Meet the manager: John Bennett

by John Bennett

2 years ago
John Bennett, Head of European Equities, discusses some of the themes he expects to have a significant impact on Europe in the years ahead.

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Credit markets: tactics for the seventh inning stretch?

by John Pattullo

2 years ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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French election result: clouds clearing over Europe?

by Tim Stevenson

2 years ago

​European equities manager Tim Stevenson reviews the first round result of the French election, which saw political outsider Emmanuel Macron, founder of the ‘En Marche!’ movement, lead the polls.

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Brexit – deal or no deal?

by Paul O'Connor

2 years ago
Paul O’Connor, Head of Multi-Asset, examines the implications of the UK triggering Article 50 of the Treaty of Lisbon, which formally begins the process of the UK’s withdrawal from the European Union (EU).
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Europe in a world of “alternative facts”

by Tim Stevenson

2 years ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

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Reflation for now, but how long will it last?

by Jenna Barnard, CFA

2 years ago
Since the election of Donald Trump headlines such as ‘regime change’ and ‘the Trump reflation trade’ have dominated the financial media as investors happily embraced the ‘reflation’ trend and started to put their money to work based on the view that growth and inflation are going to rise. This has favoured equities over bonds.
Jenna Barnard, Co-Head of Strategic Fixed Income at Henderson, shares her views on the current trend and how long it may last. She further explains where the team see good investment opportunities for their portfolios in the coming months.
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Quick view: May’s 'hard Brexit' offers Hobson’s choice

​Ryan Boothroyd from Henderson’s Multi-Asset Team reacts to Theresa May’s ‘Brexit’ speech, which outlined plans for the UK to leave the European Union (EU) single market.

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Expectations for high yield and loans — Fixed Interest Monthly Income view

by Nicholas Ware

2 years ago
Nicholas Ware, Co-Manager of the Henderson Fixed Interest Monthly Income Fund explains how in 2016 better business and consumer confidence in the US led to an asset allocation shift in the portfolio. Nicholas further shares the team’s views on areas for potential opportunities and returns in the US and European high yield and loans markets in the coming months.
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Implications of Italy’s “No” vote on Europe

by Tim Stevenson

2 years ago

​European equities manager Tim Stevenson comments on the potential ramifications of Italy’s recent referendum. Prime Minister Renzi resigned after his proposed changes to the electoral system were rejected by voters.

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Strategic Fixed Income outlook 2017: keep liquid, sensible; look for opportunities, but don’t force it

by John Pattullo

2 years ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses how the markets were affected by major political events in 2016 and the lessons learnt. As he looks forward to 2017, John shares his views on what themes are likely to dominate the markets given a volatile backdrop and where he looks to find good investment opportunities.
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Trump-o-nomics: the importance of US-aligned portfolio positioning

by John Pattullo

2 years ago
John Pattullo, Co-Head of Strategic Fixed Income, looks at the impact of the Trump victory on the financial markets and provides his assessment of the likely effects and success of his policies.
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​​​Can companies create their own growth in Europe?

by Tim Stevenson

2 years ago

​Are European companies still finding ways to thrive in today’s low growth world? In this article, European equities manager Tim Stevenson looks at how companies in the region are creating their own growth, despite the now-familiar backdrop of political and economic uncertainty.


Tim covers:
• Brexit and further political uncertainty
• The evolution of growth
• Expanding operations and M&A
• The interest rate conundrum

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Questioning the Manager: TR European Growth Trust

by Ollie Beckett

3 years ago
Ollie discusses the effect of 'Brexit' on the portfolio, corporate action in European smaller companies, whether he's finding opportunities in growth or value stocks, and his view on the impact of 'lower for longer' interest rates.
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Not all paths lead to Brexit

by Paul O'Connor

3 years ago

Paul O’Connor, Head of Multi-Asset, reflects on the UK’s vote to leave the European Union (‘Brexit’). He explains why a full Brexit is far from guaranteed. 

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Brexit — a political, not a financial, crisis

by Jenna Barnard, CFA

3 years ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the ‘Brexit’ result of the EU referendum last week, which she sees as a political crisis and not a financial one. While it is a significant blow to economic confidence in the short term and likely to put a temporary brake on growth in the UK and perhaps Europe, Brexit alone is not sufficient to derail the current low default rate environment. The main issue is how the UK ‘exits’.

Brexit can serve as an opportunity to lock in some very attractive income streams for clients, however, Jenna advises a cautious approach as events could take a different turn next week with some very important data due in the US.
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Share Radio: Investing in Europe

by Rory Stokes, CFA

3 years ago

​This week's edition of the Investment Trusts Show focuses on investing in Europe. Joining Ed Mitchell on the panel today is Rory Stokes, who oversees various funds at Henderson Global Investors, as well as Share Radio's Senior Analyst, Ed Bowsher.

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Questioning the Manager: Henderson EuroTrust

by 

3 years ago
Tim discusses value versus growth, consensus estimates for earnings, the effect of more positive Chinese numbers on European companies, where we are with European Central Bank (ECB) measures and the European economy, and gearing.
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Property equities: ‘Brexit’ implications in the UK and Europe

by Guy Barnard, CFA

3 years ago

Guy Barnard, Manager of the Henderson Pan European Property Equities Strategy and Co-Head of Global Property Equities, responds to questions on the upcoming UK referendum to leave or remain within the EU. Uncertainty in the run up to the referendum is impacting investor demand for UK property but the income characteristics of the sector should remain attractive regardless of the outcome.

 
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Brexit: Breaking up?

by 

3 years ago

​Gideon Skinner at Ipsos MORI, the polling company, discusses the European Union (EU) referendum and the lessons learned from the surprise 2015 UK general election result.

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Questioning the Manager: TR European Growth

by Ollie Beckett

3 years ago
Ollie discusses the Trust's positioning in industrials, the effect of currency and oil price movements in Europe, which countries and sectors he's looking to for capital growth, M&A in the portfolio, and why an investor might buy TR European growth.
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