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  • Henderson: US money / credit trends improving

    24.05.2017 | 08:44

    Henderson: US money / credit trends improving

    A recent post argued that changes to US money market fund regulations in 2016 had a stifling impact on money and credit growth. The post suggested that this effect was starting to reverse, implying improving economic prospects for late 2017. Incoming evidence supports this hypothesis. The Fed may have to step up policy tightening to offset commercial bank-led monetary loosening.

  • Henderson: UK inflation: strong core pick-up, food next?

    23.05.2017 | 14:30

    Henderson: UK inflation: strong core pick-up, food next?

    UK annual consumer price inflation rose from 2.3% in March to 2.7% in April and remains on course to move above 3% later in 2017, exceeding the MPC’s upwardly-revised central forecast (showing inflation peaking at 2.8% in the fourth quarter).

  • Henderson: Global slowdown under way, latest money data slightly better

    23.05.2017 | 09:46

    Henderson: Global slowdown under way, latest money data slightly better

    The view here since late 2016 has been that global economic momentum would slow from a peak in spring 2017. The latest monetary information suggests a renewed acceleration from late 2017, although this requires additional data confirmation.

  • Henderson: Chinese money growth slowing but still respectable

    16.05.2017 | 13:20

    Henderson: Chinese money growth slowing but still respectable

    Chinese nominal and real economic growth may be starting to moderate, consistent with a slowdown in monetary expansion since the second half of 2016. Money trends, however, remain respectable by historical standards, suggesting that economic weakness will be contained.

  • Henderson: ​Property may be out of fashion, but not out of return potential

    16.05.2017 | 12:39

    Henderson: ​Property may be out of fashion, but not out of return potential

    Guy Barnard, Co-Head of Global Property Equities and Pan European property equities manager, provides an update on the European property market, his current views and where he believes the best value opportunities exist.

  • Henderson: Welche aktiven Anlagetechniken schaffen Mehrwert?

    16.05.2017 | 08:29

    Henderson: Welche aktiven Anlagetechniken schaffen Mehrwert?

    Anleger stehen nicht nur vor der schwierigen Frage, ob sie über aktive oder passive Strategien in eine bestimmte Anlageklasse anlegen sollen. Viele fragen sich, wann man ein aktives Fondsmanagement vorziehen sollte. In diesem Beitrag beleuchten wir die ESG-Kriterien, die bei passiven Anlagetechniken außen vor bleiben.

  • Henderson: Will bank credit easing force faster Fed tightening?

    10.05.2017 | 12:41

    Henderson: Will bank credit easing force faster Fed tightening?

    Slow US economic growth over the winter reflected a weakening of money and credit trends from summer 2016. This weakening was probably related to money market fund reforms, which raised banks’ funding costs and tightened the supply of credit. The negative impact of these reforms may be starting to fade, with money trends and credit conditions showing signs of improvement. This could herald economic reacceleration later in 2017.

  • Henderson: Abenomics boosts Japanese stocks

    10.05.2017 | 10:28

    Henderson: Abenomics boosts Japanese stocks

    Yunyoung Lee, Japanese equities manager, discusses the positive impact of Abenomics on Japan’s economy and stock market. He sees a positive impact on Japan’s economy and stock market. Japanese smaller companies have stronger investment potential due to their domestic bias and less research coverage. US/Japan relations under US President Donald Trump appear more promising than expected.

  • Henderson: Der beleglose Zahlungsverkehr setzt sich durch

    09.05.2017 | 16:36

    Henderson: Der beleglose Zahlungsverkehr setzt sich durch

    Auch wenn der weltweite Zahlungsverkehr immer noch von Bargeld dominiert wird, wächst die Konkurrenz in Form der Kartenzahlung. Maßgeblichen Anteil daran haben der boomende Online-Handel, Innovationen wie die Mobile-POS(mPOS)-Technologie und die wachsende Beliebtheit von Prepaid-Karten.

  • Henderson: Markets move on from Macron victory

    08.05.2017 | 12:59

    Henderson: Markets move on from Macron victory

    ​​Tom Ross, Credit Portfolio Manager, reflects on Emmanuel Macron's success in the second round of the French Presidential election.

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