In this video, Jamie Ross, Portfolio Manager of Henderson EuroTrust, provides an update on the Trust highlighting the key factors that have affected performance, the impact of China’s regulatory clampdown and trading activity over the last 12-months. Jamie also touches on activity in the IPO and M&A markets.
Jamie Ross, Portfolio Manager of Henderson EuroTrust, discusses the Trust’s recent performance, the challenges and opportunities within the European market, and the Covid sector winners and losers over the last 12-months. Jamie also touches on the Trust’s approach to Environmental Social and Governance (ESG) issues.
David Smith, Portfolio Manager of Henderson High Income Trust, discusses the Trust’s recent performance, areas where he is finding opportunities in the UK market, and the role of bonds within his portfolio. David also touches on the outlook for UK dividends in the coming months.
Monetary and cycle considerations suggest a cooling of commodity markets but Chinese policy decisions will influence the timing of any weakness, argues Simon Ward, Economic Adviser.
Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.
Portfolio manager Oliver Blackbourn responds to the latest UK Budget, addressing the market’s concerns that higher inflation could become ingrained in the UK, and fears of lower growth over the longer term.
Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.