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Bill Gross video: Where next? Interpreting latest data reads

von Bill Gross

vor 2 wochen

​In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for June, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.

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Video: Latin America investing – the ‘risk’ business

von Nicholas Cowley

vor 1 monat
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
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Video: six key characteristics to narrow the global equities universe

von Gordon Mackay

vor 1 monat
In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.

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What’s driving investor interest in the maturing Chinese bull market?

von Charlie Awdry

vor 1 monat
Charlie Awdry, China equities manager, shares his team’s findings from a recent research trip to China. He explains the reasons for upbeat sentiment surrounding the region and analyses the implications of recent developments as the bull market matures.
 
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Essentials: The Asian Growth Strategy in three minutes

von Andrew Gillan

vor 1 monat
In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
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Meet the manager: May Ling Wee

von May Ling Wee

vor 2 monaten
In this short video May Ling Wee, Investment Manager for Chinese Equities, answers three questions on the global themes she expects to have the biggest impact on markets, where she sees the best opportunities in the years ahead and the adage that best sums up her approach to investing.
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Latin America: Opportunities in Chile and Brazil

von Nicholas Cowley

vor 2 monaten
In this video update, Nicholas Cowley, Investment Manager on the Emerging Market Equities team, discusses his team’s risk-aware approach to investing in Latin American markets, with a focus on Chile and Brazil.
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EM Credit: strong inflows and a positive outlook

von Steve Drew

vor 2 monaten
Steve Drew, Head of Emerging Market Credit, explains the continued compelling investment case for emerging market corporate bonds and where he sees the best investment opportunities going forward.
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Glen Finegan: how we approach emerging markets

von Glen Finegan

vor 3 monaten
In this video update, Glen Finegan, Head of Emerging Market Equities, discusses his team’s disciplined, risk-aware approach that focuses on downside protection, while seeking exposure to the long-term demographic opportunities in certain emerging markets.
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AI revolution

von Richard Clode

vor 3 monaten
The Henderson Global Technology Team believes artificial intelligence (AI) is the next major transformative force in the evolution of technology. In this video recorded at a recent investment conference, Richard Clode, portfolio manager, discusses the concept of AI, why and how it is fuelling technology’s disruption of the old economy and the rationale for its attractive long-term potential.
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A turning point for China’s SOEs?

von Charlie Awdry

vor 4 monaten

​In this latest video update, China equities manager Charlie Awdry assesses an unexpected development during reporting season in China.

Charlie covers:

  • A new development in state-owned enterprises
  • The significance for foreign shareholders?
  • China’s bull market opportunity
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Artificial intelligence: the next paradigm shift in technology

von Richard Clode

vor 4 monaten
Recently returned from a US research trip, Richard Clode, portfolio manager within the Henderson Global Technology Team, discusses why artificial intelligence (AI) is the next secular growth theme in focus for the team. As AI begins to disrupt an increasing number of sectors, Richard believes the team will continue to find compelling investment opportunities and outlines why the long-term case for technology remains sound.
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Reflation und Zinsanstieg: Auf die neue Normalität einstellen

von Alex Crooke

vor 5 monaten
In seinem neuesten Video-Beitrag erläutert Alex Crooke, Leiter Global Equity Income, warum sich Anleger rechtzeitig auf die neue Normalität einstellen und Dividendenaktien in einer Welt mit steigenden Zinsen und höherer Inflation gut abschneiden sollten.
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What are the key factors shaping global equity income investing?

von Ben Lofthouse

vor 6 monaten
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks, examines key risks and opportunities for global equity income investors and discusses the impact of corporate earnings trends and potential US rate rises.
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Credit round-up: which factors will have the biggest impact on markets this year?

von Stephen Thariyan

vor 6 monaten
What are the key factors affecting the outlook for European and sterling corporate bond markets in 2017? Stephen Thariyan, Global Head of Credit, examines the many factors with the potential to alter the path of markets this year, including  the durability of the Trump rally, inflation expectations, improvements for banks, issuance and Brexit developments.
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Macroeconomic uncertainty a certainty for China in 2017

von Charlie Awdry

vor 6 monaten
In this video, Charlie Awdry, China equities manager, provides a brief macro update. The start of 2017 has seen further Chinese government intervention in the currency markets and President Xi promoting globalisation at a time when other countries are becoming more inward looking. Charlie also discusses the indicators he is monitoring to ascertain the future shape of US-China relations under President Trump and why this year’s Party Congress could signal a spell of economic stability in the short term.
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Was wird das neue Jahr für den globalen Technologiesektor bringen?

von Stuart O'Gorman

vor 7 monaten
Stuart O'Gorman ist bei Henderson für Technologieaktien zuständig. Hier erläutert er seinen Ausblick für 2017. Obwohl Technologieaktien zuletzt vom starken US-Dollar und der Angst vor Protektionismus in Mitleidenschaft gezogen wurden, sind Stuart O'Gorman und sein Team überzeugt, dass sie mittel- bis langfristig besser als der Gesamtmarkt abschneiden.
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Global Technology: expectations for 2017

von Stuart O'Gorman

vor 7 monaten
Stuart O’Gorman, Director of Technology Equities, discusses his outlook for 2017. While technology stocks have been experiencing near-term headwinds, such as US dollar strength and fears about trade protectionism, Stuart and his team continue to believe the asset class can outperform global equities over the medium and long term.
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Unternehmensanleihen Ausblick 2017: Große Bandbreite an Ergebnissen

von Stephen Thariyan

vor 7 monaten
Stephen Thariyan, globaler Leiter des Bereichs Credit, erläutert den Ausblick für die Kreditmärkte im nächsten Jahr. Aus welchem Land eine Anleihe stammt und welches Rating sie hat, dürfte 2017 nach seiner Einschätzung an Bedeutung gewinnen.
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Globale Dividendenaktien – Ausblick 2017: Rentabilität der Schlüssel zu Dividendenwachstum

von Alex Crooke

vor 8 monaten
Alex Crooke, Leiter Global Equity Income, geht davon aus, dass politische und wirtschaftliche Trends die weltweiten Aktienmärkte auch 2017 maßgeblich beeinflussen. Zudem wird bei Unternehmen die Rentabilität seiner Meinung nach darüber entscheiden, ob sie Kapital generieren und ihre Dividende aufstocken können.  
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