For financial professionals in the UK

Investment Trust Insights

Our latest research and insights on investment trust investing

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Will cost-cutting catalyse growth?

Will cost-cutting catalyse growth?

Laura Foll, Co-Fund Manager for Lowland Investment Company, discusses whether widespread corporate structural cost-cutting, and the resultant earnings enhancements, will trigger the re-ratings necessary for UK value to be realised.

Henderson Far East Income – Fund Manager AGM presentation

Henderson Far East Income – Fund Manager AGM presentation

Watch Mike Kerley, Co-Fund Manager of Henderson Far East Income, present on the Trusts’ performance over the last financial year and his outlook for the coming months.

Looking to the “sunny uplands of recovery”

Looking to the “sunny uplands of recovery”

David Smith, Fund Manager for Henderson High Income Trust, discusses the latest portfolio activity, the Trust’s recent performance and highlights the companies driving this performance.

The City of London Investment Trust; well placed going into 2021

The City of London Investment Trust; well placed going into 2021

Job Curtis, Fund Manager of The City of London Investment Trust, discusses the latest portfolio activity; along with the best and worst performers within the Trusts portfolio. Job also discusses the latest events impacting the UK market, how the Trust is positioned as a result and how the Trust has performed over the last quarter.

Fund Manager December Commentary – Lowland Investment Company

Fund Manager December Commentary – Lowland Investment Company

Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in December, portfolio activity and her thoughts on wider economic and political developments.

Fund Manager December Commentary – The City of London Investment Trust

Fund Manager December Commentary – The City of London Investment Trust

Job Curtis, Fund Manager for The City of London Investment Trust, delivers his monthly commentary on how the Trust performed in December, portfolio activity and his thoughts on wider economic and political developments.

Ollie Beckett; “Valuation will matter”

Ollie Beckett; “Valuation will matter”

Ollie Beckett, Fund Manager of TR European Growth Trust, delivers an update on the Trust and how the portfolio is positioned considering the Brexit deal. Ollie also discusses why he believes valuation and European smaller companies may benefit from a pickup in economic growth in the new year.

Brexit and UK Smaller Companies

Brexit and UK Smaller Companies

Neil Hermon, Fund Manager for Henderson Smaller Companies Investment Trust, discusses the Trusts recent performance; specifically, how the Trust has outperformed its benchmark in a very challenging year. Neil also discusses latest changes in the portfolio.

Fund Manager December Commentary – Henderson EuroTrust

Fund Manager December Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in December, portfolio activity and his thoughts on wider economic and political developments.

Trust TV Highlights: Lowland Investment Company

Trust TV Highlights: Lowland Investment Company

Watch the best bits of Laura Foll, co-manger of Lowland Investment Company, on Trust TV as she discusses macro-economics, portfolio themes and her thoughts on wider issues she is currently confronting in these challenging times.

Trust TV Highlights: Henderson European Focus Trust

Trust TV Highlights: Henderson European Focus Trust

Watch the best bits of Tom O’Hara, portfolio manager of Henderson European Focus Trust, on Trust TV, as he discusses macro-economics, portfolio themes and his thoughts on wider issues he is currently confronting in these challenging times.

Inflation: is this the real thing? Is this just fantasy?…

Inflation: is this the real thing? Is this just fantasy?…

John Pattullo, Co-Fund Manager of Henderson Diversified Income Trust, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.