Europe stakes its claim as the default diversifier to UK portfolios

by Tim Stevenson

3 months ago

​Tim Stevenson, Fund Manager of Henderson EuroTrust, discusses Europe’s credentials as a diversifier to UK portfolios.

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European equities: will 2018 see a change in market leadership?

by John Bennett

8 months ago
John Bennett, Head of the Janus Henderson Pan European Equities Team, provides his thoughts on European markets in 2017 and his expectations for a change in leadership as we move into 2018.
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The case for Europe: economic stability?

by Nick Sheridan

9 months ago

Europe now looks to have achieved some level of economic stability after almost a decade of uncertainty, but this does not yet seem to have been reflected in the price of shares for companies in the region. This article, the first of three, addresses some of the major questions that investors may have, providing some thoughts about the improving state of the region’s economy and why Europe may continue to offer attractive value.

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German election: Merkel seeks new allies for her fourth term

by Tim Stevenson

10 months ago

​The German Federal election on 24 September saw Chancellor Merkel elected for her fourth term as leader of Europe’s economic powerhouse. But the vote was not without its dramas. In this article, European equities manager Tim Stevenson gives his views on what the election result means, both for Germany, and the wider EU project.

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European Equities: Back to School

by Tim Stevenson

10 months ago

Tim Stevenson discusses Europe in the context of geopolitical storms, reform, euro strength and earnings.

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John Bennett: where next for European equities?

by John Bennett

10 months ago
In this video, John Bennett, Head of European Equities at Janus Henderson, assesses the drivers of the resurgence in European equities, and considers the prospects for future stock market performance in the region. He also outlines where he is seeing opportunities, including the European banking sector – a core theme in his strategy.
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Europe: As the Politics Subside - Henderson EuroTrust

by Tim Stevenson

1 year ago

Tim Stevenson discusses European equities, quantitative easing, and the threats that could derail Europe's resurrection of interest.  

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Meet the manager: John Bennett

by John Bennett

1 year 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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Europe – the next catch-up trade?

by John Bennett

1 year ago

​John Bennett, Head of European Equities, explains why he believes Europe could be the catch up trade of the coming months. While John highlights a number of risks to this view, he points to how out of favour Europe has become and the potential for the region to outperform some of this year’s ‘in fashion’ asset classes. John also questions whether a shift in inflation expectations will lead to a change in market leadership and potentially the renaissance of value stocks.

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Tuning in

​The telecommunications industry is experiencing major changes, from technological shifts through to market consolidation. Several of our fund managers give their take on the sector and some of the investment opportunities created by the changes.

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Brexit: the European equities view

​​​Three of Henderson’s European equities fund managers give their views on the implications of the UK potentially leaving the European Union. The Henderson European equities team share resource and ideas but are free to implement their views within their individual portfolios as they see fit.

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AGM Presentation 2016: Henderson European Focus Trust plc

by John Bennett

2 years ago

​Watch Fund Manager John Bennett present on how the Trust has performed over the last financial year and his outlook. The presentation took place on 28th January 2016 at 2.30pm.

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Questioning the Manager: Henderson European Focus Trust

by John Bennett

2 years ago
John discusses whether stock market volatility has stabilised, cable telecoms as a interesting 'mini' theme, contrarian investing with oil & gas stocks, and gearing in the portfolio
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Questioning the Manager: TR European Growth Trust

by Ollie Beckett

2 years ago
Ollie discusses performance of the Trust over the past 6 months, the success of domestically focused stocks, M&A in European small-cap and the drivers of 2016
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