Henderson Global Funds Podcast header image 1

Henderson Global Funds Podcast

27
Oct

Europe – the next catch-up trade?

John Bennett, Head of European Equities, explains why he believes Europe could be the catch up trade of the coming months. While John highlights a number of risks to this view, he points to how out of favor Europe has become and the potential for the region to outperform some of this year’s ‘in fashion’ asset classes. John also questions whether a shift in inflation expectations will lead to a change in market leadership and potentially the renaissance of value stocks

00:0000:00
24
Oct

Global equity income: Third quarter update and outlook

In this latest video update, Alex Crooke, Head of Global Equity Income and Ben Lofthouse, CFA, Co-Manager of the Henderson Global Equity Income Fund, provide an update on the Global Equity Income Fund. Crooke recaps recent market trends and how they have affected the Fund’s performance. He notes that the reversal in bond yields has had a clear impact on equity markets and explains why they have been increasing the Fund’s exposure to financials and energy. Lofthouse provides his market outlook and discusses why the team is cautiously optimistic.

00:0000:00
24
Oct

An introduction to the Henderson Global Technology Fund

In this video, Stuart O’Gorman, Director of Technology Equities, provides a brief overview of the Henderson Global Technology Fund. He discusses the attractiveness of tech stocks as an asset class and also introduces two key themes running through the strategy – internet advertising and paperless payments.

As of 9/30/16, Alphabet (Google) is 9.9% of the Fund and Facebook is 6.9% of the Fund. Netflix is not held by the Fund.

00:0000:00
20
Oct

International Equities Update

Stephen Peak, Director of International Equities and Lead Portfolio Manager of the International Opportunities Fund, gives his thoughts on the international market and provides us with an update on the International Opportunities Fund.

00:0000:00
23
Sep

National Sales Call with Stephen Peak

Stephen Peak, Director of International Equity, gives his macroeconomic review, International Opportunities Fund and European Focus Fund updates and 2016 outlook.

00:0000:00
1
Sep

Emerging Markets: contrarian thinking

In this video interview with Gary Corcoran of Last Word Media, Glen Finegan, Head of Global Emerging Market Equities, explains why less popular regions often provide some of the most attractive long term stock picking opportunities and why managing risk remains a key driver of his investment approach.

00:0000:00
23
Aug

Global equity income: supportive US politics and European valuations

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.

Watch Now:
23
Aug

AUDIO ONLY: Global equity income: supportive US politics and European valuations

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.

Listen now:
00:0000:00
23
Aug

AUDIO ONLY: What is the Henderson Global Dividend Study?

The Henderson Global Dividend Study (HGDS) is a long-term study into global dividend trends, and is the first of its kind. It is a measure of progress that global firms are making in paying their investors an income on their capital. It analyses dividends paid every quarter by the 1,200 largest firms by market capitalisation. https://www.henderson.com/uspi/Campaign/9/henderson-global-dividend-study-august-2016

Listen now:
00:0000:00
23
Aug

What is the Henderson Global Dividend Study?

The Henderson Global Dividend Study (HGDS) is a long-term study into global dividend trends, and is the first of its kind. It is a measure of progress that global firms are making in paying their investors an income on their capital. It analyses dividends paid every quarter by the 1,200 largest firms by market capitalisation. https://www.henderson.com/uspi/Campaign/9/henderson-global-dividend-study-august-2016
Watch Now: