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, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.
Our survey found that many investors are more concerned about the impact of COVID-19 on their health and their families than losses in their portfolios.
Fund manager March commentary – Henderson EuroTrust plc
Nick Maroutsos explains that while last week’s relief bill targeted the right segments of the economy, rising solvency risk may merit additional action.
Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis they are remaining true to their process within high yield investing but recognise that some things need to be done differently.
Nick Maroutsos explains that while the relief bill enacted by the US government in late March targeted the right segments of the economy, rising solvency risk may merit additional action.
A look at some of the most pressing issues facing fixed income markets as the coronavirus crisis unfolds.
A look at some of the most pressing issues facing fixed income markets as the coronavirus crisis unfolds.
Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, describes how the massive monetary and fiscal ‘welfare’ responses are supporting the economy and providing investment opportunities.