Henderson Global Funds Podcast

Henderson Global Funds Podcast

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Henderson Global Funds Podcast episodes

  • 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

    6 min
  • 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.
    7 min
  • 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.

    3 min
  • 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.
    15 min
  • 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.
    6 min
  • 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.
    3 min
  • 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:
    3 min
  • 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:
    4 min

About Henderson Global Funds Podcast

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Henderson Global Investors is an independent global asset manager specializing in active management. We provide US investors with access to differentiated investment opportunities.