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An optimistic outlook for global markets
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Alex Crooke, Fund Manager for The Bankers Investment Trust, discusses recent performance of the Trust and highlights which stocks in particular are driving this performance. Alex also looks at the year ahead and explains why he is largely optimistic on the outlook for global markets and highlights which regions and sectors he and his team have been focussing on.
References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security. Janus Henderson Investors, one of its affiliated advisor, or its employees, may have a position mentioned in the securities mentioned in the report.
Looking to the “sunny uplands of recovery”
Janus Henderson
David Smith, Fund Manager for Henderson High Income Trust, discusses the latest portfolio activity, the Trust’s recent performance and highlights the companies driving this performance. David also explains why he believes that by gaining the much-anticipated clarification on Brexit and COVID-19 vaccines, the UK equity market should look towards a positive recovery in 2021.
Glossary
Net asset value (NAV): the total value of a fund’s assets less its liabilities.
Cyclical stocks: Companies that sell discretionary consumer items, such as cars, or industries highly sensitive to changes in the economy, such as miners. The prices of equities and bonds issued by cyclical companies tend to be strongly affected by ups and downs in the overall economy, when compared to non-cyclical companies.
JP Morgan AM hires investment stewardship head 1 minute read 21 January 2021
JP Morgan Asset Management has appointed a new head of investment stewardship and hired an ESG expert as part of its “ongoing commitment to sustainable investment”.
Felix Lam will join JPMAM as head of investment stewardship for Asia, ex-Japan. Mr Lam will be responsible for overseeing JPMAM’s regional stewardship approach by leading corporate engagement and overseeing proxy voting and stewardship reporting. The role is based in Hong Kong and reports to Jennifer Wu, global head of sustainable investing.
“Felix brings extensive expertise in equity research and ESG engagement, particularly in Greater China companies. He will help us to significantly boost our Investment Stewardship efforts,” Ms Wu said.
Investor engagement on climate change has been gaining unprecedented momentum.
A combination of extreme weather disasters, weakening revenues and asset write-downs at oil and gas companies, accelerating clean energy deployment and a new administration with ambitious plans for reducing greenhouse gas emissions is driving this increased investor engagement on climate change. As a result, more companies are disclosing climate-related material risks and sharing information about their transition plans to become net-zero businesses.
Investors are engaging with companies as never before by pairing behind-the-scenes stakeholder dialogue with the one-two punch of filing and supporting public shareholder proposals. All with the goal of encouraging companies to disclose risks and align their business strategies with a net-zero emissions future, in line with keeping global temperature rise to no more than 1.5 degrees.