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  • Henderson: Mit Immobilienaktien von Wachstumsnischen profitieren

    20.03.2017 | 13:20

    Henderson: Mit Immobilienaktien von Wachstumsnischen profitieren

    Guy Barnard, Manager der Henderson Pan European Property Equities Strategie und Co-Leiter Global Property Equities geht der Frage nach, wie sich die Rotation von Growth-in Value-Aktien auf den Immobiliensektor ausgewirkt hat. Zudem beleuchtet er die positiven Auswirkungen der Rotation auf die Strategie. Sie ermöglicht es dem Team, vermehrt Anlagechancen bei fehlbewerteten Aktien aufzuspüren und auch künftig Länder, Städte und Branchen mit attraktivem Wachstumspotenzial ins Visier zu nehmen.

  • Henderson: Evolution and Opportunities for Emerging Market Corporate Credit

    13.03.2017 | 14:40

    Henderson: Evolution and Opportunities for Emerging Market Corporate Credit

    Emerging market corporate credit grew out of the sovereign bond market over a decade ago and has since grown significantly to reflect a greater diversity of countries, sectors and issuers. Outstanding volumes of hard currency EM corporate debt now surpass those issued by EM sovereigns.

  • Henderson: The case for active managers

    03.03.2017 | 10:15

    Henderson: The case for active managers

    Nick Watson, Fund Manager within Henderson’s Multi-Asset Team, explores the strengthening case for allocating to actively managed strategies. While the team is able to allocate to passive and active vehicles, Nick explains that market drivers currently support the case for the latter.

  • Henderson: Bringt die Reflation mehr Verlierer als Gewinner

    01.03.2017 | 13:23

    Henderson: Bringt die Reflation mehr Verlierer als Gewinner

    Luke Newman, Co-Manager der Henderson UK Absolute Return Strategie, erörtert gegenüber FundResearch die wahrscheinlichen Gewinner und Verlierer des Reflationsthemas und warum eine Long/Short-Strategie bei höherer Aktien-Dispersion mit beiden Gewinne einfahren kann.

  • Henderson: Eurozone money trends suggesting stable growth and rising inflation

    01.03.2017 | 11:32

    Henderson: Eurozone money trends suggesting stable growth and rising inflation

    Eurozone economic news remains solid – the Markit composite PMI output index, for example, reached its highest level since 2011 in February, moving above the corresponding US index.

  • Henderson: The Philippines — a structural growth story

    28.02.2017 | 14:19

    Henderson: The Philippines — a structural growth story

    The Philippines has one of the fastest growing economies in Asia, thanks in part to its favourable demographics and its sound fiscal fundamentals. In this report, we explore why the country’s healthy macroeconomic environment makes for a compelling investment opportunity in its hard currency bonds.

  • Henderson: Global Growth - dial out short-term ‘noise’

    24.02.2017 | 14:35

    Henderson: Global Growth - dial out short-term ‘noise’

    In this Q&A update Ronan Kelleher, who co-manages the Henderson Global Growth Strategy with Ian Warmerdam, discusses the importance of focusing on long-term growth trends rather than short-term economic or political events.

  • Henderson: The Curse of the ETF Tourist

    23.02.2017 | 16:43

    Henderson: The Curse of the ETF Tourist

    The growing popularity of investing in exchange traded funds (ETFs) is a key component of the active versus passive debate. Here, Aneet Chachra, fund manager, and David Elms, Head of Diversified Alternatives, from Henderson’s Multi-Strategy Team, explain why investing in many ETFs is actually an ‘active’ call and explore how investors in these vehicles have typically fared.

  • Henderson: Is G7 core inflation about to break higher?

    23.02.2017 | 12:27

    Henderson: Is G7 core inflation about to break higher?

    G7 headline consumer price inflation is rising sharply but “core” inflation – excluding food and energy prices – remains close to its average in recent years.

  • Henderson: Hey, big spender

    23.02.2017 | 09:57

    Henderson: Hey, big spender

    Chris Forgan, Fund Manager with Henderson’s Multi-Asset Team, discusses what Trump’s presidency might mean for markets. He argues that, behind the media noise created by populist politics, investors need to stay abreast of important monetary and fiscal policy shifts.

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