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.
The commodities super cycle: is it time to follow the trend?
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.
UK portfolio trends and opportunities for 2021
Adam Hetts and Sabrina Geppert from Janus Henderson’s Portfolio Construction and Strategy Team examine portfolio trends and opportunities for UK investors in 2021.
Is this the year for European small cap?
Ollie Beckett, Fund Manager of TR European Growth Trust, discusses the significant global factors affecting the Trusts recent performance.
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Will the value rotation continue through a broader economic recovery?
Can value continue to lead through a broader economic recovery?
Trust TV: Brexit – its impact on UK and European markets
Join Job Curtis, portfolio manager of City of London Investment Trust, and Jamie Ross, portfolio manager of Henderson Eurotrust, as they discuss the early market reactions, the ‘on the ground’ challenges being faced by businesses and other themes relevant to investors focused on UK and EU markets.
Will the Value Rotation Continue Through a Broader Economic Recovery?
Can value continue to lead through a broader economic recovery?
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
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