Expert thinking for better investment and business decisions.
Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust discusses the half-year results, including the key drivers of performance, changes made to the portfolio and investing in sustainable companies. Ollie also provides his outlook for European smaller companies.
In the Henderson Opportunities Trust plc AGM presentation, Portfolio Manager James Henderson, and Assistant Client Portfolio Manager Olivia Vernall, discuss performance over the last financial year, how the portfolio has been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
Why are oil companies essential for the low carbon transition?
Following a gloomy 2022, 2023 has brought tentative reasons for optimism on the global economy. In particular, softening inflation and hopes that the recession may not be as severe as expected. Smaller companies have often performed well during periods of improving economic sentiment. Following a challenging year, is now the time to reconsider small cap stocks?
Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the key drivers of performance in 2022, China’s reopening, inflation and interest rate risk in the Asia Pacific region and highlights the dividend trends he expects to play out in 2023.
Jamie Ross, Portfolio Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of one of the most prestigious luxury brands - Hermes.
In The Bankers Investment Trust plc AGM presentation, Portfolio Manager Alex Crooke, discusses performance over the last financial year, how the team has been navigating a tricky market environment, and highlights some of the key themes playing out in the portfolio.
The City of London Investment Trust Portfolio Manager, Job Curtis, discusses portfolio performance over the last 6 months, where the portfolio management team has been finding opportunities in the UK market, and how the portfolio is positioned to face the looming recession.
David Smith, Portfolio Manager of Henderson High Income, discusses the Company’s impressive dividend record, UK equity market valuations and areas where he is finding performance, the comeback of bonds, and the outlook for UK dividends in a recessionary environment.
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, discusses performance over the last year, how businesses are dealing with higher input costs amid lower consumer spending and dividend sustainability during a period of low growth.
Sat Duhra, Portfolio Manager of Henderson Far East Income highlights what the Year of the Rabbit could bring for investors.
