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Henderson European Equities Quarterly Update

On 4 February 2016 at 15:00 CET, John Bennett, manager of the Henderson Gartmore Continental European Fund and the Henderson Gartmore Pan European Fund, will deliver his quarterly update, providing an overview of his investment strategy, covering performance and portfolio thematics, as well as some insight into some of the main challenges and opportunities he sees ahead for European equities investors.
Recorded Feb 4 2016 37 mins
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John Bennett
Presentation preview: Henderson European Equities Quarterly Update

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  • Live Insight: Henderson Horizon Global Natural Resources Fund Update Jan 10 2017 9:00 am UTC 60 mins
    David Whitten
    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.
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    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
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    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
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  • 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.
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    Nick Sheridan
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    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
  • Where are the dividend growth opportunities? Recorded: Jul 7 2016 34 mins
    Jane Shoemake
    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
  • UK Absolute Return 'Question Time' Recorded: Jun 7 2016 48 mins
    Luke Newman
    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.
  • Live Insight: Henderson Horizon Global High Yield Bond Fund Update Recorded: May 24 2016 34 mins
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    On Tuesday 24th May, Kevin Loome will provide a fund update for the Henderson Horizon Global High Yield Bond Fund
  • Live Insight: Henderson Global Care Growth Fund Recorded: May 10 2016 46 mins
    Nick Anderson and Hamish Chamberlayne
    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.

    Key points
    •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
Talented investment managers sharing a common investment philosophy
Henderson Global Investors live and on-demand webcast channel

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  • Title: Henderson European Equities Quarterly Update
  • Live at: Feb 4 2016 2:00 pm
  • Presented by: John Bennett
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