Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Australian economic view – January 2022
‘High conviction’ for a reason
John Bennett and Tom O’Hara, portfolio managers of The Henderson European Focus Trust, believe that running a concentrated portfolio is one of the best approaches to building strong long-term returns, but only if stock picking is central to the process and underpinned by rigorous research. Here, we look at why.
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
Fund Manager November 2021 Commentary – Henderson EuroTrust plc
Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers his monthly commentary highlighting how the Trust performed in November, the key drivers/detractors from performance, and touches on recent portfolio activity.
Still Think High Inflation is Transitory?
Exploring inflation-hedging assets in preparation for the end of the Great Moderation
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
The Basics Of ESG Investing
Learn the basics of environmental, social, and governance (ESG) factors and how they are impacting the investment landscape.
A Multipronged Approach to Navigating Inflation and Rising Interest Rates
John Kerschner discusses how the Multi-Sector Income Fund can help investors navigate concerns about the impact of inflation and rising interest rates.
Emerging market debt: A pivotal year for China
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.