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…
Tick-tock
With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but this could present an attractive entry point for investors…
Brexit bargains
Are value-focused managers making the most of political uncertainty? With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but…
Confidence in the long term over short-term uncertainty
Neil Hermon shares his thoughts on recent market volatility and the strategy for The Henderson Smaller Companies Investment Trust. These are the views of the author at the time of publication and may differ from…
Far East Income: Trade war, China’s debt ‘crisis’ and a global slowdown?
Mike Kerley, Fund Manager of Henderson Far East Income, explains why China might fair better than most in a global economic slowdown; and shares his thoughts on the Trust’s performance in 2018 and outlook for…
From acorns to oaks
Uncertainty around Brexit has hit UK markets and raised questions about the UK’s economic prospects, but what effect is it having on the UK’s smaller unquoted companies? Despite a tough year, the average VCT returned…
Climate change must change investors’ portfolios For Professional Investors Only
Scientists’ warnings about a steadily warming planet have raised awareness about climate change – and the asset-management industry is paying attention. The reason for this growing interest is simple: to slow or even reverse global…
Emerging Markets double digit returns for 2019? For Professional Investors Only
What should we expect this year? At the start of each year we consider our return forecasts for Emerging Market assets over the next 12 months, in order to frame our expectations for taking active…
Thai elections: all change and no change
Thailand is to hold its first general election in seven years, bringing an end to the military dictatorship. All the candidates have a pro-business agenda, differentiating on personality rather than policies Thai economic growth remains…
Small is mighty
High earners and serious savers find it harder to use pensions to keep wealth beyond the grasp of the taxman, since the Treasury tightened the rules. That’s the bad news. The good news is that…
LatAm Bond Buyers Make Their Predictions for 2019
How will political change impact investments in the region in 2019? Bryan Carter: At a broad level what’s quite exciting is that the majority of the governments in South America, in the large countries at…
What investors need to know as Brexit nears For Professional Investors Only
As the date of the UK’s planned exit from the EU approaches, there’s an increased probability the Prime Minister will win support for her Brexit deal. But a “no-deal” scenario cannot be ruled out –…
New Year Resolution?
The 5th of February marked the start of Chinese New Year, ushering in the Year of the Pig. Pigs are said to be generous and enthusiastic and though they may not stand out from the…
Ignore the noise: UK dividends should be prized
Brexit has weighed heavily on UK shares, even where it will have little impact on the companies themselves The yield on UK shares has hit its highest level since March 2009 Significant pessimism appears priced…
Just what the doctor ordered
Ian Cowie dissects a relatively good year for biotech and healthcare investment companies. Many investors may be feeling a bit queasy after stock markets’ feverish finish to last year and a shaky start to 2019.…
Outlook for Asian equities – 2019: the good, the bad and the surprising
Our Asian equity specialists outline the major investment themes in Asia over the coming year. What opportunities are on your radar? We expect further development of the four powerful secular trends which are supporting Asian…
Smaller companies: not as vulnerable as you think
Smaller companies have been seen as more exposed to any potential deterioration in the UK economy They are also seen as more risky in an environment where investors are nervous The reality for smaller companies…
Outlook for income investors – 2019: the good, the bad and the surprising
Mark Whitehead, Portfolio Manager and Head of Income at Martin Currie, provides his thoughts on the major investment themes for income investors to keep an eye on. What opportunities are on your radar? As income investors,…
Healthy prospects
Polar Capital Global Healthcare explain why big pharma shouldn't be ignored. As well as disruption and innovation coming from smaller, more nimble companies, we are now seeing the proactive, larger businesses driving structural change across…