How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.
Long-term trends in EM: taking the lead in innovation
Another step towards policy tightening – with a caveat
Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.
Another step towards policy tightening – with a caveat
Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.
Another step towards policy tightening – with a caveat
Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.
Inflation lessons from the 1970s
Policy laxity in the mid-1970s allowed high inflation to become entrenched but central banks have already engineered an effective tightening and money trends suggest that planned rate hikes will result in overrestriction, argues Simon Ward, Economic Adviser.
30 years in the making – Sustainable Thematic Equities
Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies. They look at the latest developments within the field, the new strategies and long term outlooks.
Henderson Opportunities Trust
Portfolio Managers of Henderson Opportunities Trust, James Henderson and Laura Foll, deliver the 2022 Annual General Meeting presentation to shareholders. They cover the Trust’s performance over the last financial year and portfolio activity over the period.
Another Step toward Policy Tightening – with a Caveat
We caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
The balancing act: navigating central bank policy divergence
The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures. Investors face a similar balancing act in navigating the central bank policy divergence that is set to characterise 2022 and beyond.
‘Swissie’ causing headaches for its central bank
The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?