad opportunities

by James de Bunsen

1 month ago

​Allocating that marginal pound of savings is unquestionably hard following an eight year rally in equities (let alone a 30-year bull market in bonds). It requires a firm view that the forces that have sustained that rally will remain in place for some time, or that new, beneficial, forces will replace those drivers. So, if we acknowledge that record low interest rates and quantitative easing are likely a thing of the past, then we must look to stronger growth in company revenues and earnings to drive markets ever higher.

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Technology pays dividends

by Ben Lofthouse

1 month ago

​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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China investment themes: the internet

by Charlie Awdry, May Ling Wee

1 month ago
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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Artificial intelligence: the next paradigm shift in technology

by Richard Clode

1 month ago
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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UK commercial property: making sense of business rates

by Ainslie McLennan

1 month ago

​​On 1 April 2017, the next business rates revaluation for non-domestic properties in England, Scotland and Wales will take effect, based on a property’s rental value. Some tenants may face a hike in their annual business rate if the property they occupy has experienced an increase in rental value. Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, explains the likely implications for the UK commercial property market.

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Property in focus video: JCB distribution

by Ainslie McLennan

2 months ago

​Demand for well-located, high-quality distribution warehousing continues to grow. In the first of a mini series of ‘property in focus’ videos, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, explains the best-in-class features that aim to future proof JCB’s distribution facility near Stoke-on-Trent. She also explains why these are increasingly important considerations when assessing new opportunities going forward.

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FCA discussion paper on investing in illiquid assets

by 

2 months ago

​The Financial Conduct Authority recently published a discussion paper relevant to open-ended property funds. Henderson welcomes the opportunity to participate in the discussion.

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Hey, big spender: the fiscal story behind the political noise

​Chris Forgan, Fund Manager with Henderson’s Multi-Asset Team, discusses what Trump's presidency might mean for markets. He argues that, behind the media noise created by populist politics, investors need to stay abreast of important monetary and fiscal policy shifts.

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Reflation and rising rates: adjusting to the new normal

by Alex Crooke

2 months ago
In this video update, Alex Crooke, Head of Global Equity Income, explains the importance of adjusting to the ‘new normal’ and why dividend-paying equities are likely to perform well in a rising interest rate and reflationary environment.
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Europe in a world of “alternative facts”

by Tim Stevenson

2 months ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

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Reflation for now, but how long will it last?

by Jenna Barnard

2 months ago
Since the election of Donald Trump headlines such as ‘regime change’ and ‘the Trump reflation trade’ have dominated the financial media as investors happily embraced the ‘reflation’ trend and started to put their money to work based on the view that growth and inflation are going to rise. This has favoured equities over bonds.
Jenna Barnard, Co-Head of Strategic Fixed Income at Henderson, shares her views on the current trend and how long it may last. She further explains where the team see good investment opportunities for their portfolios in the coming months.
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Commercial property: building for future trends

by Ainslie McLennan

2 months ago

​Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, examines some of the future trends that are likely to shape commercial property markets in the years to come. She identifies seven trends that she believes will help shape markets and explains how these trends are factored into portfolio construction and asset management initiatives.

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