Deeply discounted to the broad market, small-cap bank stocks may be worth investors’ consideration, says Portfolio Manager Craig Kempler.
Finding Value in Small-Cap Bank Stocks
European equities: time for the US to take a back seat?
Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.
Translation Broadcast Article in GB (Language: en)
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Currents of Disruption: Ride-Sharing on Course for Long-Term Growth
Ride-sharing remains a nascent industry. Here is why we see a long runway for growth.
Will New Legislation Kill the Stretch IRA?
Financial advisors need to be aware of how proposed retirement legislation could impact their clients.
Defining the Key Elements of High-Performing Teams
Michael Futterman talks to Asset TV about the qualities that define the most successful teams and the key elements that elevate a team from ordinary to elite.
Big returns from UK Small Cap
Neil Hermon, Fund Manager for Henderson Smaller Companies Trust, discusses how the trust has performed so far in 2019 and delivers the latest portfolio activity, explaining why the team have chosen to reduce the number of holdings. Neil also discusses the Trust’s income growth and how his strategy has led to a very impressive income growth record.
Leveraged loans — a look behind the headlines
The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective…
Asset TV’s Absolute Return Masterclass
In this expert panel Matt Argent, Client Portfolio Manager on the Janus Henderson Absolute Return Income strategy, shares his definition of Absolute Return in the fixed income space and how the manager skills can make a difference in a low yield environment. He shares his view on where an Absolute Return strategy can fit in a client’s portfolio.
Labour market watch: more downbeat news
The view here remains that global economic weakness is spreading to labour markets, implying that it is becoming entrenched and will require more significant policy easing to reverse. Three news items in recent days are consistent with this development.