Articles

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

1 day 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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Henderson Customer Survey 2017

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2 days ago

​Henderson has appointed Bright Blue Research to carry out a short survey about people's motivations in investing. The results will be used to help us plan our marketing activities.

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Europe in a world of “alternative facts”

by Tim Stevenson

5 days 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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Commercial property: building for future trends

by Ainslie McLennan

1 week 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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SRI Newsletter - Autumn/Winter 2016

​The SRI newsletter is issued every calendar six-months and provides an update on market developments and the performance of the three sustainable and responsible investment (SRI) funds managed by Henderson.

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What are the key factors shaping global equity income investing?

by Ben Lofthouse

3 weeks ago
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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Job Curtis: I'm still confident in UK dividends despite uncertainties

by Job Curtis

3 weeks ago

​Job Curtis, Fund Manager of the £1.3bn City of London Investment Trust, discusses the attractiveness of UK equities and his confidence in dividends.

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UK commercial property’s income appeal

by Ainslie McLennan

1 month ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses the current UK commercial property market, portfolio positioning, favoured regions and sectors, and explains her outlook for the asset class.
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Henderson Global Care Growth Strategy: Positive impact stocks

Hamish Chamberlayne and Nick Anderson, managers of Henderson's sustainable investment strategy, explain their approach to stock selection. This document introduces stocks favoured within the Global Care Growth Strategy, grouped by theme, together with an explanation of the positive environmental and/or social impact that the managers have identified for each company.

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Tesla’s giant awakens

by Hamish Chamberlayne

1 month ago

​Hamish Chamberlayne, portfolio manager for Henderson’s global sustainable equity strategy, provides an update on Tesla as its Gigafactory begins battery cell production. He explains how Tesla’s ambitions for a low carbon revolution extend beyond electrifying the automotive industry.

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Quick view: May’s 'hard Brexit' offers Hobson’s choice

​Ryan Boothroyd from Henderson’s Multi-Asset Team reacts to Theresa May’s ‘Brexit’ speech, which outlined plans for the UK to leave the European Union (EU) single market.

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Quick view: the road to ‘clean’ Brexit is likely to remain bumpy

by Mitul Patel

1 month ago

Prime Minister Theresa May delivered her long-awaited speech on her Brexit approach on Tuesday 17 January confirming that she will pursue a ‘clean’ Brexit. Henderson’s Mitul Patel, Head of Interest Rates, provides a brief analysis of the outcome of the speech.

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Expectations for high yield and loans — Fixed Interest Monthly Income view

by Nicholas Ware

1 month ago
Nicholas Ware, Co-Manager of the Henderson Fixed Interest Monthly Income Fund explains how in 2016 better business and consumer confidence in the US led to an asset allocation shift in the portfolio. Nicholas further shares the team’s views on areas for potential opportunities and returns in the US and European high yield and loans markets in the coming months.
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Multi-Asset Outlook 2017: More, more, more! – Growth, inflation, politics

​Paul O’Connor, Head of Multi-Asset, reviews 2016’s lessons, and details the key themes that investors should prepare for in 2017. He explains which areas of the market look most and least appealing from a cross-asset perspective.

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Active versus passive investing – selectivity required

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1 month ago

The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.

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Global Snapshot

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1 month ago

​The Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

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AIC End of Year Panel with James Henderson

by James Henderson

2 months ago

​The following video features James Henderson discussing the investment company market in 2017, alongside Bruce Stout, Fund Manager of Murray International Trust, and Peter Ewins, Fund Manager of F&C Global Smaller Companies.

The Fund Managers discuss key sources of optimism in 2017, as well as key causes for concern, which regions they think could flourish and which might dwindle, and what is important for their individual investment companies in the year ahead. 
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Global Technology: expectations for 2017

by Stuart O'Gorman

2 months 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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Cautious managed: the return of inflation

by Chris Burvill, Stephen Payne

2 months ago

​Stephen Payne, who co-manages the Henderson Cautious Managed Fund with Chris Burvill, discusses some of the elements driving the return of inflation and what this means for fund positioning.

He covers:

  • The return of wage inflation
  • Trumponomics – a protectionist response to globalisation
  • Soft- or hard-boiled Brexit?
  • Portfolio implications
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