Henderson’s co-head of multi-asset approaches investment strategy as a jigsaw, believing that if all the right pieces are in place it cannot be taken apart easily when unpredictable global events arise.
The yuan devaluation is reform-driven rather than export-related, says Henderson’s Charlie Awdry, and could lead to lower Chinese interest rates and backtracking on financial reforms.
China’s shadow over global markets is pushing a US interest rate rise to December, and unless it relinquishes its grip the wait could go on even longer.
Investec Wealth & Investment’s Stacey Johnson analyses five European equities funds for a variety of investment aims.
In the old Road Runner cartoons, Wile E. Coyote spent a lot of time running on air. Having run off a bridge or a cliff, he would remain remarkably buoyant for a while. Then he would look down and, of course, plummet to the floor.
Lazard Asset Management has brought in former Henderson man Léopold Arminjon to head up a new long/short European equity fund.
Crux Asset Management has announced the recruitment of Karen Zachary as chief operating officer.
At first glance, the decision by investment behemoth CalPers to more than halve the number of external managers it uses, and a survey of 102 UK advisers conducted by Investec Wealth about what they look for in a DFM partner have very little in common.
Henderson Group has bought three Australian asset managers in two separate transactions in an effort to fast track the development of the firm’s Pan Asian business.
Recent ructions in bond markets have underlined how quickly market sentiment can change, particularly with regard to interest rate expectations.
A raft of regulatory changes and a backdrop of low yield from traditional income investments means the exponential rise in the popularity of multi-asset funds is unlikely to taper off any time soon.
A new white paper produced by Henderson Global Investors has shed light on the rapid growth of multi-asset investing.
