In the age of cheap money, European markets were often undervalued by global investors. But in a tougher economic environment where fundamentals matter it could be time to look to Europe’s global champions for real income and capital growth.
Expert thinking for better investment and business decisions.
Important information References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned. Not for onward distribution. Before investing
Henderson European Focus Trust Portfolio Managers John Bennett and Tom O'Hara discuss how so-called 'sin or dirty' stocks can become sustainable, highlighting Holcim's eco-friendly transformation.
Why are oil companies essential for the low carbon transition?
In this AGM presentation, Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust plc, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
John Bennett, Portfolio Manager of the Henderson European Focus Trust, talks about investing in oil during the ESG movement, how it felt going against the grain, the factors that contributed to the build-up in the energy allocation, and the role these companies could play in the energy transition.
John Bennett explains why 2023 might be an opportune time to get into European equities.
Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, provides an update on the investment company highlighting the key drivers of performance and the reasoning behind the energy allocation. Tom also touches on the threat of nationalisation and windfall taxes on energy companies
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in October and outline recent portfolio activity.
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Company, highlighting factors currently impacting European markets, the key drivers of performance, and recent portfolio activity.
This research explores the macro and micro economic factors currently affecting European markets, how Portfolio Managers John Bennett and Tom O’Hara are utilising their style agnostic investment approach to navigate a challenging market environment, and why European markets could offer a compelling proposition.