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.
Essentials: the European equities strategy in three minutes (long/short)
In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his long / short European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to generate a positive absolute return over the long term, whatever the market backdrop.
Essentials: the European equities strategy in three minutes
In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to outperform over a market cycle.
Essentials: the Credit Alpha strategy in three minutes
In this ‘Essentials’ video, portfolio manager Tom Ross provides an overview of the Henderson Credit Alpha strategy. Tom explains the long/short credit strategy, which aims to generate a positive absolute return over a 12-month period and provide investors with access to the team’s proven skills in credit selection without exposure to interest rate or currency risk.
The Alternative View – What Do You Mean?
In this series of views from Henderson’s Multi-Strategy team, Fund Manager Steve Cain discuss the implications of a depressed Canadian dollar, and why a gradual readjustment is likely ahead.
Cyclical signals
Jenna Barnard discusses how the retail fixed income team has adapted its investment style in response to clues about where we are in the credit cycle.
The Alternative View: rate rise implications – lessons from Japan
With a US rate hike expected this week, Steve Cain, portfolio manager within the Henderson Diversified Alternatives team, look at the potential impact on markets.
Swap Shop and the sharing economy
John Pattullo, Co-Head of Retail Fixed Income, takes a look at the new sharing economy and its disruptive influence on economic participants. For bond investors, the ramifications are particularly interesting as the sharing economy looks set to exert deflationary forces, which lends support to the view that interest rates could stay lower for longer.
Turning Japanese – a world that looks increasingly Japanese as deflationary forces take their toll
John Pattullo looks at the deflationary impact of globalisation and the world’s balance sheet recession, and asks what this means for fixed income investors
Sticking to the knitting — bond investing in a deflationary world
John Pattullo, Co-Manager of the Strategic Bond and Preference Bond funds at Henderson, provides a brief update on the markets and his strategies.