Investment trusts can go toe-to-toe with private equity firms, says John Bennett, Fund Manager of Henderson European Focus Trust, owing to their unique access to “permanent capital”. John also explains why European equities might be poised to rally.
Recessions often bring with them stock market opportunities, says John Bennett, Fund Manager of Henderson European Focus Trust. John also explains why he’d like to lower the minimum number of stocks the Trust can hold further to 35.
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Medical science is entering an exciting phase, but investors need to evaluate each opportunity carefully, says Andy Acker, Porfolio 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.
Our Approach to Environmental, Social and Governance considerations (ESG)
Fund Manager commentary – City of London Investment Trust
With increasing investor interest in how asset managers manage Environmental, Social and Governance (ESG) issues rightly at the forefront of client focus, the European Secured Loans Team have analysed how ESG ‘compliant’ portfolios might compare with non-ESG portfolios in the European syndicated leveraged loan market.
Nick Watson, a portfolio manager on Janus Henderson’s UK-based Multi-Asset team, argues that amid the gathering gloom around global growth, active managers are presented with a broadly positive environment for risk assets.
Portfolio Manager John Kerschner comments on the emerging WBS market and its potential opportunities for bond investors.
In this video, Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, explains why there is more than meets the eye in the US high yield market and discusses the teams approach to achieving ‘sensible income’.