Monetary trends are signalling a major recession and 2023-24 inflation reversal, warranting a halt to ECB tightening plans, argues Simon Ward, Economic Adviser.
Eurozone money update: from bad to worse
Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
How do you fit a balanced fund into a balanced portfolio?
Introducing the potential benefits of balanced fund(s) to investors’ portfolios.
Got Your Back? Europe’s Fragmentation Problem
The European Central Bank (ECB) has announced its bid to tame inflation, but could tightening monetary policy at this point usher in different risks?
European Equities: Do Not take a Binary Approach
Why investors should not take a binary view on the value/growth debate.
Global Structured Debt Insight – June 2022
The June edition of the Global Structured Debt Insight is available now. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.
Next – the evolution of a high street retailer
David Smith, Portfolio Manager of the Henderson High Income Trust, provides his insights into one of the Trusts’ long-term holdings – Next.
Maintaining Focus in Challenging Markets
Doug Rao discusses what he views as key themes investors should be aware of in a changing market environment.
Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.