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Results 101–118 of 118 found.

Intrigue and opportunity in Europe
by Stephen Peak of Henderson Global Investors, 10/1/12
Stephen Peak covers the ongoing story in Europe including details on the European Central Bank and its continued efforts to hold together the Eurozone. Mr. Peak comments on the will of the ?political elite? and how they have held together the Eurozone which led to the rally in southern European bonds and southern European equities. He now sees southern Europe as less risky while equities, in broad terms, are a terrific candidate asset class versus alternatives including cash and credit.

Heading into QE3
by Jenna Barnard of Henderson Global Investors, 9/17/12
Jenna Barnard comments on Fed chairman Ben Bernanke?s press conference with the announcement of open-ended quantitative easing. She provides a review of the potential effects of the announcement including its focus on unemployment and inflation, the impact on asset prices and the positive effects on equity markets, commodity markets and credit spreads.

Update on Latin American Markets
by Nick Cowley of Henderson Global Investors, 9/13/12
Nick Cowley discusses why the recent performance of Mexico and Brazil has shown that these markets are not masters of their own destiny. Mexico has performed well but recent data has been mixed. With valuations having risen to reflect Mexico's improved position, Mr. Cowley feels incrementally more cautious about Mexican stocks. In contrast, Brazilian equities have lagged this year, but there is reason for optimism with interest rates at record lows and the announcement of a new infrastructure investment program.

Financial Markets Review and Outlook
by Alex Crooke of Henderson Global Investors, 9/6/12
Alex Crooke provides comments on the financial markets so far this year and touches on where he sees potential progress in the near future. He also discusses the Henderson Global Equity Income Fund with an update on the portfolio positions.

Recent encouraging market behavior
by Bill McQuaker of Henderson Global Investors, 8/24/12
Bill McQuaker provides comments on the recent encouraging behavior of financial markets. He touches on the strength of equity markets and lower levels of volatility across most asset classes. Mr. McQuaker acknowledges that a lot of that price action has been achieved against volume numbers that by historical standards are exceptionally low. He also goes into future outlook and his three areas of interest; Europe, US and China.

European markets rally
by Time Stevenson of Henderson Global Investors, 8/20/12
Tim Stevenson, Director of Pan European Equities, provides comments on the recent rally in European markets over the past six weeks. He touches on Draghi?s unprecedented press conference ahead of the European Central Bank (ECB) meeting where he stated the ECB would do all that it can within its powers to save the euro and that ?believe me, it will be enough?. This statement, backed up by other European leaders, may have played a key part in the markets? rally.

Equity Market Update
by Graham Kitchen of Henderson Global Investors, 8/6/12
Graham Kitchen, Head of Equities at Henderson Global Investors, gives his views on why investors should have a more optimistic outlook on global equity markets, despite ongoing volatility.

Market Technicals Update
by John Pattullo of Henderson Global Investors, 7/23/12
John Pattullo, Head of Retail Fixed Income at Henderson, provides an update on market technicals and the Strategic Income Fund including recent performance details.

Second quarter review & future outlook
by David Jacob of Henderson Global Investors, 7/13/12
David Jacob, CIO, Henderson Global Investors, provides an update on the past quarter, which can be classified in general as ?risk off?, as the concerns in Europe continue.

Global market activity
by Alex Crooke of Henderson Global Investors, 7/2/12
Henderson?s Alex Crooke provides an update on markets including the proactivity to refinance banks in Europe.

Positive Greek election results change little as separately Spain continues to reel in pain
by Jenna Barnard of Henderson Global Investors, 6/25/12
Jenna Barnard, Director of Retail Fixed Income at Henderson, provides an update on what should have been positive news flow from Greece overnight, but has been shrugged off by markets. Jenna analyzes the reaction while pointing out yet another worrying development: Spanish 10-year government bond yields breached a key threshold this morning, signaling extreme stress in the sovereign's bond market, which is seemingly reaching a breaking point.

Update on European markets and upcoming political developments
by Tim Stevenson of Henderson Global Investors, 6/11/12
Tim Stevenson, Director of Pan European Equities, provides an update on the situation in Europe and touches on the upcoming elections in Greece and France. He points out that during the turmoil of the past 5-10 days, Spanish Banks have been one of the best performing sectors within European markets and that given the attractive valuation of European markets there is genuine buying taking place.

Global Market Update and Outlook
by Bill McQuaker of Henderson Global Investors, 6/2/12
Bill McQuaker provides a market update and touches on recent changes including political developments in Europe and the slowing of job creation in the US.

Update on Europe's banking and sovereign debt crisis
by David Jacob of Henderson Global Investors, 5/23/12
Henderson's David Jacob, Chief Investment Officer, provides an update on the banking and sovereign debt crisis across Europe.

Andrew Beal - 1Q Asian Market Outlook
by Andrew Beal of Henderson Global Investors, 5/11/12
Henderson's Andrew Beal, Director of Pan Asian Equities, provides an update on Asian markets year-to-date including anticipations as we approach the second half of the year.

Stephen Peak - European update
by Stephen Peak of Henderson Global Investors, 5/11/12
Henderson's Stephen Peak provides an update on recent developments in Europe and touches on the key issues that are influencing market behavior.

Strategic Income Fund update
by John Pattullo of Henderson Global Investors, 5/11/12
Henderson's John Pattullo provides an update on markets including details on stronger economic data seen year-to-date and surprises seen so far this year such as the strength of equities and credit markets. He also touches on the Henderson Strategic Income Fund and reviews recent fund management decisions.

Global Commentary: Investors Want to Gains to Continue
by Bill McQuaker of Henderson Global Investors, 2/24/12
Although the start of the year has been encouraging, significant risks remain, especially from Europe, specifically Greece as it seeks to secure the next tranche of its bailout funding. The improvement in economic data, particularly from the US, however, provides some grounds for optimism, particularly as equities, despite their recent rally, appear inexpensive. Investors will be looking to see whether the global market momentum can be maintained: January last year began on a similar positive note, only to give way to weakness later in the year as structural economic problems resurfaced.
Results 101–118 of 118 found.