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.
Asia is the place to look for dividends
Secured loans quick view: 2021 — a return to normal?
Portfolio Manager David Milward shares his thoughts for 2021.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
Secured loans quick view: 2021 — a return to normal?
David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.
Michelle Li
Michelle Li is a Risk Analyst at Janus Henderson Investors, a position she has held since 2018. Prior to this, she was an institutional client associate from 2016 supporting the head of the institutional business, sales and client strategy teams. Ms. Li joined the corporate finance team at Janus in 2015. Before Janus, she worked
Secured loans quick view: 2021 — a return to normal?
David Milward, Head of Loans and member of the Secured Credit Team, explains why he believes secured loans could prove to be attractive in the search for relatively stable income in 2021.
Edison research – Henderson Opportunities Trust
We would like to draw your attention to the following commissioned research piece.
Global Sustainable Equity: news and opportunities (January 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.
US small-cap value equities: optimism, caution and a focus on quality
Perkins* Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in US small-cap value equities.
*Perkins Investment Management is a subsidiary of Janus Henderson.
Developments in the gilt market — RPI and green gilts
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies and Bethany Payne, Portfolio Manager, outline the implications of the announcements by the UK government in November 2020, that RPI will be aligned with CPIH from February 2030 and green gilts are to be issued from this year.