Sat Duhra, Portfolio Manager of Henderson Far East Income highlights what the Year of the Rabbit could bring for investors.
What will the year of the rabbit bring for China’s investors?
JH Explorer in Chile: Supplying the metals for decarbonisation
A visit to copper and lithium mines in Chile suggests that strong demand coupled with limited supply should continue to underpin prices.
Reconciling the market rally with a cooling economy
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
Lowland Investment Company plc
In the Lowland Investment Company plc AGM presentation, Portfolio Manager James Henderson and Assistant Client Portfolio Manager Olivia Vernall, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Credit Risk Monitor: Risk is back on
As yields have improved, corporate credit has become attractive, but the economic outlook is uncertain. What should investors consider?
Credit Risk Monitor: Risk is back on
Despite a risk on start to 2023, the economic outcome remains uncertain. We discuss the signposts we are looking for to suggest a turn in the credit cycle.
Healthcare: Boosting your defences?
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.
Dividend-paying stocks can provide relief in times of uncertainty
Prospects for global dividends in the weaker economic environment.
Henderson Far East Income Limited
In this AGM presentation, Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income Limited, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Global Perspectives: Seeking to mitigate risk with Alternatives
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?