Why copper prices have recently been hitting record highs, and implications for investors.
Why Have Copper Prices Reached All-Time Highs?
Secular tech themes still intact
Despite the recent rotation toward cyclical stocks, Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
Kepler Research – Henderson European Focus Trust Results Analysis
This third-party results analysis provided by Kepler Partners focuses on the recently published interim results, for the six months to 31 March 2021.
Strategic Bond ESG approach and integration
In this paper, the Strategic Fixed Income Team outline their philosophy and approach to environmental, social and governance (ESG) issues and how they integrate these into their portfolios.
Finding Financial Success After the “Shecession”
The job losses incurred during the pandemic impacted women disproportionately.
REITs: Potential for innovation and growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
A clear revival in global dividend payments
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
REITs: Potential for Innovation and Growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
Can corporate cash drive further market growth?
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Enhancing Beta Returns via Disintermediation Alphas
A novel approach representing a material departure from past enhanced index strategies