Articles

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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EM equities: positioning and opportunities (Q1 update)

by Glen Finegan

2 days ago

​Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Market Equities Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.

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Active versus passive investing – selectivity required

by 

1 week 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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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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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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Quick view: Fed signals a faster pace of rate hikes

by Mitul Patel

1 month ago

​The rate setting committee of the US Federal Reserve (Fed) met on Wednesday 14 December and delivered the first interest rate move since last December. Henderson’s Mitul Patel, Head of Interest Rates, provides a brief reaction to the outcome of the meeting and the news conference that followed.

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Quick view: Fed signals a faster pace of rate hikes

by Mitul Patel

1 month ago

​The rate setting committee of the US Federal Reserve (Fed) met on Wednesday 14 December and delivered the first interest rate move since last December. Henderson’s Mitul Patel, Head of Interest Rates, provides a brief reaction to the outcome of the meeting and the news conference that followed.

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2017 outlook: two great unknowns

​James de Bunsen, fund manager with Henderson’s Multi-Asset Team, reviews 2016’s key lessons and gives his view on which themes will likely shape markets in 2017 from a cross-asset perspective.

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Credit outlook 2017: a spread of outcomes

by Stephen Thariyan

1 month ago
Stephen Thariyan, Global Head of Credit, comments on the outlook for credit markets in 2017 noting that geography and a bond’s position on the ratings spectrum are likely take on increasing importance in the coming year.
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Italy’s “No” vote: local impact, but tail risks remain

​Ryan Boothroyd from Henderson’s Multi-Asset Team reacts to Italy’s decision to vote ‘No’ to constitutional reform in its 4 December referendum.

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How will Global Property Equities fare in 2017?

by Guy Barnard

2 months ago

Guy Barnard, Co-Head of the Global Property Equities Team, shares his outlook for 2017. Adopting a balanced view on the property sector, the team’s focus will remain on investing in markets and sectors that are demonstrating resilient growth characteristics and companies with quality assets and management teams.

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

by Glen Finegan

2 months 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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2017 economist’s view: Prepare for an economic ‘boomlet’ but keep a weather eye on money trends

by Simon Ward

2 months ago

​Simon Ward, Chief Economist, believes that global monetary trends are currently signalling strong growth in the first half of 2017, while economic cycle analysis suggests sustained momentum into 2018.

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Global Natural Resources: OPEC’s historic cut fuels outlook for the oil sector

by David Whitten

2 months ago
Following this week’s announcement of OPEC’s production cuts, David Whitten, Head of Henderson’s Global Natural Resources Team, explains why the news strengthens the team’s conviction in the sector.
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Tom Ross 2017 credit outlook: more of the same, so get selective

by Tom Ross

2 months ago

​Tom Ross, Portfolio Manager, gives his outlook for credit markets in 2017. Macroeconomic factors are likely to continue to dominate markets in 2017, however, there should still be potential to add value through credit selection, particularly within the high yield space.

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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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US Equity Growth: outlook 2017

The Henderson Geneva US Equity Growth Team provides their outlook for 2017. The team is cautiously optimistic and will continue to focus on investing in high quality companies, with the consumer discretionary and technology sectors currently presenting the most attractive opportunities.  

 
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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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