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.
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.
John Pattullo, Co-Head of Strategic Fixed Income, offers his views on credit markets and the prospects for the global economy.
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.
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.
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 is a Portfolio Manager on the Global Smaller Companies and European Equities Teams at Janus Henderson Investors, a position he has held since 2009.
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.