On 11 April 2017 at 15:00 CET, fund manager Nick Sheridan will provide an update on the Henderson Horizon Euroland Fund, reviewing performance and positioning, and outlining why he believes that valuations on Euroland equities represents a multi-decade opportunity for value-biased investors, on both a relative and absolute basis.
On 6 April 2017 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Henderson Horizon Pan European Equity Fund, will give their quarterly update, reviewing the performance of European markets (and the macro/political backdrop) during the first three months of 2017. The webcast will cover the performance of the fund, and summarise current positioning and outlook.
We would like to invite you to listen to a live webcast:
The importance of income, dividend sustainability and growth
How equity income has performed in a rising interest rate environment
Significant dividend trends highlighted by the Henderson’s Global Dividend Index
Where the 13-strong Global Equity Income team are finding the best opportunities
The Henderson Global Technology Team believes the long-term story for technology relative to other equities is still very much intact. Technology continues to be a disruptive force – taking share from other sectors of the economy. However, technology equities will face some headwinds in the short term from a stronger dollar and increasing protectionism. While changes in political policy and the economic backdrop are difficult to predict, the technology team believe that by focusing on powerful secular themes such as cloud infrastructure and artificial intelligence and on companies with solid barriers to entry and reasonable valuations, the technology funds will continue to be well positioned to deliver attractive long-term returns.
On 8th February at 15:00 CET, Fund Manager Luke Newman will host a Q&A webcast for the Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
During the session Luke will address investor questions as well as summarising:
•Activity within both the Core and Tactical books
•Why political and economic uncertainty warrants a ‘barbell’ strategy
•Outlook for 2017 – potential winners & losers
If you have a specific question you would like answered during the webcast, please email your sales representative. Luke will endeavour to answer this during the session.
On 10 January 2017 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Henderson Horizon Pan European Equity Fund, will give their quarterly update, providing an overview of their current market views and insight into the performance of the fund, and summarising their current positioning and outlook.
Key points include:
•Europe vs the world – 2016 performance summary
•Signs of progress on the macro in Europe
•UK referendum (where are we now?)
•European yields – a cut above the rest
•Performance, changes to positioning and trading activity
•Outlook and Q&A
Luke Newman, co-manager of the Henderson UK Absolute Return strategy, gives his outlook for 2017. He sees political and economic uncertainty persisting and explains that the accompanying volatility in markets will create further opportunities for an equity long/short strategy such as his. Luke discusses the potential within the financial sector, the value of high yielding stocks and the likely headwinds for companies impacted by minimum wage legislation.
John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John acknowledges that currency, politics and the chance of deflation are all risks to this view.