Laura Foll, co-fund manager of Lowland Investment Company provides an update on the trust – highlighting changes in the portfolio and the encouraging trading updates from holdings within the portfolio.
Ollie Beckett, Fund Manager of The European Smaller Companies Trust PLC (formerly TR European Growth Trust PLC), discusses the Trust’s recent performance – highlighting, the current macro-environment, the inflation conundrum and sectors set to benefit from economic reopening.
Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.
Reflecting on the previous quarter of 2021 and looking ahead to the opportunities in the world of sustainability.
After a challenging 2020 what is the outlook for 2021 and beyond? What are companies saying about business conditions and dividends? In this presentation Andy Jones will discuss why the UK remains an attractive market for income and also how to construct an income portfolio within an ESG framework.
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.
In this video, Jamie Ross, Fund Manager for Henderson EuroTrust, discusses the Trusts recent performance – highlighting changes made to the portfolio, the current macro-environment, and touches on the “value vs growth” debate.
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.