Alex Crooke, director de Renta Variable Global, analiza las oportunidades generales de crecimiento en el sector, así como las tendencias y perspectivas de los dividendos.
Oportunidad global
Buy investment grade, wear diamonds
John Pattullo, Co-Head of Strategic Fixed Income, offers his views on credit markets and the prospects for the global economy.
Creative disruption: a shifting investment backdrop
Arjun Bhandari, Analyst within Henderson’s Strategic Fixed Income Team, looks at several disruptive trends in the economy and how their interaction may be contributing to the current low growth, low inflation environment.
Impact investing: doing well, doing good
Nick Anderson and Hamish Chamberlayne, co-managers of Henderson’s global equity sustainable investment strategy, discuss the rise of impact investing and why it could be a fundamental force for positive change.
Essentials: European value strategy in three minutes
In this ‘Essentials’ video, Nick Sheridan outlines his value-focused European equities strategy, designed to identify larger European companies listed in, or operating in, core European markets. His differentiated process focuses on businesses with stable margins and high barriers to entry, and which he believes have been fundamentally mis-priced by the market. Nick covers:
• Value investing – the power of compounding
• Core Europe – uncovering opportunities in the region
• Quality stocks on a discount to book price
• Value in prospective growth
Nick Sheridan
Nick Sheridan is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2009.
Essentials: the Global Equity Income Strategy in three minutes
In this ‘Essentials’ video, Andrew Jones provides an overview of the Global Equity Income Strategy that he co-manages with Ben Lofthouse. The strategy is designed to offer a blend of capital and income growth from dividend-paying companies over the long term, and may be suitable for investors looking for a diversified portfolio spread across countries
The Alternative View: Brexit, in the market’s opinion
In this series of views from Henderson’s Multi-Strategy team, Fund Managers Steve Cain and Mark Richardson examine the extent to which ‘Brexit’ is priced into currency options and betting markets.
Fuelling the high octane grab for yield
Jenna Barnard, co-head of Strategic Fixed Income, discusses the dramatic drop in Japanese government bonds yields and how this is influencing investor behaviour in terms of a cross-border grab for yield.
The Alternative View – Revenge of the Bonds – why a US inflation scare is looming
In this series of views from Henderson’s Multi-Strategy team, Fund Manager Steve Cain discuss why fixed income markets are overly optimistic in disregarding the risks of higher inflation.