Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Asia for dividends: comparatively resilient
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Global Sustainable Equity: News and Opportunities
Recent developments in the world of sustainability amid the COVID-19 crisis.
Fund manager June commentary – Henderson Alternative Strategies Trust
Alex Barr, Fund Manager for Henderson Alternative Strategies Trust plc, delivers his monthly commentary on how the Trust performed in June, portfolio activity and his thoughts on wider economic and political developments.
Strategic Fixed Income: from bond glut to bond drought
Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
Global Sustainable Equity: news and opportunities (July 2020)
Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.
Search for stable income continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Back to business
With economies gradually reopening and markets suggesting better times ahead, credit portfolio managers James Briggs and Tim Winstone consider whether investors should be increasing their allocation to investment grade credit.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
High yield: hunting in the crossover space
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.