Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the implications of the recent inclusion of China A-shares into MSCI equity indices, and how this should provide a long-deserved boost to both China shares and Asian equities as a distinct asset class.
US equities and bonds – Investing in a shifting landscape
Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favourable backdrop for equities.
Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.
Strategic Fixed Income: a big regime shift in inflation? No.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
A closer look at Investment Trusts
A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.
An Introduction to The Bankers Investment Trust
Why consider The Bankers Investment Trust? Alex Crooke, Fund Manager, introduces his investment strategy and describes what makes the Trust unique.
An Introduction to Henderson Diversified Income Trust Plc
John Pattullo and Jenna Barnard introduce Henderson Diversified Income Trust, explaining the Company’s objective and how the team works towards achieving it
An introduction to Henderson High Income Trust
David Smith introduces the Trust, explaining its investment objective and how the team work towards acheiving this.
An introduction to Henderson Alternative Strategies Trust
Fund Managers Ian Barrass and James de Bunsen introduce Henderson Alternative Strategies Trust, explaining the investment objective and how the team works towards achieving this.
Understanding investment trusts: active vs passive
We are very picky when it comes to stock-picks. Not all funds are. Does this matter?
Video: an introduction to HSL
Fund Manager Neil Hermon introduces The Henderson Smaller Companies Investment Trust, explaining the Trust’s objective and how the team works towards achieving this.