Portfolio Manager, Sat Duhra, discusses the full-year results for Henderson Far East Income Limited (HFEL) including performance over the course of the year, changes to the portfolio and his outlook for Asian markets in the year ahead.
Expert thinking for better investment and business decisions.
The Bankers Investment Trust has achieved 57 years of dividend growth thanks to a global, diversified and differentiated approach…
In this AGM Presentation, Jamie Ross, Portfolio Manager of Henderson EuroTrust plc, discusses performance over the last financial year, how he has been navigating a volatile market environment, and highlights areas where he has been finding opportunities.
While balance sheet discipline is often a welcome feature of a potential investment, occasionally it pays to consider businesses that are spending cash on themselves, as we have done for Lowland Investment Company.
In this AGM Presentation, Job Curtis and David Smith, Portfolio Manager and Deputy Portfolio Manager of the City of London Investment Trust, discuss the Company’s performance over the last financial year, areas where the Company has been finding opportunities, and provide an outlook for dividends going forward.
As the rate of inflation continues to fall, the Bank of England will come under pressure to cut interest rates. Henderson High Income Investment Trust has identified several areas that should deliver high income levels for investors but also the prospects of capital growth in a falling rate environment.
After the Covid-19 pandemic locked-up much of the world’s population, demand for travel is soaring. One company, identified by the managers of Henderson Far East Income Limited, that has benefited from this trend is Samsonite, thanks to savvy brand deals and an attractive balance sheet.
A narrowing yield gap may encourage investors to flock to fixed income, but the role of equity income in a diversified portfolio should not be discounted. The City of London Investment Trust has delivered inflation-outpacing dividend growth over the long term.
Consumers have taken a battering in recent years, first from Covid-19 and more recently from the rising cost of living, but since then UK leisure and hospitality spending has bounced back from pandemic lows. For investors in Henderson Smaller Companies Investment Trust, it’s a reason to raise a glass.
Portfolio manager Ben Lofthouse discusses Henderson International Income Trust plc (HINT) full-year results, including performance over the period, the impact of interest rates and inflation on global dividends, and his outlook for the year ahead.
Our ability to take a long-term view on the prospects of the Danish healthcare firm was a crucial component of our decision to add it to the Henderson EuroTrust portfolio in 2017.