Shedding some positive light on the latest IPCC Report, which outlines the harsh reality of the current state of the climate.
Climate Emergency but the Investment Industry Can Make a Difference
Fund Manager July 2021 Commentary – City of London
Job Curtis, Fund Manager of The City of London Investment Trust, provides an update on the Trust – highlighting how individual stocks contributed to performance and provides his outlook for the broader economy.
Outlook for income becoming more positive
David Smith, Fund Manager of Henderson High Income Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance and areas where he is finding opportunities. David also touches on the outlook for global economies and income in the coming months.
Growth in the Next Phase of Recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Climate emergency but the investment industry can make a difference
Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlined the harsh reality of the current state of the climate.
HEFT Minisode: Value
Laura Thomas and Tom O’hara, Fund Manager of Henderson European Focus Trust, discuss the major factors currently affecting the market, changes made to the portfolio, the inflation conundrum, and the nuances between “deep value” and “quality value” stocks.
The Scarcity of Sustainability and Its Potentially Unsustainable Model Portfolio Risks
A discussion of the unintended risks that may be introduced by a shift to “sustainable” investing and the scarcity of allocation options.
Disappointing July money data
Global money growth failed to revive last month, suggesting that an expected H2 economic slowdown will extend into early 2022, argues Simon Ward, Economic Adviser.
Olivia Hails, APMA®
Olivia Hails is Retirement Director, South division, for the Defined Contribution and Wealth Advisor Services Team at Janus Henderson Investors.
Invested in Connecting Women: Face Your Financial Truth
The inaugural episode of our new Invested in Connecting Women podcast.