In this video, Laura Foll, co-Fund Manager for Lowland Investment Company, discusses the Trust’s recent performance – highlighting key drivers of performance, dividend trends in the UK and main concerns for businesses.
Global Sustainable Equity
Total Corporate Debt Soared to Record High in 2020
Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.
Plan Advisors: How Are You Incorporating International Equity in Your Plan Menus?
Considering which asset classes should be represented in the international equity category for DC plan menus.
Recovery on the way as economies reopen
In this video, Alex Crooke, Fund Manager for the Bankers Investment Trust, discusses the decision to increase the Trust’s borrowings, performance over the last few months, areas where he is finding opportunities and the rotation between value and growth stocks.
e-CNY: slow burn to rapid acceleration?
Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.
The Market’s Tug-of-War: Outlook for U.S. Equities
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
Transitory for longer
John Bennett, Fund Manager for Henderson European Focus Trust, provides an update on the Trust’s recent performance – highlighting changes made to the portfolio and touches on the inflation conundrum.
The Market’s Tug-of-War: Outlook for U.S. Equities
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
Inflation outlook: A celebration of growth or central bank complacency?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.