Can a portfolio allocation to REITs help ease client concerns around market uncertainties?
A diversification trilogy: addressing key concerns in portfolios with REITs
COP26: Reflections, Responsibility and Legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
Emerging Markets: Why then, why now?
Portfolio Manager Daniel Graña on the case for EM Equities and what led him to spend his career focused on emerging markets.
Global Natural Resources: COP26 perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP-26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Asia-Pacific – a profit powerhouse
This paper looks at how profits and dividends in the Asia Pacific region held up in 2020 compared to the rest of the world and explores the structural trends driving the region’s growth. It then goes on to examine how Henderson Far East Income Limited, an investment company managed by Janus Henderson, is looking to capitalise on the opportunities presented by these fundamental macroeconomic trends.
Is US / Chinese monetary divergence reversing?
Chinese money trends are showing signs of improvement despite the real estate crisis while a US slowdown may extend as a reduction in monetary deficit financing is not fully offset by stronger bank lending, argues Simon Ward, Economic Adviser.
COP26 week two: coal, carbon-trading and climate change funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
Why consistency matters
Despite an eventful decade that has proved unsettling for markets, The Henderson Smaller Companies Investment Trust has consistently outperformed its benchmark by looking through the noise and sticking to its tried and tested investment process. In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, explores moments that have defined the decade in Europe and reveals the ‘secret sauce’ to the Trust’s long-term outperformance.
Supply Chain Crisis Fuels Insatiable Demand for Warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.