Forward, long leading economic indicators signal what looks like a long and deep global recession into mid-2023 at a minimum.
Policy overkill … recession coming
Can you spare a quarter?
A look at patterns for stocks and bonds over the fourth quarter as well as the past impact of U.S. elections.
Can you spare a quarter?
A look at patterns for stocks and bonds over the fourth quarter as well as the past impact of U.S. elections.
What’s driving global stock markets
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, provides an update on Trust, highlighting the key drivers/detractors of performance over the quarter and recent portfolio activity. Alex also provides his outlook for markets in the coming months.
Natasha Page
Natasha Page is Director of Fixed Income ESG at Janus Henderson Investors. In this role, she is responsible for leading ESG initiatives within fixed income.
ESG hard-coded in Henderson Diversified Income’s DNA
While Environmental, Social and Governance (ESG) assessments of companies have only become a mainstay within investment processes in recent years, analyses of these risks have long been embedded in Henderson Diversified Income’s ‘sensible income’ approach. Here, we find out how the company has ESG analysis at the core of its investment process.
1 year on: Navigating Inflation through resiliency and growth
Hamish Chamberlayne, Head of Global Sustainable Equities, and Alison Porter, Portfolio Manager, look back on a year of turbulence and discuss some of the long-term growth opportunities being accelerated by the inflationary, recessionary and geopolitical challenges that we currently face.
Asia: The structural growth story remains intact
Sat Duhra, Portfolio Manager of Henderson Far East Income, talks about the performance of Asian markets year-to-date, areas where he is finding opportunities, sentiment around China, and the impact of inflation on businesses. Sat also touches on the dividend trends in the region.
Can a manager follow a value style and still be ESG?
Why we feel it is prudent to apply a value lens when investing in the ESG space.
Can a manager follow a value style and still be ESG?
Why we feel it is prudent to apply a value lens when investing in the ESG space.