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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Water scarcity remains a global issue as economic growth and development drive the demand for clean and useable water. Population growth, urbanisation, agriculture, industry, climate change and uneven distribution all impact upon water usage, quality and waste.
18.10.2013 /
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Seit der Finanzkrise ist die Kreditaufnahme der US-Regierung so rasant gestiegen wie seit der Großen Depression nicht mehr. Zur gleichen Zeit sind die Anleiherenditen auf ein beispiellos niedriges Niveau gefallen. In einer aktuellen Ausgabe von THINK/Bonds beschäftigt sich Henderson Global Investors...
16.10.2013 /
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Im November letzten Jahres begann John Bennett, Head of European Equities und Fondsmanager des Henderson Gartmore Continental European Fund, wieder stärker in Banken zu investieren. Mittlerweile sind Aktien von Geldinstituten im Fonds leicht übergewichtet. Im Folgenden erläutert Bennett, warum er s...
14.10.2013 /
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On 1 October, at a risk management conference in Portugal, the US Chicago Board Options Exchange (CBOE), owner of the biggest US options market, unveiled a new risk gauge: the CBOE S&P 500 Short-Term Volatility index (VXST).
10.10.2013 /
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Henderson Global Investors: "Should the government shutdown drag on, US markets will become increasingly nervous, pointing to an increase in risk aversion. Investors are still hoping that Congress will be able to avoid a US default by agreeing to raise the $17 trillion debt limit by 17 October."
08.10.2013 /
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"While most European property markets have experienced widespread upheaval over the last five years, Sweden has stood out as the shining light in the sector, providing investors with consistent and stable returns", sagt Guy Barnard, Manager des Henderson Horizon Global Property Equities Fund und des...
07.10.2013 /
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Japanese prime minister Shinzo Abe confirmed that the much heralded increase in value-added tax (VAT) will go ahead as planned next April rising from 5% to 8%. Such news does not come as a surprise given that the recent gross domestic product (GDP) figures, a measure by which the government had said...
02.10.2013 /
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Global equities suffered last week as the political stand-off at Capitol Hill threatened a US government shutdown. Congress has just hours to resolve its differences about the budget for the new fiscal year, which begins on 1 October.
01.10.2013 /
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Welche Auswirkungen hat das Ergebnis der Bundestagswahlen auf Europa und europäische Aktien? Tim Stevenson, Manager des Henderson Horizon Pan European Equity Funds, kommentiert.
24.09.2013 /
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Mittwochabend sorgte die US-Notenbank (Fed) für eine handfeste Überraschung, denn sie ließ die Gelegenheit verstreichen, ihre Anleihekäufe im Rahmen des quantitativen Lockerungsprogramms zurückzufahren. Welche Anlagen konnten von dieser Entscheidung am stärksten profitieren?
20.09.2013 /
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"Mexico continues along the path to reform with President Enrique Pena Nieto recently presenting the government’s fiscal proposals. Labour, education, telecom, financial and energy bills are already at various stages of the legislative process", says Nicholas Cowley, Investment Manager, Global Emerg...
19.09.2013 /
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"Central bank actions have arguably been the single most important driver of market performance since 2009", sagt Bill McQuaker, Deputy Head of Equities bei Henderson Global Investors.
17.09.2013 /
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Das mysteriös-bezeichnete "Schattenbanken-System" hat in den letzten Jahren viel Aufmerksamkeit der Medien auf sich gezogen. Rückt diese Industrie nun auch verstärkt in den Fokus der Regulatoren?
13.09.2013 /
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Equities globally ended last week higher. Despite a nervous start given geopolitical tensions, manufacturing surveys in the US, UK and China were supportive.But will the feelgood factor continue in markets this week?
11.09.2013 /
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