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Henderson Global Funds Podcast

23
Aug

Global equity income: supportive US politics and European valuations

August 23, 2016

In this latest video update, Ben Lofthouse, CFA, Co-Portfolio Manager of the Global Equity Income Fund, believes that the US Presidential candidates’ rhetoric is, overall, proving supportive towards investor sentiment and that European equities offer some attractive income opportunities. Lofthouse also looks at sectors that could benefit from the US Presidential candidates’ planned spending increase, European stocks that may not fully reflect the low interest rates across the region and the potential for dividend growth from Japanese companies, given low payout ratios.

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