In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee share their thoughts on the key challenges and opportunities that investors in China may face in the year ahead and how 2019 has influenced their outlook for the asset class.
Since the Brexit referendum the Janus Henderson UK Property PAIF has continued to hold a higher level of cash in the face of continued political and market uncertainty, and remains open for dealing.
As investors realise the need to view market opportunities and allocate assets in a different way in today’s uncertain landscape, dividend paying stocks can offer an effective income play Striking the right balance between bond proxies and cyclical yield.
The majority of asset allocation models are rebalanced on the last day of the calendar month, but is this the best approach to maximize returns? Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, tested the validity of this traditional market orthodoxy, with some surprising results.
Watch Fund Manager Ben Lofthouse present on how the Trust has performed over the last financial year and his outlook for the coming months.
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.
Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.