Brexit: investment
impact


Henderson's investment teams have been providing their views in the months leading up to the referendum. They now provide 'Brexit reactions' outlining how they believe the vote to 'leave' will impact their asset classes and portfolios.


Global Equities


Quick view: snap general election could benefit UK mid caps

UK equities managers, Neil Hermon and Indriatti van Hien, view the calling of the snap general election by Prime Minister Theresa May as a positive move for UK stocks, particularly mid caps.

 
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Brexit reaction: UK equity income & growth opportunities and threats

​James Henderson and Laura Foll, co-managers of the Henderson UK Equity Income & Growth Fund, assess the key Brexit risks and opportunities to UK-based companies.

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European Equities


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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Global Fixed Income


Brexit — a political, not a financial, crisis

by Jenna Barnard, CFA

2 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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Multi-Asset


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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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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Alternatives


Brexit: property risks vs developing opportunities

by Andrew Friend

3 years ago

​Andrew Friend, Fund Director of the Henderson UK Property OEIC, discusses the implications of a potential Brexit (the UK voting to leave the European Union) on the UK commercial property market. While he believes the a Brexit would pose risks to the asset class, particularly in London, Andrew explains that on a long-term view the strength and breadth of the asset class means it will remain attractive.

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UK commercial property: Brexit implications

by Andrew Friend

3 years ago
Andrew Friend, Fund Director of the Henderson UK Property OEIC, evaluates the potential implications of the UK voting to leave the European Union (Brexit) on the UK commercial property market. He also explains the timeline for the fund’s planned conversion to PAIF status, alongside providing an outlook for the asset class more generally.
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Other


Quick view: Tories may underperform polls in snap general election

by Simon Ward

2 years ago

​Simon Ward, Chief Economist, gives his view on the UK Prime Minister’s call for a snap general election

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​Brexit reaction: political earthquake but global economic implications probably limited

by Simon Ward

2 years ago

​Henderson Chief Economist, Simon Ward, comments on the UK's decision to leave the European Union.

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Brexit: overview and outcomes

The impact of the UK’s vote to leave the European Union (EU) – ‘Brexit’ (British exit) – is likely to be felt across Europe’s political and investment landscape for many years to come.

This guide provides a high level overview of the situation and explores the many questions left unanswered.


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