Experienced European equity manager John Bennett uses the early identification of industry or sector themes to help him discover under-researched opportunities. He ignores the macro-driven fear and optimism that tends to fill the newspapers, and instead focuses on what matters – real or absolute value – when investing in stocks in his Janus Henderson European Selected Opportunities and Janus Henderson European Focus funds.
Read more about Janus Henderson European Selected Opportunities and European Focus
Biodiversity 8 million or so plants, animals and bacteria species on the planet and their ecosystems. In this podcast, Jamie Jenkins, co-manager of BMO Responsible Global Equity, talks to us about how this relates to water scarcity. He also discusses his engagement with companies around labour and human rights issues and tells us about the...
Job Curtis, manager of City of London investment trust, tells us how he dipped into the revenue reserves to enable the trust to increase its dividend payment for the 54th consecutive year. He reassures investors that he still has around four years’ worth of reserves should the challenges continue, but that he believes we could be through the worst...
ESG has become a more prominent part of the fund management industry over the past couple of years, but the focus has really been on the E (environment) and G (governance). In this podcast, Katherine Kroll, senior sustainable investing specialist at Brown Advisory, talks to us about the S: social issues. She tells us why they have been overlooked,...