Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.
Valuing the improving credit quality in high yield
A closer look at Dynamic Trend Following
Portfolio Managers Andrew and Mathew Kaleel discuss a different approach to capturing both micro and macro trends in markets.
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Assessing the benefits of active collaboration in stock and bond analysis.
No free lunch
Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government, considering the implications for the US economy, monetary policy and the markets.
Global Perspectives Podcast – Reflation: Is this the real thing or just fantasy?
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Henderson European Focus Trust – Fund Manager AGM presentation
Watch John Bennett and Tom O’Hara, Co-Fund Managers of Henderson European Focus Trust, present on the Trusts’ performance over the last financial year and their outlook for the coming months.
UK inflation forecast update
Simon Ward, Economic Adviser, sets out the case for expecting UK CPI inflation to overshoot Bank of England and consensus forecasts.
Henderson European Focus Trust
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