Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?
In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson China Opportunities Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• Why invest in the fund?
Since June, US 10-year Treasury yields have risen and developed economies have witnessed a reflationary uptick, while markets have focused heavily on the next US rate hike in December as well as the prospects of imminent fiscal expansion. John Pattullo, Co-Head of Strategic Fixed Income, believes markets may be getting a little carried away by the reflation narrative.
Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast changing world. In this, the second of a two part series, Dr Redmond explains the implications for global businesses of aligning themselves with the values of Generation Y. He explores the importance of ‘authentic’ experiences and reveals the three key messages that businesses need to heed to attract and retain Generation Y.
In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.
In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund – why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.
Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.
Within the ‘fintech’ Future Trends theme there are a number of widely-used terms that are interpreted in different ways. Here we provide a high-level summary of what these mean.
In this video, European equities manager Tim Stevenson introduces his new co-manager James Ross. They discuss what the addition of a co-manager means for the fund, and summarise their thoughts on the current challenges and opportunities for Europe’s quality growth companies. This video was recorded on 06 September 2016.
The video covers:
• Team change
• Why add a co-manager?
• James Ross background
• What attracted James to the position?
• Will the investment process change?
• Opportunities and challenges ahead