The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.
Starting ahead with a strong yield
Henderson European Focus Trust plc
In this AGM presentation, Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust plc, 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.
Vicki Cohen
Vicki Cohen is an Associate Analyst at Janus Henderson Investors, a position she has held since 2020 and is responsible for covering the health care sector. Prior to joining the firm, and between her university studies, she spent the summer of 2019 as an equity analyst intern at First Trust Portfolios. Before that, she was
Tim McCarty, CFA
Tim McCarty is a Research Analyst on the Health Care Sector Research Team at Janus Henderson Investors, a position he has held since 2020. Before joining the firm, Tim was at JPMorgan Asset Management from 2015, most recently as a research analyst focused on health care from 2017. He was a research associate at Guttridge
Vish Sridharan, MD
Vish Sridharan is a Research Analyst on the Health Care Sector Research Team at Janus Henderson Investors, a position he has held since 2022.
Why Asia is the best place to find growing dividends
In this episode of Trust TV, we speak with Mike Kerley, Portfolio Manager of Henderson Far East Income, to discuss how he navigated the challenges of 2022, the reopening of China, how businesses are managing higher input costs, and the dividend outlook for the Asia Pacific region.
China’s net zero pledge holds opportunity for emerging markets investors
Why we believe China’s pledge to achieve carbon neutrality by 2060 is credible.
Treading carefully: a balancing act for 2023
As we enter a new era characterized by structurally higher rates and fresh discounts across major global asset classes, investors will need to tread carefully. In our Trends and Opportunities webcast, Janus Henderson’s Portfolio Construction and Strategy team will provide perspective on current market conditions and offer potential portfolio solutions for this new investing paradigm.
Test
Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust discusses the half-year results, including the key drivers of performance, changes made to the portfolio and investing in sustainable companies. Ollie also provides his outlook for European smaller companies.
Why British company reports and accounts make me optimistic
James Henderson, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the great stories to be found in reports and accounts.