All insights & research

Credit markets: tactics for the seventh inning stretch?

by John Pattullo

4 days ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

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French election result: clouds clearing over Europe?

by Tim Stevenson

1 week ago

​Tim Stevenson, Europe-2 sub-portfolio manager of the Henderson International Opportunities Fund, reviews the first round result of the French election, which saw political outsider Emmanuel Macron, founder of the ‘En Marche!’ movement, lead the polls.

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Has Europe finally broken its vicious cycle?

by Tim Stevenson

3 weeks 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, Portfolio Manager, 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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Portfolios Interview: Paul O'Connor

by Paul O'Connor

3 weeks ago

​Financial journalist Cherry Reynard interviews Paul O’Connor, Head of Multi-Asset at Henderson. Paul discusses the current economic and political environment and how his team are building portfolios to navigate it. Paul believes that 2017 will be quite reflationary with higher growth, higher inflation, less central bank liquidity, and some fiscal easing.

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EM equities: positioning & opportunities

by Glen Finegan

3 weeks ago

​In this article, Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class. Glen discusses the strategy’s bias towards companies listed in markets that bore the brunt of commodity price declines such as Brazil, Chile and South Africa, and the team’s risk-focused approach that seeks to identify businesses with long track records of integrity and financial delivery.

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Brexit - deal or no deal?

by Paul O'Connor

1 month ago

​Paul O’Connor, Head of Multi-Asset, examines the implications of the UK triggering Article 50 of the Treaty of Lisbon, which formally begins the process of the UK’s withdrawal from the European Union (EU).

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Technology pays dividends

by Ben Lofthouse

1 month ago

​Ben Lofthouse, CFA, Portfolio Manager, reveals that a number of technology companies are providing good yields & dividend growth

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Fed hikes rates

​The US Equity Growth team responds to the Fed’s predicted decision to increase interest rates

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The case for active managers in a post-QE world
​Nick Watson, Fund Manager within Henderson’s Multi-Asset Team, explores the strengthening case for allocating to actively managed strategies. While the team is able to allocate to passive and active vehicles, Nick explains that market drivers currently support the case for the latter.
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Hey, big spender: the fiscal story behind the political noise

by Chris Forgan

2 months ago

​Chris Forgan, Fund Manager with Henderson’s Multi-Asset Team, discusses what Trump’s presidency might mean for markets. He argues that, behind the media noise created by populist politics, investors need to stay abreast of important monetary and fiscal policy shifts.

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Reflation and rising rates: adjusting to the new normal

by Alex Crooke

2 months ago

​Alex Crooke, Head of Global Equity Income, discusses reflation & explains the importance of adjusting to the ‘new normal’

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Jenna Barnard Article: Reflation but how long will it last?

by Jenna Barnard

2 months ago

There is a strong consensus in financial markets these days. Post the election of Donald Trump headlines such as ‘regime change’ and ‘the Trump reflation1 trade’ have dominated the financial media as investors happily embraced the ‘reflation’ trend and started to put their money to work based on the view that growth and inflation are going to rise. This has favored equities over bonds.

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What are the key factors shaping global equity income investing?

by Ben Lofthouse

3 months ago

​Learn the key factors shaping global equity income investing

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National Sales Call with Jenna Barnard

by John Pattullo, Jenna Barnard

3 months ago
Jenna Barnard, CFA, Co-Head of Strategic Fixed Income, and John Pattullo, Co-Head of Strategic Fixed Income, give a macroeconomic overeview, current positioning and performance for the Strategic Income Fund and their 2017 outlook.
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Strategic Fixed Income: reflation for now, but will it last?

by John Pattullo

3 months ago

​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

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National Sales Call with Alex Crooke and Job Curtis

by Job Curtis, Alex Crooke

3 months ago
Alex Crooke, Head of Global Equity Income, and Job Curtis, Director of Global Equity Income, give a macroeconomic overeview, current positioning and performance for the Global Equity Income Fund and their 2017 outlook.
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Quick view: May’s 'hard Brexit' offers Hobson’s choice

by Ryan Boothroyd

3 months ago

​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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Active versus passive investing – selectivity required

by 

4 months ago

​Our Future Trends series explores the passive vs active debate & explains why active still has an important role to play

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Multi-Asset Outlook 2017: more growth, more inflation, more politics

by Paul O'Connor

4 months ago

​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 equity income: electing for future dividend growth

by Ben Lofthouse

4 months ago

​Ben Lofthouse, co-manager of the Henderson Global Equity Income Fund, continues to focus on companies across markets with attractive yields and good dividend growth potential. He and the team believe that income remains scarce and that Europe looks attractive despite 2017 election concerns.

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