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 /
» Weiterlesen
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 /
» Weiterlesen
"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 /
» Weiterlesen
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 /
» Weiterlesen
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 /
» Weiterlesen
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 /
» Weiterlesen
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 /
» Weiterlesen
"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 /
» Weiterlesen
"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 /
» Weiterlesen
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 /
» Weiterlesen
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 /
» Weiterlesen
News that Japan had won the race to host the 2020 Summer Olympics boosted shares prices the day following the announcement. Stocks considered to be beneficiaries of hosting the Olympics performed strongly, continuing a trend exhibited over the past couple of months as Japan became odds on favourites...
10.09.2013 /
» Weiterlesen
Investors are increasingly recognising that Europe is a diverse region offering plenty of investment potential. Henderson Global Investors highlights key arguments to support the case for European equities.
09.09.2013 /
» Weiterlesen
Fondsmanager des Henderson Gartmore United Kingdom Absolute Return Fund bekommt beim Sauren Fondsmanager-Rating zwei Goldmedaillen für „ausgezeichnetes Fondsmanagement“. Goldmedaillen für insgesamt sieben Henderson-Fondsmanager.
06.09.2013 /
» Weiterlesen
Over much of the last decade China has been seen as the factory to the world. Some market commentators had, however, feared the mighty Chinese dragon had been slayed following five straight quarters of year-on-year economic growth below 8%. Encouragingly, data released in recent weeks suggests the w...
05.09.2013 /
» Weiterlesen
Market volatility could persist this week as US economic data and Syrian concerns remain in focus. Eyes will be on the release of the US Employment Report on Friday. Expectations are that the unemployment rate will stay at 7.4%, although the steady pace of job creation could continue. If non-farm pa...
03.09.2013 /
» Weiterlesen
"Eurozone monetary statistics for July were encouraging from the perspective here, showing narrow money M1 rising by 1.0% on the month, more than reversing a 0.5% fall in June", so Simon Ward, Chief Economist at Henderson Global Investors.
30.08.2013 /
» Weiterlesen
Geopolitical tensions usurp tapering fears: safe haven buying helped US Treasury prices rise, and yields to fall to below 2.8% for the first time in seven sessions.
28.08.2013 /
» Weiterlesen
Konsequente Restrukturierungsprozesse innerhalb der vergangenen fünf Jahre haben dazu geführt, dass Henderson seinen Fokus auf die Kernkompetenzen richten konnte. Die in vielen Bereichen überdurchschnittliche Wertentwicklung der Produktpalette führte zu kräftigen Mittelzuflüssen im Retail-Segment un...
25.08.2013 /
» Weiterlesen
Mike Kerley, Manager des Henderson Asian Dividend Income Unit Trust und des Henderson Horizon Asian Dividend Income Fund, mit einem Update zu den jüngsten Kurseinbrüchen auf den indischen und indonesischen Kapitalmärkten.
23.08.2013 /
» Weiterlesen