All insights & research

Technology pays dividends

by Ben Lofthouse

4 days 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

1 month 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

1 month 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

1 month 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

2 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

2 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

2 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

2 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

2 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

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2 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

2 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

3 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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International equities outlook for 2017

by Stephen Peak

3 months ago

​Stephen Peak, Director of International Equities, provides his outlook for 2017.

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2017: supportive backdrop for global equities

by Matthew Beesley

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

by Glen Finegan

3 months ago

​Glen Finegan, Head of Global Emerging Markets Equities, continues to believe that 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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US Equity Growth: outlook 2017

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3 months ago

​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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Asian equities: perspectives and prospects in 2017

by Andrew Gillan

3 months ago

​Andrew Gillan, Head of Asia ex Japan Equities shares his outlook and portfolio positioning for 2017.

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European equities in 2017: the contrarian’s first choice?

by Tim Stevenson

3 months ago

Tim Stevenson, Director of European Equities, gives his outlook for 2017. While he believes high growth businesses should retain their premium valuations, Tim sees a number of risks that investors need to navigate, including rising inflation, monetary policy and an increasingly unpredictable political landscape. Against this backdrop, Tim believes investors should stick with companies capable of consistently increasing their returns to shareholders.

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