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Global equity income: dividend growth coming through

von Ben Lofthouse

2 vor x Jahren
In this video update, Ben Lofthouse, Global Equity Income (GEI) portfolio manager, describes how the team are still finding good dividend growth and why the GEI strategy maintains a relatively defensive positioning, with a bias to lower value areas of the market.      
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Merger in the press: implications for active investment management

von 

2 vor x Jahren

​The Australian explores whether the proposed merger of Janus and Henderson signals a high water mark for passive investing with stock picking, active investment managers more suited to meeting investor needs in the conditions ahead. 

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Global Tech: cloud computing on the rise

von Richard Clode

2 vor x Jahren
In this video, Richard Clode, portfolio manager in the Henderson Global Technology Team, discusses how cloud infrastructure providers look set to gain as more companies shift their IT work processes online and move away from in-house servers. He also explains why technology stocks remain an appealing asset class.
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Global tech: gaining from the growing dominance of cloud infrastructure

von Alison Porter

3 vor x Jahren
​​Alison Porter, portfolio manager in Henderson's Global Technology Team, discusses the disruptive trend of cloud infrastructure, and explains why it is a long-term growth trend worth banking on.
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