Regional focus: Global

AI revolution

by Richard Clode, CFA

2 years ago
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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Technology pays dividends

by Ben Lofthouse, CFA

2 years ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Artificial intelligence: the next paradigm shift in technology

by Richard Clode, CFA

2 years ago
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 and rising rates: adjusting to the new normal

by Alex Crooke

2 years ago
In this video update, Alex Crooke, Head of Global Equity Income, explains the importance of adjusting to the ‘new normal’ and why dividend-paying equities are likely to perform well in a rising interest rate and reflationary environment.
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What are the key factors shaping global equity income investing?

by Ben Lofthouse, CFA

2 years ago
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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Active versus passive investing – selectivity required

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2 years ago

The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.

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

by Glen Finegan

2 years ago

​Glen Finegan, Head of Emerging Market Equities, believes 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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Global equity income outlook: corporate profitability key to dividend growth

by Alex Crooke

2 years ago
Alex Crooke, Head of Global Equity Income, believes that political and economic trends are likely to again influence global equity markets in 2017 and that corporate profitability will be the key to generating capital and dividend growth.   
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Global equity income: electing for future dividend growth
Andrew Jones and Ben Lofthouse, co-managers of the Henderson Global Equity Income Strategy, continue to focus on companies across markets with attractive yields and good dividend growth potential. They believe that income remains scarce and that Europe looks attractive despite 2017 election concerns.
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Global equity income: dividend growth coming through

by Ben Lofthouse, CFA

2 years ago
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

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2 years ago

​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

by Richard Clode, CFA

2 years ago
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

by Alison Porter

3 years ago
​​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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Falling euro signals great year for income investors

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4 years ago

​Global dividends fell to $218.0bn in the first quarter of 2015, down 6.3% year on year, the sharpest since the first quarter of 2010, according to the latest Henderson Global Dividend Index (HGDI).

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