In our latest Plan Talk podcast, Retirement Director Ben Rizzuto covers lessons to be learned from key fiduciary breach cases.
Know the Rules: How Plan Sponsors Can Work to Prevent Fiduciary Failures
Chinese Equities: Investing in Innovation
Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.
What it takes to be an effective ESG ‘activist’ HK
Although Head of SRI, Hamish Chamberlayne, champions sustainability every day, it takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.
The measure of medical innovation
Medical science is entering an exciting phase, but investors need to evaluate each opportunity carefully, says Andy Acker, Portfolio Manager of Global Life Sciences Team. Andy and his team have plenty of healthcare themes to pursue, many of which are already yielding results not just for investors, but also for the health of people across the world.
Bond Market Dynamics Highlight Importance of Diversification
Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.
Positioned to capitalize on Brexit clarity
Laura Foll, Co-Fund manager for Lowland Investment Company, explains why liquidity restraints on open ended funds, the US-China trade war and uncertain UK politics have all made for a tough year for the Trust. However, despite a difficult year, the beginning of the final quarter has seen an improvement in Lowland’s performance versus its benchmark as sentiment towards the UK improves as more clarity comes around Brexit. Laura also discusses the latest portfolio activity and why the Trust’s exposure to domestic UK companies will enable the team to take full advantage of excellent value opportunities amongst UK equities.
Marching to a Million: How Millennials Save
In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.
Unloved and undervalued? Yes please!
Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, explains why smaller UK companies have performed poorly compared to broader markets and how this has affected the Trusts performance. Laura also discusses the latest key buys and sells within the Trusts portfolio and why the Trust is well positioned to take full advantage of value opportunities amongst unloved and undervalued UK domestic companies.
Can quality growth bonds beat low rates?
John Pattullo, Co-Fund Manager for Henderson Diversified Income Trust, explains that the inverted yield curve is reliable indicator of recession and why he believes we are still very much in the global financial crisis. John also explains how the current economic environment favours bond investing and why investors should seek growth bonds for a secure income stream.
Trust TV: Global Investors
Register for the next episode of Trust TV, featuring Alex Crooke, Fund Manager of the Bankers Investment Trust; and Alex Barr, Fund Manager of Henderson Alternative Strategies Trust. The managers will be online live from the London Stock Exchange at 4pm on Monday 4th November. You can ask the managers anything in this exclusive Q&A.