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Bill Gross video: Where next? Interpreting latest data reads (August)
In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for July, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.
Why are banks looking attractive for equity income investors?
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
Fuel stop: full combustion engines make way for electrified vehicles
Noah Barrett and David Chung, equity analysts in the Janus Henderson Research Team, discuss Volvo’s recent announcement to phase out full combustion engines, and the sectors that may benefit from this trend.
What do rising US interest rates mean for global equity income investors?
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, examines trends within equity markets year to date and how policy changes, including potential further US rate rises, could affect equity income investors.
Essentials: the Janus Henderson Global Property Equities Strategy
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
Bill Gross video: Where next? Interpreting latest data reads
In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for June, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.
European property stocks: starting 2H 2017 on a solid footing
In this video update, Guy Barnard, Co-Head of Global Property Equities and Manager of the Pan European Property Equities Strategy, discusses how a more favourable macroeconomic and political backdrop has supported the performance of European real estate stocks over the first half of 2017*.
Latin America investing – the ‘risk’ business
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
Six key characteristics to narrow the global equities universe
In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.
EM Equities: corporate culture and its performance implications
Investing in companies is not just about financial attributes; it is also about investing in people. When investing in emerging markets (EM) it is always wise to question who owns the company, why they own it and how they operate. In this video update, Portfolio Manager Stephen Deane examines what constitutes a good corporate culture and why it is important for investors to understand the attitudes and values of the organisation.
What’s driving investor interest in the maturing Chinese bull market?
Charlie Awdry, China equities manager, shares his team’s findings from a recent research trip to China. He explains the reasons for upbeat sentiment surrounding the region and analyses the implications of recent developments as the bull market matures.
Essentials: The Asian Growth Strategy in three minutes
In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
Our disciplined approach to global equities
In this video update, Ian Warmerdam, Director of Global Equities, discusses the Key differentiators within the Global Growth Strategy and the long-term secular trends that influence the team’s stock selection process. These trends currently include Health Care Innovation, Internet Transformation, Paperless Payment, Energy Efficiency and Emerging Markets Growth.
Meet the manager: Luke Newman
In this short video, Luke Newman, co-manager of the UK Absolute Return strategy, explains why the current environment is supportive for long/short equity strategies, and the adage that best sums up his approach to investing.
European equities: more than just relative value?
In this short video, European equities manager Tim Stevenson assesses some of the factors that have benefited European equities in early 2017 and outlines the economic and market factors driving his belief that the region represents a good opportunity for long-term investors.
Meet the manager: Ashwin Alankar
In this short video Ashwin Alankar, Global Head of Asset Allocation and Risk Management, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: John Bennett
John Bennett, Head of European Equities, discusses some of the themes he expects to have a significant impact on Europe in the years ahead.
Meet the manager: Adrian Banner
In this short video Adrian Banner, CEO and CIO of INTECH, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Andy Acker
In this short video Andy Acker, Portfolio Manager and Equity Research Analyst on the Janus Henderson Global Life Sciences Team, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Bill Gross
In this short video Bill Gross, Portfolio Manager for Global Unconstrained Fixed Income, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Justin Tugman
In this short video Justin Tugman, Portfolio Manager for Perkins' Value Strategies, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: May Ling Wee
In this short video May Ling Wee, Investment Manager for Chinese Equities, answers three questions on the global themes she expects to have the biggest impact on markets, where she sees the best opportunities in the years ahead and the adage that best sums up her approach to investing.
Meet the manager: Stuart O'Gorman
In this short video Stuart O'Gorman, Director of Technology Equities, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Andrew Gillan
In this video Andrew Gillan, Head of Asia (ex-Japan) Equities, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Nick Maroutsos
In this short video Nick Maroutsos, Portfolio Manager, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Stephen Thariyan
In this short video Stephen Thariyan, Head of Global Credit, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Colin Fleury
In this short video Colin Fleury, Head of Secured Credit, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Tom Ross
In this short video Tom Ross, Portfolio Manager, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Marc Pinto
In this short video Portfolio Manager Marc Pinto answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
Meet the manager: Carmel Wellso
In this short video Carmel Wellso, Director of Research, answers three questions on the global themes she expects to have the biggest impact on markets, where she sees the best opportunities in the years ahead and the adage that best sums up her approach to investing.
Latin America: Opportunities in Chile and Brazil
In this video update, Nicholas Cowley, Investment Manager on the Emerging Market Equities team, discusses the team’s long-term, risk-aware approach to investing in Latin American markets, with a focus on Chile and Brazil.
EM Credit: strong inflows and a positive outlook
In his latest video, Steve Drew, Head of Emerging Market (EM) Credit, shares his views on why the current macro backdrop is supportive for the asset class, the regions he sees offering the most compelling opportunities, and his expectations for the remainder of 2017.
Why go global for equities?
In this video update, Ian Warmerdam, Director of Global Growth Equities, discusses the benefits of allocating to a global strategy, the positioning of the portfolio that his team manages, and his outlook for the asset class.
Al revolution - Artifical Intelligence
The Henderson Global Technology Team believes artificial intelligence (AI) is the next major transformative force in the evolution of technology. In this video recorded at a recent investment conference, Richard Clode, portfolio manager, discusses the concept of AI, why and how it is fuelling technology’s disruption of the old economy and the rationale for its attractive long-term potential.
Why are Chinese banks looking attractive again?
Charlie Awdry, China equities manager, has recently started buying banks again following an 18-month hiatus. In this video, he explains the reasons for this decision.
Brexit: Flexibel bleiben und Turbulenzen gut überstehen

Luke Newman, Co-Manager der Henderson UK Absolute Return Strategie, gibt einen aktuellen Überblick über die Gewinner und Verlierer seit dem Brexit-Votum und erläutert, warum flexible taktische Positionen helfen können, den turbulenten Verhandlungsprozess unbeschadet zu überstehen.

Is it time to shine for Pan-European Equities?
In this video update, James Ross, Fund Manager,analyses the debate Growth vs value, gives an overview about the UK equities. He explanins if the European equities offer better prospects than other regions. Furthermore he represents his position for or against a more inflationary environment and which sectors he favors at present.
A turning point for China’s SOEs?
In this latest video update, China equities manager Charlie Awdry assesses an unexpected development during reporting season in China.
Credit in the spotlight
A busy political calendar, robust economic data and shifting monetary policy (two rate hikes from the US Federal Reserve in the past four months) are creating a potent mix for investors. In this five-minute update, Tom Ross, Credit Portfolio Manager, explores the outlook for credit markets.
Artificial intelligence: the next paradigm shift in technology
Recently returned from a US research trip, Richard Clode, portfolio manager within the Henderson Global Technology Team, discusses why artificial intelligence (AI) is the next secular growth theme in focus for the team. As AI begins to disrupt an increasing number of sectors, Richard believes the team will continue to find compelling investment opportunities and outlines why the long-term case for technology remains sound.
Reflation und Zinsanstieg: Auf die neue Normalität einstellen
In seinem neuesten Video-Beitrag erläutert Alex Crooke, Leiter Global Equity Income, warum sich Anleger rechtzeitig auf die neue Normalität einstellen und Dividendenaktien in einer Welt mit steigenden Zinsen und höherer Inflation gut abschneiden sollten.
What are the key factors shaping global equity income investing?
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks and examines key risks and opportunities for global equity income investors.
John Bennett: Europäische Banken und Value-Chancen
John Bennett, Leiter des europäischen Aktienteams, beschäftigt sich mit der Rotation von „Growth“- zu „Value“-Aktien und was das für Anleger in Europa bedeutet. Er erläutert seine taktischen Allokationen, bevor die Rotation richtig Fahrt aufnahm, und die für ihn wichtigsten Katalysatoren für einen Aufwärtstrend bei europäischen Banken.
Unternehmensanleihenmärkte im Überblick: Welche Faktoren werden die Märkte 2017 am stärksten beeinflussen?
Stephen Thariyan, globaler Leiter des Bereichs Credit, analysiert die jüngsten Entwicklungen an den Unternehmensanleihenmärkten und insbesondere die Aussichten für die europäischen und britischen Märkte. Darüber hinaus geht er der Frage nach, ob die Trump-Rally anhält, und beschäftigt sich mit den Inflationserwartungen, den besseren Rahmenbedingungen für Banken und den Emissionstrends in den kommenden zwölf Monaten.
Macroeconomic uncertainty a certainty for China in 2017
In this video, Charlie Awdry, China equities manager, provides a brief macro update. The start of 2017 has seen further Chinese government intervention in the currency markets and President Xi promoting globalisation at a time when other countries are becoming more inward looking.
How will growth and inflation shape fixed income markets in 2017?
Members of the Fixed Income Investment Strategy Group (ISG), Phil Apel, Head of Fixed Income, and Andrew Mulliner, Portfolio Manager, reflect on the factors driving markets into 2016 year-end. They pin-point politics, central bank policy and signs of rising inflation, while noting that the impact of Donald Trump’s election was exaggerated given the momentum of bond markets prior to November.
Was wird das neue Jahr für den globalen Technologiesektor bringen?
Stuart O'Gorman ist bei Henderson für Technologieaktien zuständig. Hier erläutert er seinen Ausblick für 2017. Obwohl Technologieaktien zuletzt vom starken US-Dollar und der Angst vor Protektionismus in Mitleidenschaft gezogen wurden, sind Stuart O'Gorman und sein Team überzeugt, dass sie mittel- bis langfristig besser als der Gesamtmarkt abschneiden.
Unternehmensanleihen Ausblick 2017: Große Bandbreite an Ergebnissen
Stephen Thariyan, globaler Leiter des Bereichs Credit, erläutert den Ausblick für die Kreditmärkte im nächsten Jahr. Aus welchem Land eine Anleihe stammt und welches Rating sie hat, dürfte 2017 nach seiner Einschätzung an Bedeutung gewinnen.
Tom Ross – Ausblick 2017 für Unternehmensanleihen: Fortsetzung der Makrotrends macht sorgfältige
In diesem Video erläutert Tom Ross, Portfolio Manager, u.a. welche Erkenntnisseer aus den Entwicklungen in diesem Jahr gewonnen hat, Welche zentralen Themen die Märkte, in die er investiert, 2017 vermutlich maßgeblich beeinflussen werden und von welchen Positionen seines Fonds er am Übergang ins nächste Jahr besonders überzeugt ist.
Globale Dividendenanlage: Auf Titel mit Dividendenwachstum setzen
Andrew Jones und Ben Lofthouse, Co-Manager des Henderson Global Equity Income Fund, richten ihr Hauptaugenmerk auch künftig über alle Märkte hinweg auf Unternehmen mit attraktiven Renditen und Aussicht auf solides Dividendenwachstum. Ihrer Ansicht nach bleiben regelmäßige Erträge Mangelware und erscheint Europa trotz der Sorgen um die 2017 bevorstehenden Wahlen attraktiv.
Luke Newman – Ausblick 2017: Volatilität und Zinsnormalisierung schaffen Anlagechancen
In diesem Video erläutert Luke Newman, Investment Manager, u.a. welche Erkenntnisse er aus den diesjährigen Entwicklungen gezogen hat. Welche zentralen Themen die Märkte, in die er investiert, 2017 vermutlich maßgeblich beeinflussen werden und von welchen Positionen seines Fonds er am Übergang ins nächste Jahr besonders überzeugt ist.
John Bennetts Ausblick für 2017: Warum das Umschwenken auf Substanzwerte Europa zugutekommt
In diesem Video erläutert John Bennett, Director of European Equities, u.a. welche Erkenntnisse er aus den diesjährigen Entwicklungen gezogen hat. Welche zentralen Themen die Märkte, in die er investiert, 2017 vermutlich maßgeblich beeinflussen werden und von welchen Positionen seines Fonds er am Übergang ins nächste Jahr besonders überzeugt ist.
Essentials: Overview of the Henderson Horizon China Fund
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.
Global equity income: dividend growth coming through
In this video update, Ben Lofthouse, Global Equity Income (GEI) portfolio manager, describes how the team are still finding good dividend growth and why the GEI strategy maintains a relatively defensive positioning, with a bias to lower value areas of the market.
Setzt Europa zur Aufholjagd an?
John Bennett, Leiter des europäischen Aktienteams, erläutert, warum Europa seines Erachtens in den kommenden Monaten aufholen könnte. Dabei geht er auch auf Risiken für seine Einschätzung ein und macht deutlich, wie wenig gefragt Europa ist und wie groß daher sein Potenzial, in diesem Jahr einige der angesagten Anlageklassen zu übertreffen. Zudem geht er der Frage nach, ob geänderte Inflationserwartungen einen Wechsel beim führenden Investmentstil bewirken und eine Renaissance von Substanzwerten mit sich bringen werden.
Essentials: the Pan European Equity strategy in three minutes
In this 'Essentials' video, Tim Stevenson, Director - European Specialist Equities, provides an overview about the differentiations of the fund and the opportunities in European equities.
Essentials: the Emerging Market Corporate Bond strategy in three minutes
In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund — why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.
High yield bond opportunities: sixty second update
Tom Ross, Co-Manager of the Henderson Euro High Yield Bond strategy, provides a sixty second update on the pick-up in opportunities in the European high yield market.
Essentials: the Global Technology Strategy in three minutes
In this 'Essentials' video, Stuart O’Gorman, Director of Technology Equities, provides a brief overview of the Henderson Global Technology Strategy. He discusses the attractiveness of tech stocks as an asset class and also introduces two key themes running through the strategy − internet advertising and paperless payments.
Brexit: Unsicherheit als Chance
Luke Newman, Fondsmanager des Henderson Gartmore United Kingdom Absolute Return Fonds sowie des Henderson UK Absolute Return Fonds, zieht in diesem Video, gut drei Monate nach der Abstimmung eine Zwischenbilanz: kurzfristig haben britische Exporteure zunächst von einer Abschwächung des Pfund profitiert. Auch in den kommenden Monaten bieten sich – so Newman – auf Grund der voraussichtlich langwierigen Verhandlungen über einen Brexit Investmentmöglichkeiten, sowohl auf der Long- als auch auf der Short-Seite.
Chinese stocks: earnings upgrade boost
In this video China equities manager, Charlie Awdry, provides reasons for the recent strong performance of Chinese stocks, as well as an update on portfolio activity.

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