David Smith, Fund Manager for Henderson High Income Trust, discusses the latest portfolio activity, the Trust’s recent performance and highlights the companies driving this performance.
Looking to the “sunny uplands of recovery”
Global money trends still cooling amid US data confusion
Global money trends continue to suggest a near-term economic slowdown, with the caveat that interpretation of US monetary statistics is complicated by recent regulatory changes, argues Simon Ward, Economic Adviser.
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.
The City of London Investment Trust; well placed going into 2021
Job Curtis, Fund Manager of The City of London Investment Trust, discusses the latest portfolio activity; along with the best and worst performers within the Trusts portfolio. Job also discusses the latest events impacting the UK market, how the Trust is positioned as a result and how the Trust has performed over the last quarter.
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.
Taking Stock of Emergency Savings Account Options
Exploring options for plan sponsors and business owners to help employees build up adequate savings.
Welcome to Flow World
Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.
Is this ‘value’ rally for real?
With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.
Multi Strategy
This market-neutral, alternative strategy invests across a diversified set of bottom-up strategies combined with a top-down “protection” strategy.
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.