Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Doctor’s orders
BB Healthcare Manager Paul Major explains how to benefit from a healthcare revolution. 2019 has not been an easy year for investors. Rarely can one recall a period where so many macro-political uncertainties have coalesced.…
Key Investor Takeaways as Hurricane Season 2019 Winds Down
“Do we have another Puerto Rico on our hands?” was the question on the minds of consultants, insurers and businesspeople following Hurricane Dorian’s passage through the Caribbean in early September. Climate change data suggests that…
Why investors shouldn’t overlook Europe
In the latest episode of Trust TV, Ollie Beckett, Fund Manager of TR European Growth Trust, tackled investor questions around Europe’s economic outlook and the consequences of further quantitative easing on the continent’s equity market.
Positive on US bonds
In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view…
Private equity has been in a sweet spot in recent years – should that give investors pause for thought?
By Merrick McKay, Fund Manager, Standard Life Private Equity Trust plc The private equity sector has drawn considerable interest thanks to robust returns and some high profile companies. There is ‘dry powder’ in the sector,…
Why caution on Hong Kong is paying dividends
Prudent investors will have been cautious on Hong Kong for some time, says Henderson Far East Income Fund Manager Mike Kerley; with Asia’s income growth coming from elsewhere. For anyone with an interest in the…
Cracks in Colombia’s Peace Deal
The Farc peace deal allowed Colombia to showcase its recent economic and social progress to the world. Now that Iván Márquez, the former Farc peace deal negotiator, and fellow high-level Farc figures, Jesus Santrich and Hernan…
Logical progression
David Prosser explains why and how to make considered and circumstantially-appropriate investment choices. For professional investors such as pension funds, an idea known as “liability-driven investment” has been fashionable for some years now. It’s essentially…
Globetrotting – Investing around the world with Ian Cowie
Global stock markets suffered a shocking start to October. The FTSE 100 index of Britain’s biggest shares fell by 3.2% in one day - its worst session since January 2016 - while America’s Dow Jones Industrial…
Building resilience into a portfolio
By Iain Pyle, Investment Director, Shires Income PLC The outcome for the UK economy is uncertain and resilience is likely to prove important Keeping a balance between high growth and higher yield, and between domestic…
Turning Japanese
With the Rugby World Cup starting next week and the 2020 Olympic Games on the horizon, Japan is set to be the focus for many around the world in the coming months. For investors, long-term…
London’s Lord Mayor on Latin America
Climate change presents an unprecedented challenge for us all – politicians, businesses and individuals alike. It is estimated that some $90trillion will be needed globally by 2030 to achieve international sustainable development and climate objectives.…
Pan Am Games Prove Peru’s Progress
This summer elite athletes from Canada to Chile arrived in Peru as Lima hosted the Pan-American and Parapan American Games. It was the first time that we’ve held a sporting event of this size and…
Sticking to our guns on value
Laura Foll, Co-Fund Manager of Lowland Investment Company, highlights activity on the Trust’s portfolio over the last quarter and what investors can reasonably expect over the coming months. Laura also explains how the team’s investment…
Positive global income trends
Ben Lofthouse, Fund Manager of Henderson International Income Trust, outlines some of the positive income trends from around the world, which the Trust has benefited from; and he explains how the Trust is impacted by…
Finding balance for The City of London Investment Trust
Job Curtis, Fund Manager of The City of London Investment Trust, is relatively calm about the UK economy amid slowing economic data; and in this video he explains the thinking behind three new companies in…
Has the value comeback been postponed?
Alex Crooke, Fund Manager for Bankers Investment Trust, explains why his predictions for the second half of the year have changed as political uncertainty continues to hamper business confidence. Alex also gives an update on…
Interview with Francisco Ísmodes, Peru’s Minister of Energy and Mines
LatAm Investor: What have you done to improve the environment for investors? Minister Ísmodes: Since becoming Minister for Energy and Mines 14 months ago I have focused on strengthening the sustainability and competitiveness of the mining and…