<p>In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks and examines key risks and opportunities for global equity income investors.</p>

In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks and examines key risks and opportunities for global equity income investors.

What are the key factors shaping global equity income investing?

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

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What are the key factors shaping global equity income investing?

What are the key factors shaping global equity income investing?