For financial professionals in the UK

Insights

Expert thinking for better investment and business decisions.

Investment Insights

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.

10 minute watch

10 minute watch

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.

6 minute read

6 minute read

Investment Insights

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.

5 minute read

5 minute read

Investment Insights

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.

6 minute read

6 minute read