European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
A fertile ground for European smaller companies stock pickers in 2021
European equities: will value prove victorious in 2021?
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
Fund Manager December Commentary – Lowland Investment Company
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in December, portfolio activity and her thoughts on wider economic and political developments.
Chris Hill
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).
Japan Equities: What can tuna auctions tell us about future market trends?
If results of January’s first tuna auction are anything to go by, 2021 looks to be a year that will continue to test the resilience of Japanese companies. However, 2020 has proven that there are opportunities for the discerning investor in Japan’s vibrant stock markets.
Fund Manager December Commentary – The City of London Investment Trust
Job Curtis, Fund Manager for The City of London Investment Trust, delivers his monthly commentary on how the Trust performed in December, portfolio activity and his thoughts on wider economic and political developments.
Ollie Beckett; “Valuation will matter”
Ollie Beckett, Fund Manager of TR European Growth Trust, delivers an update on the Trust and how the portfolio is positioned considering the Brexit deal. Ollie also discusses why he believes valuation and European smaller companies may benefit from a pickup in economic growth in the new year.
ESG in credit investing: themes, considerations and implementation (US)
As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions.
Brexit and UK Smaller Companies
Neil Hermon, Fund Manager for Henderson Smaller Companies Investment Trust, discusses the Trusts recent performance; specifically, how the Trust has outperformed its benchmark in a very challenging year. Neil also discusses latest changes in the portfolio.