John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.
European equities: will inflation be transitory for longer?
Global Perspectives: ESG Is More than a Score
A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
Anatomy of a good company: Allfunds
David Barker, Research Analyst of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of Allfunds, one of the world’s leading weatlhtech companies.
Anatomy of a ‘good’ company
David Barker, analyst on the Pan European Equity Strategy managed by Jamie Ross, considers the detailed research process underpinning stock selection.
Global Perspectives: ESG Is More than a Score
A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
Still no recovery in global real money growth
Global monetary trends remain downbeat while signs of an easing of supply constraints may indicate a peak in the stockbuilding cycle, argues Simon Ward, Economic Adviser.
Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients
Despite her background in finance, the author explains why she can relate to many of the challenges female investors face.
The growing importance of active management in sustainable investing
A discussion of the potential benefits that can be realized in returns, risk management and the ability to influence companies’ sustainability practices through active engagement.
The right side of disruption
Disruption and innovation are accelerating. We help you harness the power of change.
Fund Manager September 2021 Commentary – City of London Investment Trust
Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the key drivers of performance, recent portfolio activity and factors affecting the market.