TR European Growth Trust – Fund Manager AGM presentation
Watch Ollie Beckett, Fund Manager of TR European Growth Trust, present on the Trusts’ performance over the last financial year and his outlook for the coming months.
Global Perspectives: Are We in a Sweet Spot for Credit Investing?
A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
Reaching for normal: the outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Technology fuels long-term growth prospects for manufacturing
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
How the Return to “Normal” Could Reshape Markets
Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.
Are Asian equities set for change in 2021?
Andrew Gillan, Head of Asia ex Japan Equities, reviews what has been an eventful year for Asian markets and discusses how his portfolios are positioned for uncertainty in 2021
Technology Fuels Long-Term Growth Prospects for Manufacturing
While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.
Lin Shi, CFA
Lin Shi is a Portfolio Manager on the Asia ex Japan Equity Team at Janus Henderson Investors responsible for co-managing the China Opportunities and China A Shares Equity strategies since December 2020.
Market correction or monetary reacceleration?
Equity market prospects have deteriorated barring a new pick-up in money growth, argues Simon Ward, Economic Adviser.