Please find attached a one-page summary of the Marten & Co research report on Henderson Diversified Income Trust plc, Soft landing likely…, which was published on 28 November 2019.
Henderson Diversified Income Trust – Marten & Co Research Note
Artificial Intelligence Borrowing from the Software as a Service Playbook
Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.
Australian economic view – December 2019
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Global recovery not yet assured
Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.
The ESG revolution
Tim Gerrard, Portfolio Manager in the Janus Henderson Global Natural Resources team, comments on the rapid rise of ESG and the fundamental change it is having on companies and investments.
Roundtable Discussion: Navigating Low Rates and Political Upheaval
Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.
Finding Opportunity
Portfolio Managers John Pattullo and Jenna Barnard, CFA explain how they find investment opportunities. JHI.
Trust TV: UK Income
What would you ask a professional investor? Register for the next episode of Trust TV to pick the brains of two professional investors. On Wednesday 11th December, Job Curtis, Fund Manager of The City of London Investment Trust; and David Smith, Fund Manager of Henderson High Income Trust, will be live at the London Stock
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.
Master Investor podcast with Laura Foll
Listen to Laura Foll, Fund Manager of Lowland Investment Company, explain her thoughts on UK equities, the Trust’s recent performance and what the future holds for the UK. Glossary Gearing: A measure of a company’s leverage that shows how far its operations are funded by lenders versus shareholders. It is a measure of the debt level of