Articles

Latin America: Opportunities in Chile and Brazil

by Nicholas Cowley

2 weeks ago
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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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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Video: Why go global for equities?

by Ian Warmerdam

2 weeks ago
In this video update, Ian Warmerdam, Director of Global Growth Equities, discusses the benefits of allocating to a global strategy, the positioning of the portfolio that his team manages, and his outlook for the asset class.
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China investment themes: consumer staples

by Charlie Awdry, May Ling Wee

3 weeks ago
In the third and final instalment of a series on key China investment themes, Charlie Awdry and May Ling Wee, China equity portfolio managers, discuss the opportunities in China’s consumer staples sector.
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The signal and the noise

by Paul O'Connor

3 weeks ago

​Paul O’Connor, Head of Multi-Asset, discusses why investors have retreated from reflation trades since the start of 2017. He explains that, beneath the noise of policy and political news flow, the global economic recovery remains fairly resilient.

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Glen Finegan: how we approach emerging markets

by Glen Finegan

3 weeks ago
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

by Richard Clode

3 weeks ago
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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Moneywise Investment Trust Awards 2017

​​Henderson Investment Trusts took home four awards from the 2017 Moneywise Investment Trust Awards.

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Credit markets: tactics for the seventh inning stretch?

by John Pattullo

1 month ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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French election result: clouds clearing over Europe?

by Tim Stevenson

1 month ago

​European equities manager Tim Stevenson reviews the first round result of the French election, which saw political outsider Emmanuel Macron, founder of the ‘En Marche!’ movement, lead the polls.

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Quick view: Tories may underperform polls in snap general election

by Simon Ward

1 month 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

1 month 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

1 month 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

1 month ago

 

 
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Global Snapshot

by 

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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An introduction to Lowland Investment Company plc

by James Henderson, Laura Foll

2 months 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?

by Paul O'Connor

2 months ago
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

2 months 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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