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2017: Supportive Backdrop for Global Equities
by Matthew Beesley of Henderson Global Investors, 12/21/16

Matthew Beesley, Head of Global Equities, believes that the impact of technology and an ageing population are likely to be the key themes shaping global equity markets in 2017, while the incoming US President’s planned shift to fiscal stimulus should be supportive for global equities.

Opportunities in International Equity Markets
by Matthew Beesley, CFA, Head of Global Equities of Henderson Global Investors, 7/30/15
Matthew Beesley, CFA, Head of Global Equities, provides an update on the International Select Equity Fund’s strategy and overall market outlook for the second half of 2015. Beesley comments on how well positioned the international markets appear to be relative to the challenges that the US may be facing soon. Further, he notes that he is finding significant opportunities in both European and Japanese markets while having an increased interest in the Emerging Markets.

Global macro update: Risks and opportunities for early 2015
by Matthew Beesley of Henderson Global Investors, 1/26/15
Matthew Beesley provides an update on global risks and opportunities for early 2015. In general, a good environment for equities is often one in which corporate profitability is growing, and corporate profitability is likely to be growing when GDP growth is present in the world. With a forecast for 2015 of GDP growth globally at 3%, Matthew suggests there are many attractive companies that may deliver decent earnings growth; particularly those companies that have valuations priced for a more disappointing outlook. Matthew seeks to offset risks to the downside by selecting companies where that
3 results found.