A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Quick View – The Fed decision: Higher growth comes at a price
Global Perspectives: U.S. Investment Outlook 2025
Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
What our three new stocks tell us about UK smaller companies: The Henderson Smaller Companies Trust
A common misconception about UK smaller companies is that they are limited to struggling, domestically focused businesses. Three new additions to The Henderson Smaller Companies trust portfolio tell a different story…
More lights are turning green for listed real estate in 2025
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
Diversity and Inclusion – Beyond gender
Liz Harrison, Fixed Interest Strategist – ESG in the Australian Fixed Interest team, showcases how the financial sector can contribute to building a more equitable society and takes a closer look at the innovative financial mechanisms, such as social bonds, that aim to bridge the gap in inclusion and social diversity.
A US small-cap awakening: Positive momentum for 2025
Jonathan Coleman outlines why he believes renewed strength in small caps can carry over into the new year.
Greater market rationality favours absolute return strategies in 2025
Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
Quick View: Expectations ahead of Ofwat final determination for UK water sector
Expectations ahead of the outcome of the regulatory review on the water sector.
All systems CLO: Fixed Income Opportunities in 2025
CLOs (Collateralised Loan Obligations) have caught the attention of many investors amid their attractive yields and diversification potential, as well as due to the positive fundamental and technical backdrop for the sector.
Secular growth drivers align for emerging market equities
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.