Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
Global technology outlook: Prioritizing company fundamentals
Global Technology Outlook: Prioritizing Company Fundamentals
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
ISG Insight: Thriving in the Bond Market
With macro and microeconomic fundamentals improving and corporate bonds priced for this to continue, we explore what could go wrong and how fixed income markets might respond.
A bond investor’s perspective on REITs
Dinesh Kuhadas, Credit Analyst and Liz Harrison, Fixed Interest Analyst & ESG, provide a different perspective on REITs, the key themes affecting the sector and how the team view it as an investment opportunity.
Global money trends at critical juncture
Q3 monetary data will be key for assessing whether a likely near-term global industrial slowdown represents a temporary pause of the beginning of a larger downswing, argues Simon Ward, Economic Adviser.
Leave no stone unturned
Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance, highlighting the contribution from the different buckets/sleeves, areas where she’s finding opportunities and how the trust avoids structurally declining industries.
Innovation and low valuations tailwinds for healthcare
Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.
ISG Insight: Thriving in the bond market
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?
From the JHI Global Media Conference: A discussion on how to manage climate risks within portfolios and the challenges it presents.
Madeline Saldutti
