by Ben Lofthouse
Learn the key factors shaping global equity income investing
by John Pattullo, Jenna Barnard
by John Pattullo
John Pattullo, Co-Head of Strategic Fixed Income, discusses the reflation theme & why it’s too early to call an end to the bond bull market
by Job Curtis, Alex Crooke
John Pattullo, Co-Head of Strategic Fixed Income, looks at the effects of the Trump victory on markets thus far
by Matthew Beesley
In this short video, Matthew Beesley, Head of Global Equities, discusses the market implications of Trump’s presidential win. After an initial panic, investors are now buying some areas on price falls. He explains where he sees investment opportunities and threats.
Ben Lofthouse, CFA, Portfolio Manager, notes how he & team are finding good dividend growth in the current environment
by John Bennett
John Bennett, Head of European Equities, explains why he believes Europe could be the catch up trade of the coming months.
by Stuart O'Gorman
Stuart O’Gorman provides a brief overview of the Henderson Global Technology Fund. He discusses the attractiveness of tech stocks as an asset class and also introduces two key themes running through the strategy – internet advertising and paperless payments.
by Andrew Formica
Andrew Formica, CEO of Henderson Group, speaks on Bloomberg TV about the merger between Henderson Group and Janus Capital Group. The video was recorded on 3 October 2016.
by Phil Apel, Andrew Mulliner
Henderson’s Fixed Income specialists discuss the unusually calm third quarter in bond markets and share their outlook
Henderson’s Fixed Income specialists discuss the recent spell of low volatility & where they see opportunities
by Glen Finegan
The fast pace of change in emerging markets can present compelling investment opportunities. It also brings additional levels of risk. While companies that generate their revenues from emerging markets are expected to deliver relatively higher levels of growth, the nature of these economies brings specific challenges and potentially higher levels of market volatility. This, in our view, calls for a particular approach.
by Rebecca Morris-Charles
Rebecca Morris-Charles, Associate Director, Strategic Fixed Income, explains why the return of the telecoms incumbents is a theme that has been running within Henderson’s Strategic Fixed Income portfolios.
John Pattullo, Co-Head of Strategic Fixed Income, offers his views on credit markets and the prospects for the global economy. John explains how his thinking has evolved to shape the Strategic Fixed Income teams’ investments decisions and how they see the world going forward. While John discusses the hurdles ahead, particularly in the UK after the EU referendum, he also explains where the opportunities for stable income lie and how these are being reflected within the team’s portfolios.
Our fixed income experts examine the impact of Brexit and how the event has created fresh opportunities
by Stephen Thariyan
Stephen Thariyan, Global Head of Credit, analyzes recent moves in credit markets post-Brexit & discusses the impact and opportunities
by Paul O'Connor
Paul O’Connor, Head of Multi-Asset, reflects on the UK’s vote to leave the European Union (‘Brexit’). He explains why a full Brexit is far from guaranteed.
After the vote, what next?
Stephen Thariyan, Head of Credit, views the vote to ‘Leave’ as troubling for credit markets in the short to medium term, but – dependent on central bank and market reactions – volatility and uncertainty could provide some opportunities.