The latest issue of the Global Snapshot provides a round-up of the main developments in economics, bonds, currencies and equity markets during October. Plus Simon Ward, Henderson’s Chief Economist, discusses the topic of UK house prices relative to rents.
18.11.2013 /
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Mike Kerley, manager of the Henderson Horizon Asian Dividend Income Fund and the Henderson Asian Dividend Income Unit Trust, looks at the potential impact of Malaysia’s budget reforms.
14.11.2013 /
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Henderson Global Investor's weekly wrap: Last week stronger than expected US data raised the spectre that the Federal Reserve (Fed) might consider tapering its asset purchases sooner rather than later. In currencies, the dollar strengthened considerably against the euro, abetted by the European Cent...
13.11.2013 /
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The European short haul airline industry has been revolutionized over the past decade, principally due to the evolution of Ryanair into a dominant force thanks to its low costs. But in the past two months, Ryanair have issued two profit warnings and seen their share price fall.
13.11.2013 /
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Seit Léopold Arminjon und John Bennett im Dezember 2012 die Verwaltung des Henderson Horizon Pan European Alpha Fund übernommen haben, hat dieser eine beeindruckende Wertentwicklung gegenüber der Benchmark erzielt – bei gleichzeitig erstaunlich niedriger Volatilität.
12.11.2013 /
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Henderson Global Investors hat das 3. Quartal 2013 sehr erfolgreich abgeschlossen. Das gesamte verwaltete Vermögen wuchs im Berichtszeitraum um 2,9 Milliarden GBP (+4,3%) auf 70,8 Milliarden GBP. Ausschlaggebend hierfür waren positive Nettozuflüsse in Höhe von insgesamt 1,2 Milliarden GBP sowie güns...
08.11.2013 /
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Mike Kerley comments on China’s banking sector, which continues to be a core play on the country’s economy, and believes the forthcoming Central Committee’s November meeting in Beijing should provide good insight in terms of banking reform and regulation.
08.11.2013 /
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It used to be the case that investors turned to automobile manufacturers as a secure, long-term option for growth. But those days have passed. In Europe, weak consumer spending and saturation of the market has sapped demand for such big-ticket items. This has left the car industry in Europe in a cat...
06.11.2013 /
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Henderson Global Investors hat Phil Apel zum Head of Fixed Income ernannt. Phil Apel wird verantwortlich für ein weltweit in Festzinsanlagen verwaltetes Vermögen von 18,3 Milliarden Pfund Sterling zeichnen.
05.11.2013 /
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Henderson's weekly wrap: Markets swung to the usual pre/post Fed meeting rhythm last week. Risk assets were buoyed in the first half on expectations of no imminent reduction in US stimulus, but then a less dovish Fed upset that view on Wednesday, resulting in a sell-off in the second half. The US do...
05.11.2013 /
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Inflation in the eurozone is below 1% on headline and core measures. The Eurozone economy remains weak and the euro is appreciating. Investors are asking what the European Central Bank (ECB) do about it.
04.11.2013 /
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Matthew Beesley, Head of Global Equities at Henderson Global Investors, discusses how the financial landscape has changed five years after the global financial crisis.
31.10.2013 /
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Henderson's Global Equities Team recently spent a few days in Spain meeting with the country’s largest banks, the central bank, the ‘bad bank’ as well as some other government economic agencies. Consistent from all, was a growing confidence that the Spanish economy was recovering.
30.10.2013 /
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Brazilian equities have suddenly outperformed after trailing for a large part of the year. Since the end of August Brazil’s stock market has outperformed all other countries in the Latin America universe and has also widely outperformed the broader global and emerging market (EM) equity indices.
29.10.2013 /
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"Overall, with GDP growth in the third quarter picking up to 7.8% (year-on-year), the prospect of a hard landing for the Chinese economy seems highly unlikely", says Michael Kerley, manager of the Henderson Asian Dividend Income Unit Trust and the Henderson Horizon Asian Dividend Income Fund.
28.10.2013 /
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Henderson Global Investors hat Rob Gambi zum Chief Investment Officer ernannt. Investmentkapazitäten im Fixed-Income Bereich sowie Ressourcen in den USA und Asien sollen dadurch erweitert werden.
22.10.2013 /
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Henderson Global Investors weekly wrap: "China’s economy expanded by 7.8% year-on-year (yoy) in Q3 on stronger exports and solid domestic demand, a sign that the economy may not be heading for a hard landing."
22.10.2013 /
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