Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Australian economic view – November 2019
Portfolio update: Two buys and one short-term trade
Jamie Ross, Fund Manager of Henderson EuroTrust, explains why he bought two new companies for the portfolio and sold a relatively recent position. Glossary: Cycle: Business cycles are the rise and fall in production output of goods and services in an economy. The stages in the business cycle include expansion, peak, recession or contraction, depression, trough, and
Fund Manager October commentary – City of London Investment Trust
Fund Manager October commentary – City of London Investment Trust
Fund Manager October Commentary – Lowland Investment Company
Fund Manager October Commentary – Lowland Investment Company
Fund Manager October commentary – Henderson EuroTrust
Fund Manager October commentary – Henderson EuroTrust
A hawkish rate cut
A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.
High yield: blurred lines in valuations create opportunities
In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.
Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.
Demystifying ESG: creating a clear investment case
The Global Sustainable Equity team at Janus Henderson Investors explains how investors should approach environmental, social and governance (ESG) factors, to ensure they have a tangible impact on portfolios.
A sharper focus for 2020 on doing well by doing good
Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why