In this episode, Andrew Chiguri and Tom O’Hara, Portfolio Manager of Henderson European Focus Trust, reflect on 2021 and how the Trust navigated the tricky market environment. Tom also touches on the outlook for the coming year and highlights the key factors that might affect stock markets in 2022.
Will markets continue to be at the mercy of COVID-19 variants? Portfolio manager Robert Schramm-Fuchs considers the challenges posed to monetary policymakers and growth expectations by the pandemic in 2022.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.
In this 3-minute video, Portfolio Managers Denny Fish and Doug Rao describe how they separate hype from reality, by investing in the building blocks that enable innovation and power the virtual worlds of tomorrow.
Portfolio Managers of Henderson Far East Income Limited, Mike Kerley and Sat Duhra, 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.
Jim Cielinski, Global Head of Fixed Income, discusses the positive shift in two long-term credit cycle indicators.