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Global Strategic Total Return Bond strategy update

Please watch our Strategic Bond strategy update with Jenna Barnard, Co-Head of ​Global Bonds, which took place on Thursday 8 February, where Jenna discusses positioning as well as the historical performance of bonds in rate cutting cycles going back to the 1960’s.

Lowland Investment Company plc Annual General Meeting

In the Lowland Investment Company plc AGM presentation, Portfolio Managers Laura Foll and James Henderson, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.

Henderson European Focus Trust plc Annual General Meeting

In this AGM presentation, Tom O’Hara Co-Portfolio Manager of Henderson European Focus Trust plc, discusses performance over the last financial year, the macro themes that are shaping portfolio positioning, and provides examples of specific stocks that feed into these themes.

Geopolitics and the importance of geography

Tim Marshall, explores why geography is so important in shaping global tensions, while Janus Henderson CEO Ali Dibadj provides his take on the implications for investors.