All insights & research

What are the key factors shaping global equity income investing?

by Ben Lofthouse

3 weeks 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

1 month 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

1 month 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

1 month 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

1 month 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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1 month 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

1 month 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

2 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

2 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

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

by Glen Finegan

2 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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2 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

2 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

2 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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Strategic Fixed Income outlook 2017: keep liquid, sensible; look for opportunities, but don’t force it

by John Pattullo

2 months ago

​John Pattullo, Co-Head of Strategic Fixed Income, discusses how the markets were affected by major political events in 2016 and the lessons learned. As he looks forward to 2017, John shares his views on what themes are likely to dominate the markets given a volatile backdrop and where he looks to find good investment opportunities.

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Fed hike reaction

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

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National Sales Call with Stephen Peak

by Stephen Peak

3 months ago
Stephen Peak, Director of International Equities, gives his macroeconomic review, International Opportunities Fund and European Focus Fund allocation and performance updates, and outlook.
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Trump-o-nomics: the importance of US-aligned portfolio positioning

by John Pattullo

3 months ago

​John Pattullo, Co-Head of Strategic Fixed Income, looks at the effects of the Trump victory on markets thus far

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Fund closed to new/additional investments

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3 months ago

​The Board of Trustees of Henderson Global Funds has determined that the termination and liquidation of the Henderson International Select Equity Fund (the “Fund”) is in the best interests of the shareholders. The anticipated liquidation date of the Fund is on or about December 29, 2016.

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Fund closed to new/additional investments

by 

3 months ago

​The Board of Trustees of Henderson Global Funds has determined that the termination and liquidation of the Henderson Unconstrained Bond Fund (the “Fund”) is in the best interests of the shareholders. The anticipated liquidation date of the Fund is on or about December 29, 2016.

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