Growth investing in light of this year’s market volatility.
What is the market missing in growth equities?
US equities: Maintaining focus through a year of adjustments
What to expect after a significant reset of the US equity markets.
Higher for longer: the case for securitised assets in a higher rate environment
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.
Can a manager follow a value style and still be ESG?
After witnessing accelerating inflows from 2016, European-based ESG equity funds registered their first quarter of outflows in Q2 2022. While heightened market uncertainty has impacted the vast majority of equity strategies in 2022, it is particularly interesting to see ESG flows turn negative, having been impervious to previous risk-off moves in equity markets. It seems
Fed moves: US yield curve inversion spells recession risk
As the Fed moves into restrictive territory and indicates it will stay there for a while, yield curves flattened and recession risk rose.
Fed moves: US yield curve inversion spells recession risk
As the Fed moves into restrictive territory and indicates it will stay there for a while, yield curves flattened and recession risk rose.
Can a manager follow a value style and still be ESG?
After witnessing accelerating inflows from 2016, European-based ESG equity funds registered their first quarter of outflows in Q2 2022. While heightened market uncertainty has impacted the vast majority of equity strategies in 2022, it is particularly interesting to see ESG flows turn negative, having been impervious to previous risk-off moves in equity markets. It seems
Fed moves: US yield curve inversion spells recession risk
As the Fed moves into restrictive territory and indicates it will stay there for a while, yield curves flattened and recession risk rose.
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.
Looking beneath the surface of the UK market’s performance
Despite increasing economic and geopolitical headwinds, the UK market has been relatively resilient compared to global peers. However, beneath the surface, all is not as it seems. In this article, David Smith, Portfolio Manager of Henderson High Income, examines the performance of the UK market and asks whether now is the time to invest in cyclical stocks.