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Finding financials
An easy mistake to make after the global financial crisis has been to look at the financial sector through the lens of the failings of a very small number of large banks. Another is to…
Why Asian income stocks are different
Payouts from Chinese listed companies exceeded 1 Trillion Yuan for the first time in 2017, as companies paid out around a third of their profits. It is symptomatic of a dividend revolution in Asia, which…
Why Latin America Loves Trade Deals
What happened? Chile, Mexico and Peru in March became members of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). The agreement reduces tariffs between 11 countries, including Japan and Canada, which amount to 13%…
The world’s biggest health challenges
Investment companies have been offering investors access to innovative businesses and sectors for 150 years and an area where innovation is particularly prominent today is healthcare and biotechnology. It’s well known that investment companies in…
The opportunities in volatility
Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility Volatility has crept back into global markets after a good run in the…
Emerging markets
The first investment company launched back in 1868 enabled private investors to benefit from investing in a diversified portfolio of investments to spread risk. The first investment companies invested in the emerging markets of their…
Let’s play fantasy fund manager
Let’s play fantasy fund manager. If you were asked to pick a World Cup winning global equity team, who would you select? You know you can’t rely on a single star player to win the…
Where is the clever money going? June 2018
Despite continuing geopolitical uncertainties – headlined by North Korea, President Trump’s global trade tariff aggression, tension with Russia and Iran, and concerns over Italian politics and the future of its relationship with the EU –…
Expanding horizons
150 years after the first investment company was launched, the industry is still expanding investors’ and advisers' options to new and innovative areas. Of course there are many well-known investment companies investing in equities and…
Sector Specialist: Debt
With interest rates at all-time lows over the past decade, investors have increasingly been looking to alternative assets in their search for income. Sector Specialist: Debt is one of the highest-yielding investment company sectors and…
Why picking winners matters in Asia
When markets are buoyant, active investing can seem old-fashioned. Why bother with all that research - looking at cash flow, monitoring sales growth, meeting management - when an index fund is giving you a good…
Alternative routes to income
Income-seeking investors struggling with low interest rates on bonds and deposits plus high share prices, should consider investment companies holding alternative assets. Infrastructure - such as public buildings funded through the private finance initiative (PFI)…
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…
Asia: growth in the right places
The Asian growth story has been well told: economic growth rates are exciting; there is a nascent consumer boom, fuelling by a growing middle class; there is a growing culture of innovation and entrepreneurship. The…
Not So Bearish on US Fixed Income
The market has been pretty bearish on US bonds for some time now, a crowd that we have been firmly sat in. The bear case is clear; not only are major buyers on strike, some…
Should trade tariffs matter to investors in Asia?
The threat of a trade war between the US and China has created considerable volatility in Asian markets in recent weeks. Investors fear that it poses a continued threat to the growth of Asian companies…
Was 2017 as good as it gets for Asian stock markets?
2017 was an exceptional year for Asian stock markets, but it has been a more turbulent ride since the start of 2018. From trade tariffs, to slowing global economic data, volatility has re-emerged and the…
Not just temples and beaches, why Thailand is a unique investment destination
Thailand is more often thought of as a holiday destination than a place to invest. However, if you can look beyond its beaches, it is the hub of a thriving regional economy, presenting real opportunities…