Director of Research Matt Peron says when it comes to the U.S. election, the biggest risk for equity markets is not which party gets voted into office but whether the outcome is contested. So far, equities expect a clear winner on or near Election Day.
A counterpoint to the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.
Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.
Unlike their open-ended counterparts, investment trust share prices are driven, in part, by demand – they can therefore trade above or below the value of their assets. This video explains how investors can take advantage of this intriguing phenomenon.
David Smith, Fund Manager for Henderson High Income Trust, discusses why investors might do well to look at green infrastructure: i.e. renewable energy, energy efficiency and the ‘circular economy’.
Head of Global Bonds Nick Maroutsos expresses concern that monetary policy focused on financial markets will do little to ignite the growth needed for the economy to recover from recent weakness.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
View statements, tax forms and transaction history.
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in October, portfolio activity and her thoughts on wider economic and political developments.
The ability to reserve a proportion of their income, and thereby smooth dividend payouts over time, has always been one of the most attractive features of investment trusts – this video explains why they merit serious consideration, particularly for the income-seeking investor.