In this episode, Laura is joined by Mike Kerley, fund manager of Henderson Far East Income, as they explore the theme of value investing.
Trust Radio Episode 3 – is all good investing value investing?
The Hardest Part About Getting Your Finances in Order: Where to Start?
53% of millennials are not sure where to start when it comes to making financial decisions.
ISG Insight – Bond market riot: Rates are rising but is it sustainable?
What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.
2021 Refinitiv Lipper Fund Awards
Janus Henderson has been recognized by Lipper for delivering consistently strong risk-adjusted performance relative to their peers. Four awards have been selected this year Balanced Fund (Class D and N Shares), Contrarian Fund (Class N Shares), and Global Real Estate Fund (Class I Shares).
Why should investors care about ESG?
Paul LaCoursiere, new Head of ESG Investments, examines three key reasons why investors should care about ESG and the main challenge faced by the investment industry.
Henderson EuroTrust remains strong despite difficult market
Jamie Ross, Fund Manager of Henderson EuroTrust, discusses the Trusts recent performance and how the Trust has fared in the recent market shift towards value driven, cyclical businesses. s
Echoes of debt crises past
Can the past give some indication of how well economies can emerge from the COVID crisis? Portfolio Manager Steve Cain considers some of the lessons from the early 20th Century.
Flow World Reloaded
Can investors ride the pickup in issuance and option volumes in 2021? Aneet Chachra and David Elms consider how flexible, flow-driven strategies acting as price makers to intermediate flow mismatches can benefit.
Portfolio protection – one size fits none
Suny Park and Alistair Sayer argue the case for both utilizing explicit and implicit Protection strategies to adapt to different market crises.
The commodities super cycle: is it time to follow the trend?
Portfolio Managers Mathew Kaleel and Andrew Kaleel consider the value of a trend following strategy in a world where higher commodity prices lead to materially higher inflation.