Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in June, explains how individual stocks contributed to the performance and highlights changes made to the portfolio.
Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.
From the JHI Global Media Conference: Why we believe active ETFs could triple in value over the next four years.
A closer look at the different measures of risk in high-yield bonds.
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Daniel Sullivan, Head of Global Natural Resources, explains what happened in the sector over the year, what’s ahead and how the teams are positioning for their evolving outlook.
Laura Foll, co-manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance – highlighting changes made to the portfolio, and the encouraging trading updates from holdings within the portfolio.
Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the German meal kit company Hellofresh.
Job Curtis, Fund Manager for The City of London Investment Trust, provides his monthly commentary on how the Trust performed in June, which sectors and stocks contributed to its performance and his thoughts on the wider economic outlook.
Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.