Kepler research – Henderson EuroTrust
Kepler research – Henderson EuroTrust
Kepler research – Henderson EuroTrust
Kepler research – Henderson EuroTrust
Fund manager December commentary – Henderson EuroTrust plc
Fund manager December commentary – Henderson EuroTrust plc
Test – key takeaways
Key Takeaways 1 2 3
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
Dante D’Aquila
Kilian Morales Coskran
PJ Maniago (left firm 5/17)
Is there a liquidity problem in UK small cap?
The smaller company investor faces a new problem following the fall out over Woodford’s funds; this is the focus on liquidity. How long would it take to liquidate a position at the quoted price? This is the question portfolio managers are being asked by their risk departments and business managers. The usual answer is to
High stock valuations demand a focus on quality in 2020
Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management (a subsidiary of Janus Henderson), shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US.