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April 2016

Strategy Five reasons why value will be back with a vengence

Mark Donovan, David PyleValue investors have had a rough ride over the past 18 months, but the tide may now be turning due to five major catalysts, says US fund manager Mark Donovan.

April 2016

News Killer Quarter Has Hedge Funds down 2%

During the first quarter of 2016, hedge funds suffered a 2% drawdown according to the Lyxor Hedge Fund index. Across hedge fund strategies, CTAs and Merger Arbitrage have been the only segments of the industry being able to post returns in positive territory in (...)

April 2016

Note German life insurers hope for respite as investment yields scrape floor

With no sign of a tightening in European monetary policy, low investment yields will continue to put pressure on German life insurers, many of whom sold overgenerous life policies even as signs were emerging that the European economy was entering a prolonged period of (...)

April 2016

Opinion Brexit: the European equities view

Three of Henderson’s European equities fund managers give their views on the implications of the UK potentially leaving the European Union. The Henderson European equities team share resource and ideas but are free to implement their views within their individual portfolios (...)

April 2016

Opinion ‘Brexit’: Positioning for uncertainty

“A UK exit from the European Union would in all likelihood damage the UK’s world standing, throw into question the European project and have the potential to generate a global shock that would spark significant volatility across risk assets,” says Ariel Bezalel, manager of the (...)

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