Companies that have embraced technology to improve their productivity – and that of their customers – have a significant advantage over those companies that have stuck to their legacy business models and failed to innovate. In this video, portfolio manager Jeremiah Buckley explains why this differentiation between digital innovators and laggards creates opportunities for investors.
With the new EU securitisation regulations in force since the beginning of the year, Edward Panek, Head of ABS Investment in London and a member of the Secured Credit team, examines the main features of the regulation, sharing the team’s interpretation of the rules.
Asian companies are paying dividends at a rate fast outpacing those in developed markets. Sat Duhra, Co-manager of Asian dividend income, explains the significance of this trend and why it should not be ignored.
As discussed in Tuesday’s post, global narrow money trends suggest that economic momentum will bottom out in the third quarter of 2019 but remain weak into early 2020.
After hitting roadblocks last week, the effort to lower drug prices in the U.S. is changing course, with implications for investors.
Jamie Ross, Fund Manager of Henderson EuroTrust, responds to questions around the Trust’s shorter portfolio list and highlights the need for a genuinely active investment strategy, in this clip from the latest episode of Trust TV.
HEFT Trust TV highlight video
In this snippet from the latest episode of Trust TV, John Bennett of Henderson European Focus Trust explains how the Trust is taking on the threat from passive investment strategies; and challenges investors to afford fund managers the same time horizons given to private equity investors
Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.
In this snippet from the latest episode of Trust TV, John Bennett of Henderson European Focus Trust explains how the Trust is taking on the threat from passive investment strategies; and challenges investors to afford fund managers the same time horizons given to private equity investors.
Jamie Ross, Fund Manager of Henderson EuroTrust, responds to questions around the Trust’s shorter portfolio list and highlights the need for a genuinely active investment strategy, in this clip from the latest episode of Trust TV.