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Henderson Global Investors

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  • Henderson Global Technology Update Henderson Global Technology Update Alison Porter Recorded: Feb 21 2017 51 mins
    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.
  • Q&A Session:  Henderson UK Absolute Return Strategy Q&A Session: Henderson UK Absolute Return Strategy Luke Newman Recorded: Feb 8 2017 42 mins
    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:
    •2016 performance
    •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.
  • Live Insight: Henderson Horizon Pan European Equity Fund Live Insight: Henderson Horizon Pan European Equity Fund Tim Stevenson & James Ross Recorded: Jan 10 2017 44 mins
    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: volatility and 'normalisation' creates opportunity Luke Newman: volatility and 'normalisation' creates opportunity Luke Newman Recorded: Dec 6 2016 4 mins
    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 Outlook 2017: why the 'value' shift favours Europe John Bennett Outlook 2017: why the 'value' shift favours Europe John Bennett Recorded: Nov 29 2016 7 mins
    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.
  • SRI: Megatrends and investment opportunities (CPD Accredited) SRI: Megatrends and investment opportunities (CPD Accredited) Nick Anderson & Hamish Chamberlayne Recorded: Nov 24 2016 42 mins
    We would like to invite you to listen to a live webcast with Nick Anderson and Hamish Chamberlayne, fund managers of the Henderson Global Care Growth Fund on Thursday 24th November at 14:00 GMT.

    During the webcast, which qualifies for 30 minutes of strucutred CPD, Nick and Hamish will discuss:


    •The recent progress countries have made towards meeting their COP21 climate change commitments
    •The importance of positioning for a low-carbon economy
    •The investment threats and opportunities posed by climate change
    •Fund performance and activity
    •Q&A with participants
  • Q&A Session: Henderson UK Absolute Return Q&A Session: Henderson UK Absolute Return Luke Newman Recorded: Nov 2 2016 45 mins
    On 2nd November at 15:00CET, 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:
    •Performance
    •Changes to Core positions and activity within the Tactical trading book
    •Rationale for changes to the investment policy
    •Outlook
    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
  • Emerging market credit — back in vogue Emerging market credit — back in vogue Steve Drew Recorded: Oct 27 2016 24 mins
    After a shaky start to 2016, when macro and geopolitical concerns dominated, investment into EM is now at a multi-year high. Henderson’s Head of Emerging Market Credit, Steve Drew, explores the topical themes shaping EM corporate bond markets, explaining the reasons behind the resurgence in interest. While sharing his views on current themes and opportunities, Steve will further provide an update on the performance of the Horizon Emerging Market Corporate Bond Fund.

    Key points
    • Emerging market fundamentals — a continuing positive story
    • Market update — capital flows, supply, returns and risks
    • Portfolio update and performance
    • Q&A
  • Live Insight: H G Pan European/H G Continental European Fund Live Insight: H G Pan European/H G Continental European Fund John Bennett Recorded: Oct 25 2016 28 mins
    On 25 October 2016 at 15:00 CET, John Bennett will deliver an update on the Henderson Gartmore Continental European Fund and the Henderson Gartmore Pan European Fund. As part of the webcast, John will provide an overview of his thematic strategy, as well as some insight into some of the main challenges and opportunities he sees ahead for European equities investors.

    Key points covered include:

    •Core strategic themes
    •A time to buy stocks – not markets
    •Is Europe the catch-up trade?
    •Performance, changes to positioning and outlook
    •Q&A
  • Live Insight: Henderson Horizon Pan European Alpha Live Insight: Henderson Horizon Pan European Alpha John Bennett Recorded: Oct 18 2016 29 mins
    On 18 October 2016 at 15:00 CET, John Bennett, manager of the Henderson Horizon Pan European Alpha Fund, will deliver an update, providing an overview of his investment strategy, performance and portfolio thematics, as well as some insight into some of the main challenges and opportunities he sees ahead for European equities investors.

    Key points to be covered include:

    •Core strategic themes
    •A time to buy stocks, not markets
    •Performance, changes to positioning and outlook
    •Q&A

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