In the first webcast for the Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, Co-Heads of the Strategic Fixed Income Team and Co-Managers of the fund, will expand on their investment philosophy as well as the investment process for the fund; highlighting the performance drivers, which include asset allocation and duration management, and where they look for sensible, reliable income.
Returns for European investment grade bonds have outperformed general market expectations over the last two years. Yet with valuations once again approaching their all-time tights on both a yield and spread basis, where might the asset class head in 2018?
In this webcast, Tim Winstone and Tom Ross, portfolio managers of the Henderson Horizon Euro Corporate Bond Fund, discuss the outlook for European corporate bonds, focusing specifically on:
•The European Central Bank’s monetary policy manoeuvres
•The improving growth environment for Europe and the implications from a sector perspective
•Idiosyncratic credit selection
Tim Stevenson and James Ross, co-managers of the Henderson Horizon Pan European Equity Fund, will give their quarterly update, reviewing European markets (and the macro/political backdrop) during the second quarter of 2017. The webcast will cover the performance of the fund, and summarise current positioning and outlook.