GWP Hub Prod

The Great Transition: Demographic Change in China

Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.

Why have copper prices reached all-time highs?

Copper prices have recently been hitting record highs. Portfolio manager Tal Lomnitzer explains why and discusses the implications.

There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.

Lessons from the Decade – Henderson International Income

10 years since the launch of Henderson International Income, Fund Manager Ben Lofthouse discusses the Trusts performance over what has been a turbulent decade – highlighting the benefits of regional and sectorial diversification, and income opportunities outside the UK.

David Smith: Pent-up consumer demand points to a strong economic recovery

David Smith, Fund Manager for Henderson High Income, discusses the Trusts recent outperformance, how he has navigated the re-opening of the UK economy, and provides his economic and income outlook over the coming months.

Hold fast! Bankers remains balanced as the global economy gets back to its feet

Alex Crooke, Fund Manager for The Bankers Investment Trust, explains how the uneven rollout of Covid-19 vaccinations has affected certain regions, highlights the sectors benefiting from the re-opening trend, and explores the challenges posed by thematic investing.