Equity

?Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.

With the market already down more than 20% (the Russell 2000 lost -25.7% from its high on June 23 2015 to February 11 2016), research by Royce reveals that in eight of the nine previous bear markets within the Russell 2000, the market was up on average 17.3% over the following 12 months.

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.

In March 2016, the average daily transaction value on the Euronext cash order book stood at €7,633 million (-16.3% compared with March 2015). This is largely the result of lighter trading activity during the last two weeks of March due to the Easter holiday occurring one month earlier than 2015.

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 as they see fit.