Secured loans markets have experienced fairly calm conditions in early 2022, notes David Milward, Head of Loans, while sharing his expectations for the rest of the year.
North/South Divide
As the global economy slowly reopens, the recovery and pace of growth have not been uniform across the Asia Pacific region. North Asian countries have outperformed those in the South – creating a North/South divide. In this article, Mike Kerley and Sat Duhra, Portfolio Managers of the Henderson Far East Income Trust, explore some of the factors that have led to this divergence in performance.
Global Sustainable Equity
UK equities – the ultimate value market?
Portfolio manager Indriatti van Hien discusses why undervalued UK stocks have never looked more compelling.
ABS quick view: Tower Bridge draws a crowd for the new year
European securitisation markets are out of the blocks in 2022 with multiple asset-backed securities (ABS) transactions set to price throughout January. Ian Bettney, Portfolio Manager, provides a quick view on the Tower Bridge transaction.
Equity rotation consistent with liquidity squeeze
Simon Ward, Economic Adviser, argues that recent market moves should not be read as endorsing economic optimism.
The case for emerging market equities
The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.
Henderson European Focus Trust
Portfolio Managers of the Henderson European Focus Trust, Tom O’Hara and John Bennett, 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.
Why Style and Quality Matter
In a market environment characterised by uncertainty and record low yields, some investors have leaned towards riskier segments of the market. However, at what cost? This article looks at how investors have navigated the testing market in the hunt for yield and how the Henderson Diversified Income Trust has stuck to its tried and tested investment approach to produce a consistent, stable, and sensible income for its shareholders.
Fund Manager December 2021 Commentary – Henderson European Focus Trust
John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and any changes made to the portfolio.