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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Beyond the metrics: which active techniques add value?

With investors faced with the option of whether to gain exposure to a particular asset class via active or passive strategies, many are now looking at when the added value of active management is preferable. As noted in our previous article we believe both approaches have a role to play, but selectivity is required. Here we explore how certain managers at Henderson employ techniques often associated with ESG (environmental, social, and corporate governance) investing and which are omitted from the passive approach.

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​Property may be out of fashion, but not out of return potential

by Guy Barnard

2 weeks ago

Guy Barnard, Co-Head of Global Property Equities and Pan European property equities manager, provides an update on the European property market, his current views and where he believes the best value opportunities exist.


 
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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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En el blanco: el Abenomics impulsa los valores japoneses

by Yunyoung Lee

2 weeks ago

Yunyoung Lee, gestor de renta variable japonesa, habla del efecto positivo del Abenomics sobre la economía y el mercado de valores de Japón, una razón clave por la que es optimista con respecto a las empresas japonesas más pequeñas.

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Andrew Mulliner on CNBC: what next after Macron's victory?

by Andrew Mulliner

2 weeks ago

In an interview with CNBC, Andrew Mulliner, member of the Henderson Fixed Income Investment Strategy Group, shares his views on the French presidential election result and the next big risks to bond markets.

 
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John Bennett: is the tide turning for Europe?

by John Bennett

3 weeks ago

​​John Bennett, Head of European Equities, gives his thoughts on what he sees as very strong prospects for European equities for the remainder of 2017. He explains why he believes many asset allocators are behind the curve and face missing the boat on Europe, and why investors should ignore the political noise when looking at equities in the region.

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Global Growth: the developing trend towards paperless payments

by Ian Warmerdam

3 weeks ago

​The managers of the Henderson Global Growth Strategy seek to identify long-term secular trends that they believe are underappreciated by the market. One such trend is the rise of paperless payments and a shift away from cash as a medium of exchange. Ian Warmerdam, Head of Global Growth, and Portfolio Manager Gordon Mackay explain why they believe this trend has further to run.

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The signal and the noise

​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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Brexit impact — the real economic factors to watch

by Mitul Patel

1 month ago

Following the triggering of Article 50 in March, which set the Brexit negotiations in motion, there has been much analysis of where the UK goes from here. The announcement on 18 April of a UK snap election to take place on 8 June has now added yet another element of uncertainty to the mix. Mitul Patel, Head of Interest Rates, shares his views on the possible impacts of these events.

 
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Why are Chinese banks looking attractive again?

by Charlie Awdry

1 month ago
Charlie Awdry, China equities manager, has recently started buying banks again following an 18-month hiatus. In this video, he explains the reasons for this decision.
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Quick view: French election — market-friendly round 1 win for Macron

by Andrew Mulliner

1 month ago

The polls were right this time; Emmanuel Macron and Marine Le Pen are through to the second round of the French elections due on 7 May. Independent centrist Macron’s larger share of the votes has been greeted by relief in the financial markets. Andrew Mulliner, Portfolio Manager within the Henderson Fixed Income Investment Strategy Group, provides his reaction.

 
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French election reaction: Macron to macro

by Tom Ross

1 month ago

​Tom Ross, credit portfolio manager, provides a quick comment on the result of the first round of the French presidential election and its impact on credit markets. 

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Quick view: UK snap election signals sterling strength

by Mitul Patel

1 month ago

UK Prime Minister, Theresa May, has called for a snap general election on 8 June 2017. Mitul Patel, Head of Interest Rates at Henderson, provides a brief reaction to the news.

 
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EM equities: positioning and opportunities (Q2 update)

by Glen Finegan

1 month ago

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

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Has Europe finally broken its vicious cycle?

by Tim Stevenson

1 month ago

​Three months into 2017, Europe finally seems to have broken free of the economic uncertainty that has plagued it for a decade, yet the region remains priced at multi-decade lows versus the US, on a relative valuation basis. In this article, Tim Stevenson discusses the impact of irrational news on investor sentiment, and whether or not the market rotation we saw in the second half of 2016 is now fully ‘priced in’.

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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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Earnings upgrades bode well for Asian dividends

by Michael Kerley

2 months ago

The performance of many income strategies has suffered over the past six months. However, Michael Kerley, co-manager of the Henderson Asian Dividend Income Strategy, believes the prospects for income investing in Asian stocks are improving. Here, he explains the reasons for this and details how his portfolios are currently positioned to best capture attractive opportunities in the region.  

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