Is US GDP growth likely to turn negative over the next year?
The root of the US recession question
A bond investor’s take on Labor’s net zero commitment
Liz Harrison, Fixed Interest Analyst – ESG, discusses how the change of government could see confident commitment to net zero targets and what that means for bond investors.
More recessionary monetary news
Sharp slowdowns in nominal money growth in the US / Eurozone suggest that a real money squeeze will extend despite a likely pullback in CPI momentum, argues Simon Ward, Economic Adviser.
Global Perspectives: Opportunities from ESG Headwinds
How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.
Trust TV: Has the UK’s recovery finally arrived?
After an exceptional 2021, markets kicked off 2022 on sour note as the economic implications of the war in Ukraine and the prospect of higher interest rates to curb inflation weighed on investor sentiment. However, the UK equity market has been resilient largely driven by its high exposure to defensive sectors and companies that have directly benefited from higher commodity prices.
What’s next for UK small cap stocks?
Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, talks about how UK small caps have performed year-to-date, which segments of the portfolio have performed well, and where she is finding attractive opportunities. Laura also outlines how the portfolio may benefit from the energy transition.
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.
Investing through a paradigm shift in US mid-cap growth
What a fundamentally changed market could mean for US mid-cap growth investors.
Investing through a paradigm shift in mid-cap growth
What a fundamentally changed market could mean for mid-cap growth investors.
The Spirit of WOW EMEA
Capturing the spirit of WOW requires going beyond thoughtful gestures to meet the unstated needs of clients.