Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).
Opportunities in Global Sustainable Equity
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Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Equity valuations look reasonable heading into next year, but with the business cycle aging, we believe a focus on free-cash-flow growth is key for dividends.
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.
The profile of income markets has changed and evolved significantly over the past 30 years, keeping investors on their toes, explains David Smith, Fund Manager of Henderson High Income Trust.
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.
The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.
Disruption and consumer spending – are these the two key trends to watch in 2020?
Fund Manager November commentary – Henderson Alternative Strategies Trust