Opinion
Opinion,
March 2016
High Five
Stephen Mitchell, Head of Strategy, Global Equities explains why Cheung Kong Infrastructure, Pernod Ricard, Merlin Entertainments, ADP and Pfizer can currently be found in his portfolio.
Opinion,
March 2016
Impressive rebound in risky assets
Although, panic has faded, growth outlook is still uncertain. Patrick Moonen, Principal Strategist Multi Asset at NN IP and Valentijn van Nieuwenhuijzen Head of Multi Asset at NN IP, have downgraded equities to neutral (...)
Strategy,
March 2016
European equities: volatility equals value opportunities
Nick Sheridan, manager of the Henderson Horizon Euroland Fund and Henderson Horizon Pan European Dividend Income Fund, explains why recent market volatility and uncertainty is to be welcomed for the long-term opportunities it (...)
Opinion,
March 2016
The European Central Bank (ECB) have very much taken the ‘kitchen sink’ approach
According to Mitul Patel, Head of Interest Rates, Henderson Global Investors, The European Central Bank (ECB) have very much taken the ‘kitchen sink’ approach, surprising market expectations in a variety of ways...
Opinion,
March 2016
Draghi fires bazooka, but we are still waiting for the cavalry
According to Keith Wade, Economist and Head of strategy at Schroders, Mario Draghi succeeded in surprising markets with his latest salvo, but needs the support of governments and fiscal policy to win this fight.
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Equities head for choppy ride as higher yield market takes hold