Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.
“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
Is the UK doomed without big tech players?
James Henderson, Co-Fund Manager of Lowland Investment Company, challenges the consensus that the UK is destined to lag the US, owing to the absence of large-cap tech companies. The main US index, the S&P 500, has a 22% weighting in technology companies, while the UK FTSE All Share by contrast has only 1%. The companies
EuroTrust: Our Approach to concentration, gearing and trading
When meeting with investors in EuroTrust, there tend to be a few questions that often come up in conversation. With this short article I will try to address three of these questions; How much concentration is appropriate? How do I intend to utilise the Trust’s borrowing facility (gearing)? And, what is my approach to trading?
Finding Value in Bonds Amid Negative Rates
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.
Have we returned to an inflationary world?
Jamie Ross discusses a change in direction for equities in Europe during the third quarter of the year and shares his thoughts on the European Central Bank’s recent announcements. Glossary ECB: European Central Bank Fixed income security: Also known as bonds, these are debt securities issued by a company or a government, used as
Trust TV: Global Income Investing Webinar
Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities. Glossary Bear market: A financial market in which the prices of securities are falling. A generally
Demographics Reshape the Real Estate Landscape
Supply and demand in real estate is changing as millennials join the workforce and boomers retire, trends that warrant consideration by investors.
Do you remember the Great Financial Crisis?
John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform. What crisis? “Do you remember the Great
Themes in Focus
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Why caution on Hong Kong is paying dividends
Prudent investors will have been cautious on Hong Kong for some time, says Henderson Far East Income Fund Manager Mike Kerley; with Asia’s income growth coming from elsewhere. For anyone with an interest in the Asian growth story, the scenes in Hong Kong are very worrying. While no one could have foreseen the scale and