Andrew Gillan, Head of Asia ex Japan Equities and portfolio manager for Asian growth equities, provides an update on how the region has fared during the coronavirus crisis and the implications on portfolio positioning.
In this video update, Daniel Graña, Emerging Market Equity Portfolio Manager, believes that not all countries within the asset class should be treated the same and highlights South Africa as a case in point.
In the first episode of a series on the scientific and investment implications of the coronavirus pandemic, Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss recent developments made to curtail the spread of COVID-19 and how they view the timeline for an eventual return to normalcy in the global economy.
Jenna Barnard, Co-Head of Strategic Fixed Income, remarks on the significant rally in credit markets over the last week, with healthy investment grade issuance volumes and even the US high yield market open for new issues. Support from the authorities trying to help companies avoid default has accelerated the sharp market recovery.
Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.
Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications of the COVID-19 pandemic.
May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.
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In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe. He outlines his reasons for taking a positive view on dividend sustainability in Asia, and summarises portfolio positioning amid the coronavirus uncertainty.
John Bennett, Co-Manager of Henderson European Focus Trust, discusses what he believes are the important factors to focus on in times of market turmoil and highlights the importance of ‘sticking to the knitting’.