Global industrial momentum appears to have peaked and is forecast to move lower into Q2. This poses a risk to reflation-positioned markets.
Reflation optimism at risk of near-term disappointment
Exploiting the two-way traffic in high yield
Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
Real estate bubbles? Chance would be a fine thing…
Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.
China decarbonisation: the emergence of a mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
Exploiting the two-way traffic in high yield
Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
Exploiting Two-Way Traffic in High Yield
Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
Real Estate Bubbles? Chance Would Be a Fine Thing….
Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.
Can a broader recovery spur a value rotation?
Perkins Portfolio Manager Ted Thome discusses recent positive developments that may spur a broader economic recovery and a rotation into more value-oriented market segments.
Asia is the place to look for dividends
Mike Kerley, Co-Fund Manager of Henderson Far East Income Trust, discusses the Trusts recent performance and which areas of the portfolio are specifically driving this performance.
Secured loans quick view: 2021 — a return to normal?
Portfolio Manager David Milward shares his thoughts for 2021.