Ben Lofthouse, Fund Manager of Henderson International Income Trust, speaks to Master Investor about themes for long term income opportunities and his thoughts on overseas equity markets.
Master Investor podcast with Ben Lofthouse
Global outlook 2020: a tale of two halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Global technology 2020 outlook
Global Technology Portfolio Manager Denny Fish explains positive near-term developments for the tech sector and provides an update on how artificial intelligence, the cloud and the Internet of Things are reshaping the technology sector, and the global economy in the process.
Henderson European Focus Trust AGM
Watch John Bennett, Fund Manager of Henderson European Focus Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.
Property: actively managing retail
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains why the UK commercial property investment team feel vindicated in moving early to diversify the portfolio away from traditional areas of the retail market.
Looking Beyond Real Estate’s “Core”
In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.
Global sustainability reaches tipping point
Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.
The Fed Remains Accommodative
Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.
Coronavirus contagion concerns
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.
Election Insights: Stocks Tracking Primary Outcomes
Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.