How March’s Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
Quick View: Higher for longer… or higher for now
Henderson International Income Trust plc: Half-Year Results 2024
Fund Manager, Ben Lofthouse, discusses the half-year results for Henderson International Income Trust (HINT), including the trust’s performance over the period, the Trust’s current regional attribution, and how the trust has increased dividends again over the half-year period.
Henderson Far East Income Limited: Half-Year Results 2024
Fund Manager, Sat Duhra, discusses the half-year results for Henderson Far East Income (HFEL), including the trust’s returns over the six-month period, a breakdown of the countries he is finding the most opportunities in, and how the Trust has performed on a dividend basis this period.
Global Perspectives: The emerging return potential of emerging markets Copy
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Global Perspectives: The emerging return potential of emerging markets
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
“Higher-for-longer” positive for loans but stay selective
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
Can liquid alternatives strategies ride a pickup in M&A activity in 2024?
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
European espresso: is this a turning point for semiconductors?
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Content team guide
Unlocking growth through effective team meetings
A five-part structure advisors can implement for more effective team meetings focused on sustained growth.