Should investors be wary of the capital cycle?

Season 4, Episode 8,  Jul 05, 02:07 PM

Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, talk about the micro/macro factors affecting European equity markets, how they are navigating some of these challenges, and highlight the benefits of their style agnostic approach. They also touch on the impact of Covid-19 and the war in Ukraine on the ESG landscape.