How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.
Global Perspectives: Opportunities from ESG headwinds
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
Global Perspectives Podcast: Sustainable investing in clean technologies
A transformative synchronised investment boom into clean technologies is underway in the US and beyond. Adam Hetts talks to Hamish Chamberlayne and Aaron Scully from the Global Sustainable Team.
Opposing Forces Copy
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
Diversity is the key to weathering market volatility
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, provides an update on the Trust -covering performance over the last financial year, dividend trends playing out in 2022, and why diversification is essential to navigating complex market environments. Ben also touches on the changes made to the Trust.
What is the bond market telling us?
Nicholas Ware, Co-Portfolio Manager of Henderson Diversified Income Trust, talks about the challenges being faced by fixed income investors, what the bond market is telling us about a potential recession, and the integration of ESG within fixed income.
Investing through a paradigm shift in US mid-cap growth
What a fundamentally changed market could mean for US mid-cap growth investors.
Absolute return in an inflationary world
Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.
The root of the US recession question
Is US GDP growth likely to turn negative over the next year?