Finding value in American growth

Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of…

Why the Tiger economies are poised to pounce

Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.…

European Equities: Back to School

September in the Northern Hemisphere tends to be the beginning of the new school year. This year there seems to be a large amount on the ‘curriculum’. Starting with Brexit, the temperature is rising as…

The Asian Financial Crisis 20 years on

In the four years between 1993 and 1996 the tiger economies of Asia led the world in terms of gross domestic product (GDP) growth and stock market returns as foreign and local investors piled in…

Lowland: small and mid-caps for…income?

The UK dividend seeker’s dilemma: avoiding too much income concentration. The concept surrounds a fairly well-penned story in the press about how the vast majority of the UK’s dividends are paid by a small cadre…

‘Peak’ everything?

John Pattullo, Co-Head of Strategic Fixed Income In the 1980s I remember writing an economics homework essay about how the world was going to run out of oil by the year 2000 — Marion King…

Europe: As the Politics Subside

Might Europe be the place to be? I think European equities tick a lot of the right boxes right now. Economies are recovering – indeed the first quarter of 2017 saw Europe once more grow…