Articles

Technology pays dividends

by Ben Lofthouse

3 days 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 week 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 week 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 week 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

3 weeks 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

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3 weeks 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

1 month 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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1 month 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

1 month 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

1 month 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

1 month 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

2 months 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

2 months 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

2 months 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

2 months 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

2 months 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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