28th April 2011
Henderson: April Bulletin
Talking in Absolutes
Luke Newman, co-fund manager of the Gartmore UK Absolute Return Fund
The world of investment management often revolves around relative performance but for many investors their goal is quite simple: they want to make money. The severe equity bear markets of the last decade, however, left many investors disillusioned that they were taking risks with their capital yet not even achieving a positive return
Targeting China's industrial and economic evolution
Charlie Awdry, Manager of Gartmore China Opportunities Fund
These are interesting times for China investors. This reporting season has produced some surprising results; moreover, we believe that the latest Five-Year Plan has created fresh investment opportunities.
The 2011 corporate bond vintage - managing bond risk as the economic cycle rolls on
Jenna Barnard, Director of Retail Fixed Income
It is our belief that we are currently at a mid to late cycle point for corporate bond investors in which income will be the primary driver of total returns. Given the recovering economic backdrop and a benign outlook for default rates over the coming 1-2 years we continue to favour areas of the credit market that offer yields of 7% or higher.
Market update
ill McQuaker, Deputy Head of Equities
"But screw your courage
to the sticking place,
And we'll not fail".
Macbeth, William Shakespeare
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