BlackRock Update Energy MarketRead more >
Lucy Walker, Manager of the Sarasin Fund of Funds range reviews Q2 of 2016 by providing and update on performance and positioning.Read more >
Macro & Multi-Asset Outlook Update with Joseph Little, Chief Global StrategistRead more >
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
In this webcast, Alexandra gives an update on fund performance, current positioning and her outlook for the second half of 2016. In the wake of the UK referendum, she will touch on the recent volatility we have witnessed in equity markets and where she is currently finding opportunities.
As ever, Alexandra looks for companies that are able to generate ‘growth from within’. She believes that growth driven by internal, rather than external, factors naturally allows companies to have greater agency over their future growth potential, and also provides a degree of insulation from broader market moves.
Multi-Index Funds: May 2016 updateRead more >
Henry Boucher, fund manager of the Sarasin Food and Agriculture Opportunities fund, provides an update on positioning and performance over the last quarter.Read more >
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
On 8 March 2016 at 15:00 CET, Fund Manager Luke Newman will provide an update on the Henderson UK Absolute Return strategy.
During the presentation Luke will cover:
• Fund performance during the recent volatility
• Opportunities on the short book
• Current positioning
Guy Wagner, Banque de Luxembourg’s chief investment officer and manager of BL-Global Flexible EUR, gives an update on his fund. BL-Global Flexible is a balanced fund with no specific predefined orientation (defensive, neutral, aggressive), investing in equities, bonds and money-market instruments and in all geographical regions.Read more >
Alex delivers his quarterly update on Nick Prices' Emerging Market Fund.Read more >
Join Omar Negyal, portfolio manager, and Claire Peck, client portfolio manager as they provide a timely update on the JPM Emerging Markets Fund and JPM Emerging Markets Income Fund. As the year draws to a close, Omar and Claire will discuss what has driven the asset class in 2015, how these funds have performed and the opportunities for 2016.Read more >