Why caution on Hong Kong is paying dividends October 24, 2019 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 Asian growth story, the scenes in Hong Kong are very worrying. While no one could have foreseen the scale and [...]
Polystyrene: The turnaround from misperception to circularity success October 15, 2019 Image: Polystyrene’s circularity in action with Agilyx’s recycling technology at the Regenyx facility in Tigard (photo by Agilyx). Polystyrene is very widely used, with approximately 800.000 tons sold into the European Union packaging market every year and several million tonnes of virgin polystyrene produced globally every year. It lends itself well to safe food packaging, [...]
Delving inside FinTech innovator Prepaid Financial Services October 15, 2019 “Our core strength is achieving consistent profitability,” Valerie Moran, Head of Operations & Client Relations. It’s late on a Wednesday night in the City. PFS’ owners have reached the end of a selfie queue at a private bank after Valerie Moran was invited to deliver a keynote speech on a hot topic – Diversity and [...]
The magic of Macao September 26, 2019 The saying goes that good things come in small packages, and nowhere lives up to this more than Macao, the diminutive Chinese region located on the country’s south-east coast. Measuring at just 13 square miles, it still manages to pack a vibrant cultural punch, with its Portuguese-Chinese heritage creating an eclectic backdrop on which everyday [...]
Positive global income trends August 13, 2019 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 the ongoing trade war.
Has the value comeback been postponed? August 13, 2019 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 asset allocation within the portfolio, particularly in light of the China-US trade war.
Henderson Smaller Companies in good shape June 6, 2019 (Janus Henderson) Neil Hermon, Fund Manager of Henderson Smaller Companies Trust, says he is confident in his portfolio despite economic and political uncertainties.