In this video, John Bennett, Director of European Equities, 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’.
Encouraging Chinese money data
Chinese money growth picked up further in March, supporting expectations of a strong economic bounceback during H2 2020.
Fund manager March commentary – Lowland Investment Company
Fund manager March commentary – Lowland Investment Company
Coronavirus: how sustainable are dividends in Asia?
In this article, Mike Kerley, Fund Manager for Henderson Far East Income limited, 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.
Welcome to the new Fed
Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.
Plan Talk: The Obligatory SECURE Act Podcast
Our latest Plan Talk episode covers some key provisions of the SECURE Act that could impact the retirement plan landscape.
COVID-19: understanding the science & investment implications (Part 1)
The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.
Vietnam: The New Frontier in Emerging Markets?
As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.
Welcome to the New Fed
New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.
Managing liquidity within fixed income – your questions answered
Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets.