Articles

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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6 days 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 week 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 weeks 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

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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Cautious managed: the return of inflation

by Chris Burvill, Stephen Payne

1 month 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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Will Europe sing to a Trumpian tune?

by Simon Rowe

1 month ago

​Donald Trump’s victory in the US presidential election came as a surprise to many, with global markets reacting in a similarly unexpected way. Here, European equities manager Simon Rowe discusses some of the potential impacts of a Trump presidency on European markets.

Simon covers:

  • Higher sector rotation
  • Can Europe benefit from Trump’s promises?
  • An end to austerity?
  • Focusing on self-help
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Essentials: the Henderson UK Equity Income & Growth Fund in 3 minutes

by James Henderson, Laura Foll

1 month ago
In this 'Essentials' video, Co-Managers James Henderson and Laura Foll, provide an overview of the Henderson UK Equity Income & Growth Fund. The fund aims to provide dividend income with prospects for both income and capital growth over the medium to long term by investing primarily in UK companies.
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Implications of Italy’s “No” vote on Europe

by Tim Stevenson

1 month ago

​European equities manager Tim Stevenson comments on the potential ramifications of Italy’s recent referendum. Prime Minister Renzi resigned after his proposed changes to the electoral system were rejected by voters.

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Should UK investors be selling the so-called 'bond proxy'?

by David Smith

1 month ago

Trump’s government spending promise has inspired a sector rotation out of bonds and so-called ‘bond proxies’. But how do UK investors define the ‘bond proxy’, and should they be rushing to sell them so quickly?

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

by Glen Finegan

1 month 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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Henderson Far East Income Limited - Edison Report 2016

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2 months ago

​We would like to draw your attention to the following commissioned research piece. The research gives general insight into the background of the Investment Trust, and the investment strategy with which it is run. In addition to this it outlines the Trust’s objectives and provides updates from the Fund Manager, as well as recent performance data. 

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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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Henderson Investment Trusts win (again) at the Investment Company of the Year Awards

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2 months ago

​We are pleased to announce that on the 24th of November, three Henderson Managed Investment Trusts won their categories at the 2016 Investment Company of the Year Awards. The awards, in association with Investment Week, are designed to distinguish and reward closed-ended funds that the judges believe have been consistently excellent in their sectors.

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Luke Newman 2017 outlook: volatility and ‘normalisation’ creates opportunity

by Luke Newman

2 months ago

​Luke Newman, co-manager of the Henderson UK Absolute Return strategy, gives his outlook for 2017. He sees political and economic uncertainty persisting and explains that the accompanying volatility in markets will create further opportunities for an equity long/short strategy such as his. Luke discusses the potential within the financial sector, the value of high yielding stocks and the likely headwinds for companies impacted by minimum wage legislation.

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Strategic Fixed Income outlook 2017: keep liquid, sensible; look for opportunities, but don’t force it

by John Pattullo

2 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses how the markets were affected by major political events in 2016 and the lessons learnt. As he looks forward to 2017, John shares his views on what themes are likely to dominate the markets given a volatile backdrop and where he looks to find good investment opportunities.
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Sustainable investing in 2017: megatrends transcend political cycles

by Hamish Chamberlayne

2 months ago

​Hamish Chamberlayne, co-manager of the Henderson sustainable investing strategy – Global Care Growth – comments on the prospects for companies in 2017 that are addressing the four megatrends of population growth, ageing demographics, resource constraints and climate change.

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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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