Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.
In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.
Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.
Hamish Chamberlayne, Head of SRI and Portfolio Manager, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.
Noah Barrett, lead analyst on the Energy & Utilities Sector Research Team, discusses the importance of battery storage as renewable sources become a larger portion of the power generation mix.
Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.
The coronavirus crisis continues to impact economies and markets, but the liquidity crisis is seemingly beginning to heal.
Ben Lofthouse, Fund Manager for Henderson International Income Trust, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.
Fund manager February commentary – Henderson Alternative Strategies Trust plc
Everyone’s life is disrupted right now, but women going through major life transitions are dealing with yet another layer of uncertainty.