The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
COVID-19 vaccine beats expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
A mostly benign outlook for U.S. inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
Diversified alternatives — evolution and adaptation in changing markets
In this Q&A interview, David Elms, Head of Diversified Alternatives at Janus Henderson, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors.
Sustainable Design in Consumer Products
An in-depth look at the role of sustainability in consumer products.
Fund Manager October 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 October, portfolio activity and his thoughts on wider economic and political developments.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
Trust TV: Home and abroad – opportunities for the income-seeking investor
Watch David Smith, fund manager of the UK-focused Henderson High Income Trust, and Mike Kerley, fund manager of the Henderson Far East Income Trust, as they discuss macro-economics, portfolio themes and their thoughts on wider issues their currently confronting in these challenging times.
Sustainable design in consumer products
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst and member of the Global Sustainable Equity Team, breaks down sustainable design and explains how it can be incorporated into an investment strategy. Key takeaways: Design is a multi-faceted term that shapes the world we live in. Sustainable design addresses environmental and