James Henderson, co-fund manager of Henderson Opportunities Trust, provides an update on the Trusts performance and the latest portfolio activity since the Covid related market downturn. James also offers his thoughts on old and new economy stocks and which companies are delivering the best returns as the market recovers.
A potential turning point in the battle against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.
Options market warms to divided government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.
Global Perspectives: Making Sense of the U.S. Election
A panel discussion exploring the market implications of the 2020 U.S. election, recorded on Nov. 5 as votes continued to come through.
Getting defensive – where to now?
With the concept of a ‘blue chip’ stock fading over recent years, we examine what constitutes a defensive investment strategy in the current climate, and how The City Of London Investment Trust is positioning itself strongly to confront the uncertainties which lie ahead.
Global Perspectives Podcast: Making sense of the US election
Which way do markets turn following the US election? Recorded on November 5 as votes continued to come through, our panel of investment professionals gave their views on what the result could mean for investors.
Making sense of the 2020 US election
Our panel of investment professionals discuss what the result could mean for financial markets and investors.
On-demand webinar: US Election – which way do markets turn?
The 2020 US election comes at a historic time, with the global economy in the grips of a pandemic, central banks unleashing massive stimulus and trade relationships fraying. Register to hear from our panel of experts as they help make sense of the election outcome and what it means for investors.
Options Market Warms to Divided Government
The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.