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Henderson Horizon Pan European Equity Fund Update

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.
Recorded Jan 7 2016 45 mins
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Presented by
Tim Stevenson
Presentation preview: Henderson Horizon Pan European Equity Fund Update

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  • Channel
  • Channel profile
  • Henderson Horizon Euroland Fund quarterly webcast Recorded: Apr 11 2017 26 mins
    Nick Sheridan
    On 11 April 2017 at 15:00 CET, fund manager Nick Sheridan will provide an update on the Henderson Horizon Euroland Fund, reviewing performance and positioning, and outlining why he believes that valuations on Euroland equities represents a multi-decade opportunity for value-biased investors, on both a relative and absolute basis.
  • Henderson Horizon Pan European Equity Fund quarterly webcast (April 2017) Recorded: Apr 6 2017 48 mins
    Tim Stevenson and James Ross
    On 6 April 2017 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Henderson Horizon Pan European Equity Fund, will give their quarterly update, reviewing the performance of European markets (and the macro/political backdrop) during the first three months of 2017. The webcast will cover the performance of the fund, and summarise current positioning and outlook.
  • Live Insight : Discover the latest dividend trends, risks and opportunities Recorded: Mar 30 2017 36 mins
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    We would like to invite you to listen to a live webcast:
    The importance of income, dividend sustainability and growth
    How equity income has performed in a rising interest rate environment
    Significant dividend trends highlighted by the Henderson’s Global Dividend Index
    Where the 13-strong Global Equity Income team are finding the best opportunities
  • Henderson Global Technology Update Recorded: Feb 21 2017 51 mins
    Alison Porter
    The Henderson Global Technology Team believes the long-term story for technology relative to other equities is still very much intact. Technology continues to be a disruptive force – taking share from other sectors of the economy. However, technology equities will face some headwinds in the short term from a stronger dollar and increasing protectionism. While changes in political policy and the economic backdrop are difficult to predict, the technology team believe that by focusing on powerful secular themes such as cloud infrastructure and artificial intelligence and on companies with solid barriers to entry and reasonable valuations, the technology funds will continue to be well positioned to deliver attractive long-term returns.
  • Q&A Session: Henderson UK Absolute Return Strategy Recorded: Feb 8 2017 42 mins
    Luke Newman
    On 8th February 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. It will also be possible to submit questions during the webcast.
    During the session Luke will address investor questions as well as summarising:
    •2016 performance
    •Activity within both the Core and Tactical books
    •Why political and economic uncertainty warrants a ‘barbell’ strategy
    •Outlook for 2017 – potential winners & losers
    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.
  • Live Insight: Henderson Horizon Pan European Equity Fund Recorded: Jan 10 2017 44 mins
    Tim Stevenson & James Ross
    On 10 January 2017 at 15:00 CET, Tim Stevenson and James Ross, co-managers of the Henderson Horizon Pan European Equity Fund, will give their quarterly update, providing an overview of their current market views and insight into the performance of the fund, and summarising their current positioning and outlook.

    Key points include:

    •Europe vs the world – 2016 performance summary
    •Signs of progress on the macro in Europe
    •UK referendum (where are we now?)
    •European yields – a cut above the rest
    •Performance, changes to positioning and trading activity
    •Outlook and Q&A
  • Luke Newman: volatility and 'normalisation' creates opportunity Recorded: Dec 6 2016 4 mins
    Luke Newman
    Luke Newman, co-manager of the Henderson UK Absolute Return strategy, gives his outlook for 2017. He sees political and economic uncertainty persisting and explains that the accompanying volatility in markets will create further opportunities for an equity long/short strategy such as his. Luke discusses the potential within the financial sector, the value of high yielding stocks and the likely headwinds for companies impacted by minimum wage legislation.
  • John Bennett Outlook 2017: why the 'value' shift favours Europe Recorded: Nov 29 2016 7 mins
    John Bennett
    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) Recorded: Nov 24 2016 42 mins
    Nick Anderson & Hamish Chamberlayne
    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 Recorded: Nov 2 2016 45 mins
    Luke Newman
    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 Recorded: Oct 27 2016 24 mins
    Steve Drew
    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 Recorded: Oct 25 2016 28 mins
    John Bennett
    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 Recorded: Oct 18 2016 29 mins
    John Bennett
    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 Recorded: Oct 11 2016 25 mins
    Andrew Jones, Co-manager, Henderson Global Equity Income
    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) Recorded: Oct 10 2016 36 mins
    Jane Shoemake & Hamish Robertson
    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 Recorded: Oct 6 2016 54 mins
    Tim Stevenson & James Ross
    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? Recorded: Sep 27 2016 24 mins
    Stephen Thariyan, Tom Ross, Tom Hanson
    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.
  • Live Insight: Henderson Horizon Euroland Fund Update Recorded: Sep 20 2016 23 mins
    Nick Sheridan
    On 20 September 2016 at 15:00 CET, fund manager Nick Sheridan will provide an update on the Henderson Horizon Euroland Fund, reviewing performance and positioning, and outlining why he believes that Euroland equities still represents an attractive opportunity for investors, on both a relative and absolute basis.

    Key points include:

    •The snapshot: performance, positioning and sector breakdown
    •Screening for value – overview of the fund‘s distinctive investment strategy
    •Where is Europe?
    oThe economic backdrop
    oQE bazooka
    oWill we see inflation?
    oPMIs and money supply
    •Euroland equities – still attractively priced on both a relative and absolute basis?
    •The Europe debate – where fear equates to value
    •Q&A
  • Live Insight: Henderson Global Equity Income Strategy Webcast Q2 Recorded: Jul 14 2016 19 mins
    Andrew Jones
    Live Insight with Andrew Jones. Andrew will discuss the Henderson Global Equity Income Strategy.
  • Live Insight: Henderson Horizon Pan European Equity Fund Update Q2 Recorded: Jul 7 2016 53 mins
    Tim Stevenson
    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
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  • Title: Henderson Horizon Pan European Equity Fund Update
  • Live at: Jan 7 2016 2:00 pm
  • Presented by: Tim Stevenson
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