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
In this series of views from Henderson’s Multi-Strategy team, Fund Managers Steve Cain and Mark Richardson examine the extent to which ‘Brexit’ is priced into currency options and betting markets.
Jenna Barnard, co-head of Strategic Fixed Income, discusses the dramatic drop in Japanese government bonds yields and how this is influencing investor behaviour in terms of a cross-border grab for yield.
In this series of views from Henderson’s Multi-Strategy team, Fund Manager Steve Cain discuss why fixed income markets are overly optimistic in disregarding the risks of higher inflation.
In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his long / short European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to generate a positive absolute return over the long term, whatever the market backdrop.
In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to outperform over a market cycle.
In this ‘Essentials’ video, portfolio manager Tom Ross provides an overview of the Henderson Credit Alpha strategy. Tom explains the long/short credit strategy, which aims to generate a positive absolute return over a 12-month period and provide investors with access to the team’s proven skills in credit selection without exposure to interest rate or currency risk.
In this series of views from Henderson’s Multi-Strategy team, Fund Manager Steve Cain discuss the implications of a depressed Canadian dollar, and why a gradual readjustment is likely ahead.
Jenna Barnard discusses how the retail fixed income team has adapted its investment style in response to clues about where we are in the credit cycle.
With a US rate hike expected this week, Steve Cain, portfolio manager within the Henderson Diversified Alternatives team, look at the potential impact on markets.