Do recent tuna auction prices bode ill for Japanese stocks? Not quite, says Junichi Inoue, Head of Japanese Equities Investments.
Japan Equities: What can tuna auctions tell us about future market trends?
How will Asian property stocks fare in 2021?
Portfolio managers Tim Gibson and Xin Yan Low review what has been a tumultuous year for listed property and discuss the risks and opportunities in the year ahead.
Positioning for Higher Yields
Assessing the risks and opportunities of higher government bond yields.
Will cost-cutting catalyse growth?
Laura Foll, Co-Fund Manager for Lowland Investment Company, discusses whether widespread corporate structural cost-cutting, and the resultant earnings enhancements, will trigger the re-ratings necessary for UK value to be realised.
Henderson Far East Income – Fund Manager AGM presentation
Watch Mike Kerley, Co-Fund Manager of Henderson Far East Income, present on the Trusts’ performance over the last financial year and his outlook for the coming months.
Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?
Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.
Active ETFs Are Here to Stay
Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
High Yield: Passing the Baton from Beta to Alpha
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Welcome to Flow World
Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.
Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?
Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.