In this video, European equities portfolio manager Ollie Beckett discusses the opportunities for European smaller companies in 2020 and explains the themes that he believes will be important in the months ahead.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Clarity on the UK’s political future may see UK equity valuations rise in 2020, says Job Curtis, Fund Manager of The City of London Investment Trust.
The European equity market is often overlooked by investors, but valuations are reasonable and economic data is improving, says Jamie Ross, fund manager of Henderson EuroTrust.
Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.
James Henderson, co-fund manager for Henderson Opportunity Trust, discusses the Trust’s latest portfolio activity and the discusses the benefits of a closed-end structure.
Neil Hermon, fund manager for Henderson Smaller Companies Trust, discusses the Trust’s “excellent” performance in 2019
Mr Schofield, president at Intech’s London-based international division, is responsible for developing, implementing and managing the business effort for the firm outside of North America. Mr Schofield’s position as business head for Intech international also incorporates the role of investment specialist, responsible for representing the firm’s proprietary investment process to investors and consultants outside of
Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.
Can investors take advantage of heightened market volatility to generate returns in 2020? David Schofield, President of Intech’s international division (based in London), gives his thoughts on the prospects for Intech’s strategies over the next few months.