With recession and energy crisis worries, can loans continue to show resilience through the market volatility?
European loans: staying afloat amid choppy waters
![Plain sailing for floating assets in 2022?](https://www.janushenderson.com/wp-content/uploads/sites/4/featured-image-David-Milward_plain-sailing-floating-assets-2022_Jan-22.jpg?w=640)
With recession and energy crisis worries, can loans continue to show resilience through the market volatility?
Property equities offer investors a liquid, diversified, and low-cost way of accessing the global real estate market.
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
AAA CLOs may be well place to benefit from a hawkish Fed due to their ultra-low duration and floating rate coupons, competitive yields and high credit quality.
David Smith, Portfolio Manager of Henderson High Income, provides an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in October and outline recent portfolio activity.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
Why collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.
Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers an update on the Trust highlighting the key drivers of performance over the month and recent portfolio activity.