Aktuelles Video

Asian equities: market drivers and misconceptions

von Andrew Gillan

vor 3 wochen

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager for the Asian Growth Strategy along with Mervyn Koh, provides an update on Asian equities and discusses how the strategy is positioned to take advantage of the most attractive investment opportunities available in the region. He also debunks some common misconceptions that investors have of investing in Asia.


 
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Mitul Patel on CNBC: Bank of England needs to revisit balance sheet policy

von Mitul Patel

vor 1 monat

In an interview with CNBC, Mitul Patel, Head of Interest at Janus Henderson Investors, shares his views on the Bank of England’s balance sheet policy, the likelihood of higher rates in the UK and Governor Carney’s latest remarks on rising levels of neutral rates.

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EM Credit view - more of a carry-type year for the next six months

von Steve Drew

vor 1 monat
Steve Drew, Head of Emerging Market Credit, explains why the current macro backdrop should continue to be benign for emerging markets, what his expectations are for returns in the next 12 months and where he sees the best investment opportunities.
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Bill Gross video: Where next? Interpreting latest data reads

von Bill Gross

vor 3 monaten

​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 4 monaten
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 4 monaten
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 4 monaten
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 4 monaten
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 5 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 5 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 5 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 5 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 5 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 7 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 7 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 8 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 8 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 9 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 9 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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Global Technology: expectations for 2017

von Stuart O'Gorman

vor 10 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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