Fund Manager update – The City of London Investment Trust
Fund manager June commentary – The City of London Investment Trust
Global data flow supporting “V” scenario
Global six-month real money growth – on both narrow and broad definitions – is estimated to have risen to another post-WW2 high in June, based on data for the US, China, Japan, Brazil and India, which have a combined two-thirds weighting in the G7 plus E7 aggregates calculated here.
AUPI – TACT Carousel
COVID-19: Implications of Rising Case Numbers in the U.S.
COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.
For some tech giants, innovation no longer a dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
Janus Henderson Corporate Debt Index
The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
Alterations at the fast fashion industry
Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.
Mispriced odds: play your cards right
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, explains how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.
Shifting Gears
In our latest report, our Portfolio Construction and Strategy team proposes a new fixed income framework based on three objectives: Defend, Diversify and Increase Income.
Avoiding a retest
In this video Tom Ross, corporate credit portfolio manager at Janus Henderson Investors explains why he believes the credit spread wides of March for high yield bonds are unlikely to be retested.