The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.
Investment themes for the economic recovery
Bond Markets Channel Their Inner Tubthumping
Portfolio managers on the Absolute Return Income Strategy reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
Bond markets channel their inner tubthumping
The Global Bonds Team states that while supportive monetary policy has helped global bond markets get up off the mat, bond investors must still keep an eye on issuer fundamentals and consider employing a wider range of tools to achieve the characteristics typically associated with a fixed income allocation.
Investment Themes for the Economic Recovery
The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.
Investment Themes for the Economic Recovery
The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.
What will it take to sustain a market recovery?
Portfolio Manager Jeremiah Buckley discusses the elements that have helped to spur a rebound in equity markets and the factors that can help the budding recovery continue.
More reasons for optimism in US Q2 sector accounts
Strong household money growth and stable corporate finances are hopeful features of the latest US quarterly financial accounts, argues Simon Ward, Economic Adviser.
Secured loans update: all loans are not equal
Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, provides a brief analysis of the current state of US and European loan markets, finding that they signal different outlooks.
Henderson Diversified Income Trust Fund Manager presentation
Watch Co-Fund Managers Jenna Barnard and John Pattullo present on Henderson Diversified Income Trusts’ performance over the last financial year and their outlook for the coming months.
The Importance of Dividends to Total Returns
For those seeking long-term, inflation beating returns, stock market investment represents one of the most accessible and compelling avenues. Dividend investing is not new but has fallen out of favour despite their historically significant role in total returns.