Type: OEIC/Unit trust

2017 outlook: China equities

by Charlie Awdry, CFA

2 years ago

Charlie Awdry, China portfolio manager, shares his views on the prospects for Chinese stocks in 2017. He believes the focus on high quality growth companies exposed to long-term consumer trends and cyclical value stocks places his portfolios in good stead to deliver attractive returns for investors.

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US election reaction: impact on Asian equities

by Andrew Gillan

2 years ago

​Andrew Gillan, Head of Asia (ex Japan) Equities, explains the potential implications of the Trump victory for Asian equity markets in the short and longer term.

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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

by 

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

2 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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