The technology sector remains attractive despite the ongoing macroeconomic uncertainty. Tech continues to take share in the economy, the sector’s balance sheets and cash flow generation remain strong while valuations are still reasonable relative to general equities.
On Tuesday 27 January 2015 at 11:00 CET , portfolio manager in the Global Technology Team, Alison Porter will provide an update on the Henderson Global Technology SICAV and OEIC funds.
During the presentation Alison will cover:
•Global tech sector review
•Portfolio performance in Q1 2016
•Key investment themes and opportunities
•Current fund positioning
Supportive monetary policy and a favourable demand/supply backdrop augur well for credit markets near term but as prices become richer and value diminishes, a key skill is knowing when to fade the rally. In this webcast, Tom Ross and Tim Winstone look at the factors that drive their decision making and how they are positioning their portfolio for a quarter that could offer political drama.
Key points to be covered include:
- Evaluating the impact of the ECB corporate sector purchasing programme (CSSP)
- Navigating obstacles such as energy volatility, Fed meetings and the Brexit vote
- Portfolio update and performance
Equity income is a popular investment strategy with dividends generating a significant proportion of total returns for equities over time.
On Thursday 14 April 2016 at 14:00 GMT Andrew Jones will provide an update on the Henderson Global Equity Income Strategy, which he co-manages with Ben Lofthouse. During the presentation Andrew will cover:
•Recent dividend trends
•Key investment themes and opportunities
•Activity and current positioning
•Outlook for global equity income
On 5 April 2016 at 14:30 CET, Tim Stevenson, manager of the Henderson Horizon Pan European Equity Fund, will give his quarterly update, providing an overview of his current market views and insight into the performance of the fund, as well as current positioning and outlook.
Key points include:
•Europe vs the world – 2015 performance
•The economic backdrop – reasonable signs for Europe?
•Negative rates and the impact on banks
•Growth vs value – a topical debate
•Performance, changes to positioning and trading activity
•Outlook and Q&A
During the webcast, which will qualify for 30 minutes of structured CPD, Jane will discuss:
- The importance of dividends in generating attractive long-term total returns
- Global dividend trends at a regional and sector level
- Where the 12-strong Global Equity Income team see the best income opportunities
On 1 March 2016 at 15:00 CET, John Bennett, manager of the Henderson Horizon Pan European Alpha Fund, will deliver his quarterly 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.
On 4 February 2016 at 15:00 CET, John Bennett, manager of the Henderson Gartmore Continental European Fund and the Henderson Gartmore Pan European Fund, will deliver his quarterly update, providing an overview of his investment strategy, covering performance and portfolio thematics, as well as some insight into some of the main challenges and opportunities he sees ahead for European equities investors.
In this webcast, Tom Ross, Tim Winstone and Tom Hanson discuss the opportunities in credit markets despite recent global market volatility. With central bank policy diverging for the first time for many years, can European credit in both the investment grade and high yield space be insulated from broader market moves? Areas covered will include:
• Market movements and their drivers
• Using bottom-up credit selection to avoid idiosyncratic risk
• Deploying the flexibility inherent in the funds and using off-benchmark positioning to generate return
• Portfolio positioning and where the biggest opportunities and risks lie
On 14 January 2016 at 15:00 CET, fund manager Nick Sheridan will deliver his quarterly update on the Henderson Horizon Euroland Fund, reviewing performance and positioning, and outlining why he believes that Euroland equities still represent an attractive opportunity for investors, on both a relative and absolute basis.
On 7 January 2016 at 15:00 CET, Tim Stevenson, manager of the Henderson Horizon Pan European Equity Fund, will give his quarterly update, providing an overview of his current market views and insight into the performance of the fund, as well as current positioning and outlook.