Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
How is China facing up to changing demographics?
How is China facing up to changing demographics?
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
A “monetarist” perspective on current equity markets – July 2021
Global monetary data surprised negatively in Q2, suggesting dimming economic prospects unless China eases soon, argues Simon Ward, Economic Adviser.
How is China facing up to changing demographics?
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
Trust TV: Henderson Diversified Income Trust – 10 years of income seeking
Nicholas Ware, portfolio manager of Henderson Diversified Income Trust reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.
Rising Interest Rates, Inflationary Regimes and CTA Returns
A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.
Trust TV: Henderson International Income Trust – 10 years of income seeking
Ben Lofthouse, portfolio manager of Henderson International Income Trust, reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.
Australian economic view – July 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Edison research – Henderson Opportunities Trust – June 2021
We would like to draw your attention to the following commissioned research piece.
How the Fourth Industrial Revolution Will Accelerate Decarbonization
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.