Low carbon is an important feature of our investment approach: there is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
Low carbon investing – win/win? Copy
Global leading indicators less downbeat
Chinese September monetary numbers are a mixed bag but will probably be interpreted positively by the market.
Jerry Fraustro
A “monetarist” perspective on current equity markets
Previous quarterly commentaries suggested that global economic momentum would fall into a low around Q3 2019. Recent news is consistent with the scenario but money trends have yet to give a clear signal of economic recovery. A bottoming of momentum, however, may be sufficient to warrant rotating away from defensive investment strategies that have prospered over the last 18 months.
Douglas W. Arner
Douglas W. Arner is the Kerry Holdings Professor in Law at the University of Hong Kong and one of the world’s leading experts on financial regulation, particularly the intersection between law, finance and technology. At HKU, he is Faculty Director of the Faculty of Law’s LLM in Compliance and Regulation, LLM in Corporate and Financial
Focusing on resilience to preserve income
David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.
Why are foreign investors buying UK companies?
Job Curtis, Fund Manager of The City of London Investment Trust, explains why he believes overseas interest in the UK equity market could be an indication of value opportunities in domestic equities as he discusses the Trust’s latest portfolio activity; and why this may be good news for long term investors. Job also explains why he is “cautiously optimistic” for the future of the UK market as it appears highly attractive from an income point of view.
Master Investor podcast with Alex Barr
Alex Barr, Fund Manager of Henderson Alternative Strategies Trust, explains how the Trust aims to provide access to markets not easily accessible for private investors and delves into the world of private equity, where he has forged a career as a professional investor.
Impact Report
Our 2020 Impact Report showcases the impact we make as an organisation and how we are preparing for the future.
Ben Rizzuto
Ben Rizzuto is a Retirement Director for Janus Henderson Investors.