150 characters with manager name (no title) and must include the word ‘outlook’
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European Securitisation: a defensive income opportunity
In his 2024 outlook, Portfolio Manager Colin Fleury says European securitised debt continues to offer an attractive defensive income opportunity.
Global Equity Income: Dividend growth expected but mind the debt
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
Henderson European Focus Trust plc: Full-year Results 2023
Portfolio manager Tom O’Hara discusses Henderson European Focus Trust plc (HEFT) full-year results, including performance over the year, how major macro themes are playing into portfolio decision making, and provides his outlook for the European market.
Emerging market equities lean into innovation for future growth
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
Market GPS investment outlook 2024: Chain reactions webcast replay (EMEA)
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be as rates, inflation, employment, growth, and geopolitics converge?
Busting the bias against US securitized
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Henderson International Income Trust plc
In this AGM Presentation, Ben Lofthouse, Portfolio Manager of Henderson International Income Trust plc, discusses performance over the last financial year, how he has been navigating a volatile market environment, and highlights areas where he has been finding opportunities.
Australian Fixed Interest: Unveiling the road ahead in 2024
Jay Sivapalan, Head of Australian Fixed Interest, Shan Kwee, Porfolio Manager and Emma Lawson, Fixed Interest Strategist – Macroeconomics share the investment outlook for 2024 and identify the macro themes investors should take into consideration as they navigate the future of fixed income.
The tug of war in high yield bonds in 2024
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.