The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.
Research in Action: Staying Invested Through Market Volatility
Why Sick Days Matter
Working through illness has become increasingly common in our industry, especially with the advent of remote work.
Reasons to be optimistic in the South?
After being unloved for some time, ASEAN countries look to be making a comeback. In this article, we explore some of the reasons why ASEAN markets might be better placed to deal with some of the challenges dominating the current market environment.
Global tech sector navigates a year of transition
The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
Shining a light on possible unintended risks when allocating sustainably
The Portfolio Construction and Strategy (PCS) team explore some of the unintended risks that can arise when sustainability drives asset allocation rather than being an implementation decision.
You got a trend in me: ‘Recessionary Alpha’
Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
Global Tech Sector Navigates a Year of Transition
The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
Time to take your foot off the gas stocks?
In this article, Laura Foll, Portfolio Manager of Henderson Opportunities Trust explores whether now is the time to dial down exposure to stocks.
Shining a Light on Possible Unintended Risks When Allocating Sustainably
Exploring some of the unintended risks that can arise when sustainability drives asset allocation rather than being an implementation decision.
Global tech sector navigates a year of transition
The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.