2022 was not the year that economists predicted. What was forecast to be a year of steady economic recovery following the pandemic was instead a year in which war returned to Europe. This brought significantly higher-than-expected inflation driven by higher energy prices, putting material pressure on real household disposable income and indirectly adding to disruption
The contrarian in the room
John Bennett, Portfolio Manager of the Henderson European Focus Trust, talks about investing in oil during the ESG movement, how it felt going against the grain, the factors that contributed to the build-up in the energy allocation, and the role these companies could play in the energy transition.
UK equities – reasons for optimism in 2023
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
Gonzalo Munoz
Market shifts break ground for new mid-cap growth leaders
Brian Demain explains why new mid-cap growth leaders can emerge as some of the excesses of previous years have been reduced in the market.
Short-duration bonds in 2023: Staying cautious amid uncertainty
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
Sizing up small-cap growth for 2023
In his market outlook, Jonathan Coleman explains how a changed backdrop could shape small-cap growth equities in 2023.
Global Technology in a slowing economy: Better positioned than you think? Copy
A slowing economy and continued market volatility may turn out to be an opportunity for tech investors.
Global tech in 2023: An opportunity for the strongest businesses Copy
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Plan Talk: Best of 2022
A discussion of the noteworthy stories and trends that impacted the retirement plan industry last year.