Considering small caps for a potential shift in market leadership.
Factors aligning for small-cap leadership
Client experience for the modern financial professional
Actionable steps to help advisors take charge of their client experience (CX).
Anatomy of a Good Company: Hermes
Jamie Ross, Portfolio Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of one of the most prestigious luxury brands – Hermes.
Myron Scholes on Time: Trust and constraints
Trust is a key factor in investment management, and the cost of monitoring and constraining the investment managers is high.
Fishing for yield in AAA CLOs and MBS
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
JH Explorer in Brazil: A changed Lula in search for growth
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
Mortgage-backed securities: Priced for imperfection?
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets.