A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Biopharma’s Targeted Approach to Growth
Flow World Revolutions
How should investors manage risk in a world where flows can dominate fundamentals?
Absolute return: is it time for a new path?
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
Chinese corporate liquidity squeeze suggesting darkening outlook
Weak May monetary data strengthen the case for early PBoC policy easing, argues Simon Ward, Economic Adviser.
Value resurgence?
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.
Technology: solutions for a sustainable future in transport
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Fund Manager May 2021 Commentary – Henderson EuroTrust
Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in May, explains how individual stocks contributed to the performance and highlights changes made to the portfolio.
Biopharma’s Targeted Approach to Growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
Stranded assets: a rising risk for credit investors?
The rise of ESG considerations is creating stranded asset risks across industries, as companies work to protect their social licences to operate.