A turbulent year for both stocks and bonds may hold some silver linings.
Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers an update on the Trust highlighting the key drivers of performance over the month and recent portfolio activity.
David Smith, Portfolio Manager of Henderson High Income Trust, provides an update on the Trust highlighting the key drivers of performance over the month of July and outlines recent portfolio activity.
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, talks about the Trust’s performance during the first half of the year, allocations towards tech and health care, and looks at what history teaches us about investing in a volatile market environment.
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about the Trust’s performance over the first half of the year, areas where he is finding opportunities, and how smaller businesses are innovating to deal with changing consumer behaviour. James also touches on the longer-term investment themes playing out in the portfolio.
In this article, Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust (ESCT), formerly the TR European Growth Trust, examines what the market leaders of tomorrow might look like and focuses on the prospects for specific stocks within key areas.
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
After being unloved for some time, ASEAN countries look to be making a comeback. In this article, we explore some of the reasons why ASEAN markets might be better placed to deal with some of the challenges dominating the current market environment.