Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).
Opportunities in Global Sustainable Equity
Room to Grow? The Outlook for Equities Late in the Cycle
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
Market GPS: Dividend-Paying Stocks – More Room to Run in 2020?
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.
Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?
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 Changing Face of Income
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.
Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?
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.
Is market optimism premature?
The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.
US equities vs bonds: two key trends to watch in 2020
Disruption and consumer spending – are these the two key trends to watch in 2020?
Fund Manager November commentary – Henderson Alternative Strategies Trust
Fund Manager November commentary – Henderson Alternative Strategies Trust