With bond yields close to all-time lows and credit spreads quite tight, what role can bonds play within an equity/bond portfolio going forward? In this article, we discuss the approach adopted by David Smith, Portfolio Manager of Henderson High Income Trust, his underlying rationale, and the impressive results the Trust has delivered.
We believe active managers are in a position to drive positive change amid the shift to sustainability.
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Copper prices have recently been hitting record highs. Portfolio manager Tal Lomnitzer explains why and discusses the implications.
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.
Job Curtis, Portfolio Manager of the City of London Investment Trust, delivers his AGM shareholder presentation for 2021. Job covers the Trust’s performance over the last financial year, portfolio activity over the period and an outlook for the UK equity market.