Alex Crooke, Fund Manager of The Bankers Investment Trust, presents an overview of the trust and its objectives, gives an update on the regional portfolio sleeve managers, discusses portfolio positioning and areas of opportunity he is watching currently.
Horizon Global Smaller Companies Fund Tagline
Invests in small companies listed globally, seeking long-term capital growth by identifying good quality but potentially undervalued stocks.
Beyond carbon: Identifying climate transition risks and opportunities
Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
Henderson Opportunities Trust – ShareSoc Webinar
James Henderson, Fund Manager of Henderson Opportunities Trust presents an overview of the trust and its objectives, looks at recent performance and portfolio positioning, and gives some examples of stocks he believes could be the market leaders of tomorrow.
Pan European Small and Mid-Cap Fund Tagline
A portfolio blended across growth and value opportunities that seeks high-quality small and medium-sized European companies on attractive valuations.
Outpacing money markets: The historical yield advantage of short-dated bonds
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Sundown, you better take care: Changes resulting from the sunset of the TCJA
The “sunset” of the Tax Cuts and Jobs Act of 2017 includes many tax law changes in addition to the reduction of the estate and gift tax lifetime exemption.
The Big Exit: Emerging market sovereigns carve a way out of default
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
Ruchi Biyani
Ruchi Biyani is Corporate Governance Lead at Janus Henderson Investors, a position she has held since 2024.
Top-performing fixed income sectors in H1 2024: Securitized outpaces the Agg
Ranking the best-performing fixed income sectors through the first half of 2024.