Luca Poltronieri
Exploring the science – and business – of biotech
A discussion on potential investment opportunities in health care despite a record sell-off in small- and mid-cap biotech stocks.
Private vs. listed property pricing disconnect signals opportunities
A dispersion in returns between private and public real estate is strengthening the case for listed property.
Henderson European Focus Trust
This research explores the macro and micro economic factors currently affecting European markets, how Portfolio Managers John Bennett and Tom O’Hara are utilising their style agnostic investment approach to navigate a challenging market environment, and why European markets could offer a compelling proposition.
Henderson Opportunities Trust – Staying the contrarian course
This research explores the macro and micro economic factors currently affecting UK markets, such higher inflation and interest rates, the performance of HOT and how Portfolio Managers Laura Foll and James Henderson are navigating a challenging environment.
Henderson High Income – Last man standing
This research explores the macro and micro economic factors currently affecting UK markets, such as elevated inflation and higher interest rates amid a cost-of-living crisis. It also looks at how Portfolio Manager David Smith is navigating these challenges, and how the portfolio is positioned to cope with market uncertainty.
Harry Schmidt – EXPIPRED LEFT FIRM 11/25/22
Harry Schmidt is a Sustainability Analyst on the Global Sustainable Equities Team at Janus Henderson Investors. Prior to joining the firm in 2022, Harry was an ESG research and strategy associate consultant at KKS Advisors from 2020. Harry holds a first class BSc degree in economics from the University of Manchester and an MSc in
Private vs. listed property pricing disconnect signals opportunities
A dispersion in returns between private and public real estate is strengthening the case for listed property.
Why US equities now?
Can U.S. equities still play an important role in a balanced portfolio, given inflationary pressures and the uncertain economic outlook?
Bernd Riedel
