How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Assessing Inflation – Technology: The pivotal role of semiconductors
Henderson International Income Trust Fund Manager Commentary – Q2 2022
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, delivers an update on the Trust, highlighting the key drivers of performance and portfolio activity over the quarter. Ben also provides his outlook for dividends in the coming months.
The City of London Investment Trust Fund Manager Commentary – June 2022
Job Curtis, Portfolio Manager of The City of London Investment Trust, provides an update on the Trust, highlighting factors currently affecting the UK market, key drivers of performance in June, and recent portfolio activity.
How Asia measures up against the wider world
Sat Duhra, Portfolio Manager of Henderson Far East Income, discusses the key findings from the latest edition of the Henderson Far East Income Dividend Index report – highlighting how resilient dividends and profits in Asia-Pacific ex-Japan were compared to the rest of the world.
Here’s why you should consider staying invested in tech stocks
A discussion on why an allocation to technology is essential in a diversified portfolio.
Assessing Inflation – Technology: The Pivotal Role of Semiconductors
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Navigating back from bonds’ GFC moment
Jay Sivapalan, Head of Australian Fixed Interest, discusses the challenging market conditions experienced in the first half of 2022, his outlook for the period ahead and the investment strategies being employed by the team.
Anatomy of a short squeeze: causes, outcomes and lessons
What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?
Assessing Inflation – Technology: The Pivotal Role of Semiconductors
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Companies are repaying debts on a global scale
Global corporate net debt fell by 0.2% on a constant-currency basis in 2021 to 2022 to $8.15 trillion.