Hi [[ session.user.profile.firstName ]]

Henderson Global Investors

  • Date
  • Rating
  • Views
  • 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
  • Searching for yield? A global approach to equity income Searching for yield? A global approach to equity income Andrew Jones, Co-manager, Henderson Global Equity Income Recorded: Oct 11 2016 25 mins
    Despite strong performance from equity markets over the last few years, valuations continue to look very attractive on a yield basis, especially in relation to cash and bonds, and remain reasonable on a historical price-to-earnings basis. Underlying global dividend growth has been positive and a dividend culture is being established in an increasing number of countries.

    With this in mind, Andrew Jones will provide an update on the Henderson Global Equity Income Strategy, which he co-manages with Ben Lofthouse, on Thursday 11 October 2016 at 15:00 CET.

    During the presentation Andrew will cover:
    •Current market and dividend trends
    •Key investment themes and opportunities
    •Performance, investment activity and current positioning
    •Outlook for global equity income
  • Discover global dividend trends and opportunities (CPD Accredited) Discover global dividend trends and opportunities (CPD Accredited) Jane Shoemake & Hamish Robertson Recorded: Oct 10 2016 36 mins
    We would like to invite you to listen to a live webcast with Jane Shoemake and Hamish Robertson, Investment Director and Analyst on the Global Equity Income team, on Monday 10 October at 10:00 GMT.
    During the webcast which qualifies for 30 minutes of structured CPD Jane and Hamish will discuss:
    •The benefits of global equity income for investors searching for yield
    •The importance of global diversification, dividend sustainability and growth
    •Significant dividend trends, with a focus on Europe, highlighted by Henderson’s Global Dividend Index
    •Key risks and opportunities that equity income investors should be aware of
  • Live Insight: Henderson Horizon Pan European Equity Fund Live Insight: Henderson Horizon Pan European Equity Fund Tim Stevenson & James Ross Recorded: Oct 6 2016 54 mins
    On 6 October 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:

    •Two at the helm – addition of co-manager James Ross
    •Finding growth in a low growth environment
    •Political uncertainty: Brexit, Italian referendum and more
    •Performance, changes to positioning and trading activity
    •Outlook and Q&A
  • High Yield: Why Europe? Why now? High Yield: Why Europe? Why now? Stephen Thariyan, Tom Ross, Tom Hanson Recorded: Sep 27 2016 24 mins
    The European high yield bond market has returned 8.5% over the first eight months of 2016. Conditions remain favourable, with the Henderson Global credit team continuing to see value in this segment of the credit market. In this webcast, portfolio managers Stephen Thariyan, Tom Ross and Tom Hanson discuss recent market movements in the credit markets and present compelling arguments as to why to invest in European high yield bonds now. The webcast will consider:

    - The recent strong performance of the European high yield markets and of the Henderson Horizon Euro High Yield Bond Fund;
    - The effect of Central Bank corporate bond buying on high yield bonds;
    - Why the team believes there is still room for further spread compression.