In this webcast, David Whitten, Head of Henderson’s Global Natural Resources Team, discusses the recent pick up in global commodity prices and the opportunities the team is seeing in the energy, mining and agriculture sectors. In energy, the team anticipates a pick up in upstream oil M&A activity. Meanwhile, the mining sector is taking advantage of lower oil prices while weakening currencies relative to the US dollar is benefiting selected Australian, Canadian and European miners.
On 7 July 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.
Key points include:
•Europe vs the world – 2015 and YTD performance
•The macro climate in Europe – slow, but progressing
•QE in Europe – the bazooka of bazookas
•UK referendum roundup
•Performance, changes to positioning and trading activity
•Outlook and Q&A
Jane will discuss:
•The importance of global diversification, dividend sustainability and growth
•Significant dividend trends highlighted by the Henderson’s Global Dividend Index
•Key risks and opportunities that equity income investors should be aware of
On 7 June 2016 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 that they would like Luke’s views. It will also be possible to submit questions during the webcast.
During the session Luke will address investor questions as well as summarising his thoughts on:
- Implications of and positioning for the EU referendum
- The strategy’s overseas exposure
- The team’s approach to managing net & gross exposure
- Recent performance drivers
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 May at 14:00 GMT (15:00 CET), Nick Anderson and Hamish Chamberlayne, managers of the Henderson Global Care Growth Fund, will present their quarterly update. This will incorporate an overview of the philosophy and themes driving their investment process, as well as performance, current positioning and outlook.
•What SRI investing means to the managers, and how the fund is built around this philosophy
•Why climate change can be considered one of the biggest investment risks of our times
•How environmental, social and governance (ESG) analysis is used to identify risks and opportunities
•A discussion of Q1 performance and stock-specific news
•Portfolio themes and outlook
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