Henderson Global Funds Podcast Kimberly Gonzalez: Recent Episodes
Henderson Global Funds
Henderson Global Investors is an independent global asset manager specializing in active management. We provide US investors with access to differentiated investment opportunities.
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.
Jenna Barnard, CFA, Co-Head of Strategic Fixed Income, and John Pattullo, Co-Head of Strategic Fixed Income, give a macroeconomic overeview, current positioning and performance for the Strategic Income Fund and their 2017 outlook.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the reflation theme & why it’s too early to call an end to the bond bull market
Alex Crooke, Head of Global Equity Income, and Job Curtis, Director of Global Equity Income, give a macroeconomic overeview, current positioning and performance for the Global Equity Income Fund and their 2017 outlook.
In this short video, Matthew Beesley, Head of Global Equities, discusses the market implications of Trump’s presidential win. After an initial panic, investors are now buying some areas on price falls. He explains where he sees investment opportunities and threats.
Key points:
- Result probably confirms more bearish fears that the US economy, having been one of the world’s strongest, may be due a pause.
- The dollar could weaken, having had a strong run, if interest rate rises are pushed back.
- Rather than focus on US equities, where valuation premia are high, there could be select opportunities for investors in some emerging markets [...]
Ben Lofthouse, CFA, Portfolio Manager, notes how he & team are finding good dividend growth in the current environment
John Pattullo, Co-Head of Strategic Fixed Income, recaps the reflation narrative & why markets may be misguided
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
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.
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.
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.
Stephen Peak, Director of International Equity, gives his macroeconomic review, International Opportunities Fund and European Focus Fund updates and 2016 outlook.
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.
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.
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:
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:
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