Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Making sense of COVID-19 vaccine IP waivers
Secular Tech Themes Still Intact Copy
Powerful secular themes are still the main driver to long-term tech earnings growth.
Commodity indices — the carbon offsetting evolution
Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone consider how investors can utilise carbon futures, both as an active tool to help mitigate carbon emissions and as a potential additional source of returns.
If Your Retired Clients Are Feeling the Impact of Inflation, Give them a Raise
How financial professionals can help clients cope with inflation while keeping them on track to their long-term goals.
A unique recovery: the handoffs commence
Mathew Kaleel Portfolio Manager Andrew Kaleel Portfolio Manager Maya Perone Portfolio Manager Can investors follow the pack and hope to outperform? In this article, Portfolio Managers Andrew Kaleel, Mathew Kaleel and Maya Perone investigate the characteristics of trend-following strategies and consider their potential value as part of a strategically positioned portfolio. Key Takeaways Trend following
Making sense of COVID-19 vaccine IP waivers
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
UK PLC – now on sale
The early weeks of 2021 saw the value of UK businesses sold to overseas buyers at its highest level for two decades – not altogether surprising given the relative attractiveness of UK PLC from a valuation perspective, with most of the market sitting within the cross hairs of an acquirer’s sights. This article examines the drivers of that demand and why 2021 should prove to be a landmark year for the UK in terms of M&A activity.
Making Sense of COVID-19 Vaccine IP Waivers
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Why we own one of the most carbon intensive stocks in our investment universe
John Bennett and Tom O’Hara, Fund Managers of Henderson European Focus Trust, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.
Fund Manager April Commentary – Lowland Investment Company
Laura Foll, co-fund manager, provides an update on the Lowland Investment Company. Laura highlights the stocks that have contributed to performance and explains how the first quarter trading updates for much of the portfolio and the progress is encouraging.