Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the Trust’s recent performance, areas where he is finding opportunities, the recent regulatory clampdown in China, his approach to ESG, and provides his outlook for dividends in the region.
Trust TV: The return of dividends to the UK investment landscape
Laura Foll, Co-Portfolio Manager of the Lowland Investment Company, discusses the Trust’s recent performance, areas where she is finding opportunities and highlights how the Trust is positioned to take advantage of prevailing market conditions. Laura also touches on the outlook for UK dividends in the coming months.
The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
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.
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Nintendo: gaming for social impact
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Nintendo: gaming for education
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Aptiv: driving sustainability
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.