Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the complexities and opportunities for the coming year.
Exchange Traded Funds – PI Carousel
Q&A: Year in Review – Henderson High Income Trust
A common misconception about UK smaller companies is that they are limited to struggling, domestically focused businesses. Three new additions to The Henderson Smaller Companies trust portfolio tell a different story…
Market GPS Webcast
Watch our investment outlook webcast that took place on Thursday 5 December, which explored market expectations and portfolio implications for 2025.
Where are markets headed in 2025? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning?
In our Market GPS investment outlook webcast you will hear our equity, fixed income, and portfolio construction experts discuss what they think are the key considerations for navigating markets in 2025.
Meet the super six stocks outpacing the Mag 7
The UK market may not be known for its dynamism, but its shareholder-friendliness has stood out over the last three years. Here, we discuss how this has impacted Henderson High Income…
Following a transformative year for Japanese equities, what lies ahead for 2025?
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
Are the political winds shifting in favour of bond investors?
Jenna Barnard believes political upheaval may lean in favour of bonds.
Resilient emerging markets debt faces US policy uncertainty in 2025
The emerging markets debt hard currency team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
Favorable winds: 2025 presents opportunities for asset allocators
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
Quick View – The Fed decision: Higher growth comes at a price
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.