Investing in global equities provides investors access to the very best investment opportunities from around the world. This offers the potential to enhance returns through attractive capital and income growth over the medium to long term. Companies exposed to global themes, such as technological innovation, rising middle classes within emerging markets, and ageing populations, have the potential to perform well.
Broad investment universe
The broad global equities investment universe allows strategies to be implemented that are unrestricted in terms of geography or sector. Others may be more focused, for example, on opportunities related to a sub set, such as emerging markets, or a specific investment style, such as equity income, growth or value investing. The depth and breadth of the universe means it is possible to dynamically seek attractively valued companies.
A global remit maximises the investment opportunities at a company, sector and country level and diversifies sources of returns. Global equities are considered a core component of a multi-asset portfolio and an important element when diversifying risk.
Analysing corportate health
The health of many corporate balance sheets continues to improve as growth slowly returns to the global economy. There are, however, a number of risks remaining. It is therefore important to have confidence in an investment team’s experience and approach to analysing companies and their prospects to add value for shareholders.
Investing in companies that pay dividends, and therefore generate income for investors, is an increasingly popular approach. Statistics show that dividends generate a significant proportion of total returns for equities over time and an ever increasing number of companies now recognise the benefits of attracting investors in this way.
Established in the 1930s, Henderson has grown to become one of Europe’s largest independent investment managers. The group’s product range continues to be developed with the aim of providing the best long-term investment choice for investors.
Strength in depth
Henderson’s Global Equities capability is diverse, with more than US$42.0bn* in assets under management, covering all the major regions and market capitalisation sizes.
Henderson Global Equities is made up of a series of expert teams specialising in different sectors, regions, and styles. It includes the Global Equity Income, Global Growth and Global Emerging Markets teams, which have developed their own investment approaches. This structure ensures that the portfolio managers can focus in the best way they see fit on capturing attractive investment ideas without the hindrance of a ‘house style’.
Henderson understands the importance of helping clients to achieve their long-term investment objectives. A broad range of traditional and innovative strategies have been developed, backed by a strong set of values and an emphasis on putting the client first.
*Source: Henderson Global Investors at 31 December 2016.
Henderson Global Equity Income team
Henderson’s highly experienced 12-strong Global Equity Income team has a strong income heritage spanning more than 20 years and has more than $15.5bn in assets under management**. The team has a structured process and is able to draw on the support of Henderson’s regional equity teams, as well as credit and property specialists.
Using a dividend seeking, value driven investment approach the team seeks to identify undervalued companies, with attractive cash flow and dividend growth characteristics.
**Source: Henderson Global Investors at 30 June 2015.
Strong income heritage
25 years investment experience
Head of Global Equity Income
20 years investment experience
17 years investment experience
31 years investment experience
6 years investment experience
34 years investment experience
33 years investment experience
13 years investment experience
9 years investment experience
8 years investment experience
21 years investment experience
4 years investment experience
Assistant Investment Director
Global Growth & Emerging Markets teams
The Edinburgh-based Emerging Markets and Global Growth teams work closely together. The teams see the boundary between emerging and developed market opportunities becoming increasingly blurred and believe they should not be analysed in isolation. The teams have similar investment philosophies and share valuable insights into performance drivers in both the emerging and developed world.
Source: Henderson Global Investors, as at 30 June 2015