Alexandre Jaussaud
Equities Investment Outlook: Follow the data, not the drama
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Fixed Income Investment Outlook: Ingredients in the mix for a more appetising 2023
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
Alternatives Investment Outlook: The scale of change demands a different mindset
Explore the opportunity for alternatives investing following a year that tested the resilience of traditional strategies built around ‘core’ asset classes.
ESG Investment Outlook: Sailing through rough seas in 2023
ESG investing faced headwinds in 2022, leading to questions about its future role. We believe ESG will remain a crucial consideration for investors.
Adjusting to an uncertain market environment
Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, provides an update on the investment company highlighting the key drivers of performance and the reasoning behind the energy allocation. Tom also touches on the threat of nationalisation and windfall taxes on energy companies
COP27 – 10 key takeaways for investors
Adrienn Sarandi, Head of ESG Strategy & Development, highlights her thoughts after attending the COP27 climate talks in Egypt.
Global investment grade: a bumpy road to pivot
Calling the inflection point that signals the next leg of the cycle – the policy pivot – is the crux for markets. But what else do investors need to consider as we look to 2023? James Briggs explores.
Sinking sentiment: When a bad mood is good news for markets
Sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?
Tony Cesar
