The previous quarterly commentary suggested that the policy response to the covid-19 crisis would lead to a strong rise in global money growth, in turn suggesting strong economic growth in late 2020 / 2021.
Mike Kerley, Fund Manager for the Henderson Far East Income, provides his thoughts on the Asian market, recent portfolio activity and highlights the announcement of the rise in third interim dividend for the Trust.
John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”
The Global Dividend Cover Report keeps tabs on how dividend cover develops over time and highlights the importance of dividends based on profits and dividends analysis from the world’s largest 1,200 listed companies.
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.
Manager update – Lowland Investment Company
Jenna Barnard, Co-Fund Manager for Henderson Diversified Income Trust, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.
Jamie Ross, Portfolio Manager of the Pan European Equity Strategy investigates how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.
Low rates and COVID-19 market turmoil have left investors searching beyond core fixed income to meet their objectives.
Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.