DIY Investor Magazine
/
Jan 2017
38
HENDERSON GLOBAL INVESTORS - MANAGERS’ 2016
PERSPECTIVE AND FORECASTS FOR 2017
Henderson fund managers look back on a year of
political and economic upheaval and consider what
impact Brexit and Trump could have on their portfolios in
2017, where the opportunities may be found, and where
the threats could be lurking.
Have bond yields hit rock bottom, what will the impact
on equities be; will interest rates and inflation start
to creep up; will President Trump’s policies prove
inflationary, what level can oil prices reach and with
elections in France and Germany what could be the
economic ramifications of political instability in Europe.
These are the opinions of those that weigh these
considerations each day as part of a company that is
entrusted with £100 billion of clients’ assets. .
John Bennett, Director of European Equities - 2017
outlook: why the ‘value’ shift favours Europe
Alex Crooke, Head of Global Equity Income– 2017
global equity income outlook.
Stuart O’Gorman, Director of Technology Equities -
expectations for global technology in 2017.
John looks back on ‘the toughest year I have known’
and believes that we are moving from ‘growth to value’
markets.
Stuart considers the ‘digitally left behind’ as people are
displaced by automation.
HENDERSON EUROPEAN FOCUS TRUST
HENDERSON GLOBAL EQUITY INCOME
HENDERSON GLOBAL TECHNOLOGY FUND
