For financial professionals in the UK

David Smith: Pent-up consumer demand points to a strong economic recovery

David Smith, CFA

David Smith, CFA

Portfolio Manager – Henderson High Income | Deputy Portfolio Manager - The City of London Investment Trust


4 Jun 2021
5 minute watch

David Smith, Fund Manager for Henderson High Income, discusses the Trusts recent outperformance, how he has navigated the re-opening of the UK economy, and provides his economic and income outlook over the coming months.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

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David Smith, CFA

David Smith, CFA

Portfolio Manager – Henderson High Income | Deputy Portfolio Manager - The City of London Investment Trust


4 Jun 2021
5 minute watch