Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.
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The third edition of the Global Structured Debt Insight is now available. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.
Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.
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Tom O’Hara and John Bennet, Portfolio Managers of Henderson European Focus Trust, deliver an update on the Trust highlighting the key drivers of performance and outline recent portfolio activity. Tom and John also touch on the Russia/Ukraine conflict.
A little over a week on from the beginning of the conflict, Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust, explores how markets have reacted.
Charles-Henri Herrmann is Head of Sales France and BeNeLux at Janus Henderson Investors, a position he has held since 2020.
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.