Simon Ward, Economic Adviser, argues that attempts to rebuild inventories against a backdrop of “excess” money could result in a sharp rise in commodity prices into 2021, complicating central bankers’ plans to maintain super-easy monetary policies.
Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in July, portfolio activity and his thoughts on wider economic and political developments.
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.
May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the factors pointing to a potential multi-year supercycle for commodities and what this means for the opportunity in resources equities.
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.
Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.