Video: our disciplined approach to global equities

by Ian Warmerdam

2 years ago
In this video update, Ian Warmerdam, Director of Global Equities, discusses the Key differentiators within the Global Growth Strategy and the long-term secular trends that influence the team’s stock selection process.
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Emerging Market Equities: Understand what you own

by Glen Finegan

2 years ago

The Edinburgh-based Janus Henderson Emerging Market Equities Team believes it is imperative to understand non-financial as well as financial risks to the companies they invest in. Glen Finegan, Head of Emerging Market Equities, explains that, while not managing an environmental, social and governance (ESG) investment strategy, the team finds certain factors particularly important when assessing the sustainability of a company.

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Latin America: Opportunities in Chile and Brazil

by Nicholas Cowley

2 years ago
In this video update, Nicholas Cowley, Investment Manager on the Emerging Market Equities team, discusses his team’s risk-aware approach to investing in Latin American markets, with a focus on Chile and Brazil.
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Video: Why go global for equities?

by Ian Warmerdam

2 years ago
In this video update, Ian Warmerdam, Director of Global Growth Equities, discusses the benefits of allocating to a global strategy, the positioning of the portfolio that his team manages, and his outlook for the asset class.
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Global Growth: the developing trend towards paperless payments

​The managers of the Henderson Global Growth Strategy seek to identify long-term secular trends that they believe are underappreciated by the market. One such trend is the rise of paperless payments and a shift away from cash as a medium of exchange. Ian Warmerdam, Head of Global Growth, and Portfolio Manager Gordon Mackay explain why they believe this trend has further to run.

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Glen Finegan: how we approach emerging markets

by Glen Finegan

2 years ago
In this video update, Glen Finegan, Head of Emerging Market Equities, discusses his team’s disciplined, risk-aware approach that focuses on downside protection, while seeking exposure to the long-term demographic opportunities in certain emerging markets.
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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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AI: from science fiction to an attractive investment theme
Advances in computing power, the volume of data available and the speed and falling cost of data analysis have propelled artificial intelligence (AI) to the next paradigm shift in technology. Alison Porter, Richard Clode and Graeme Clark, portfolio managers in Henderson’s Global Technology Team, discuss this investment theme, its strong potential and where they believe the best opportunities lie.
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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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China investment themes: the internet
In the second instalment in a series of articles on key Chinese investment themes, Charlie Awdry and May Ling Wee, China equity portfolio managers, discuss how the rapid adoption rate of the internet, supportive demographics and embracing of social media are leading to attractive investment opportunities in internet stocks, particularly in social media advertising and mobile gaming.
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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

by 

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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Sustainable investing in 2017: megatrends transcend political cycles

​Hamish Chamberlayne, co-manager of the Henderson sustainable investing strategy – Global Care Growth – comments on the prospects for companies in 2017 that are addressing the four megatrends of population growth, ageing demographics, resource constraints and climate change.

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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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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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