Laura Foll, Co- Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in August, portfolio activity and her thoughts on wider economic and political developments.
Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses the role fixed interest investment managers can play in representing clients and society more broadly on ESG factors.
Japanese Prime Minister Shinzo Abe’s resignation signifies an end to “Abenomics,” policies based on monetary easing, fiscal stimulus and structural reforms.
Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in August, portfolio activity and his thoughts on wider economic and political developments.
Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.
In this Q&A, Junichi Inoue, Head of Japanese Equities and Japanese Opportunities Portfolio Manager, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.
Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.
John Pattullo, Co-Fund Manager for Henderson Diversified Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.