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.
Fintech jargon buster
Two at the helm: new co-manager of the Henderson Horizon Pan European Equity Fund
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
Essentials: The Asian Dividend Income Strategy in three minutes
In this ‘Essentials’ video, Sat Duhra provides an overview of the Henderson Asian Dividend Income Strategy that he co-manages with Michael Kerley. The strategy is designed to capture the strong income and dividend growth potential of Asian equities.
Oportunidad global
Alex Crooke, director de Renta Variable Global, analiza las oportunidades generales de crecimiento en el sector, así como las tendencias y perspectivas de los dividendos.
Buy investment grade, wear diamonds
John Pattullo, Co-Head of Strategic Fixed Income, offers his views on credit markets and the prospects for the global economy.
Creative disruption: a shifting investment backdrop
Arjun Bhandari, Analyst within Henderson’s Strategic Fixed Income Team, looks at several disruptive trends in the economy and how their interaction may be contributing to the current low growth, low inflation environment.
Impact investing: doing well, doing good
Nick Anderson and Hamish Chamberlayne, co-managers of Henderson’s global equity sustainable investment strategy, discuss the rise of impact investing and why it could be a fundamental force for positive change.
Essentials: European value strategy in three minutes
In this ‘Essentials’ video, Nick Sheridan outlines his value-focused European equities strategy, designed to identify larger European companies listed in, or operating in, core European markets. His differentiated process focuses on businesses with stable margins and high barriers to entry, and which he believes have been fundamentally mis-priced by the market. Nick covers:
• Value investing – the power of compounding
• Core Europe – uncovering opportunities in the region
• Quality stocks on a discount to book price
• Value in prospective growth
Nick Sheridan
Nick Sheridan is a Portfolio Manager on the Global Smaller Companies and European Equities Teams at Janus Henderson Investors, a position he has held since 2009.
Essentials: the Global Equity Income Strategy in three minutes
In this ‘Essentials’ video, Andrew Jones provides an overview of the Global Equity Income Strategy that he co-manages with Ben Lofthouse. The strategy is designed to offer a blend of capital and income growth from dividend-paying companies over the long term, and may be suitable for investors looking for a diversified portfolio spread across countries