Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses how he is navigating the current market environment, how companies within the portfolio are dealing with rising input costs to sustain margins, and explores the pros and cons of nearshoring.
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that affected the European market in April and outline recent portfolio activity.
Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust, provides an update on the Trust – discussing factors currently affecting the European market, including supply chain disruptions, higher inflation, and energy costs. Ollie also highlights how he is navigating this market environment and why European smaller companies might be positioned to benefit from the transition towards clean energy.
In a comprehensive research report, The European Smaller Companies Trust examine the results of over 3,000 companies across Europe and the UK in order to assess the historic performance, contemporary landscape and long-term outlook for smaller European companies.
Job Curtis, Portfolio Manager of The City of London Investment Trust, reflects on factors that affected performance during the first quarter and looks at the role oil and mining companies might play in decarbonisation and electrification. Job also provides his outlook for UK dividends in the coming months.
The Covid-19 pandemic brought new challenges for consumers and businesses alike. Everything, from the way we work, eat, shop, and entertain ourselves, was upended, and companies were forced to adapt to our new way of life. Here, we look at how these challenges have played out and how companies within the Lowland Investment Company, managed by Laura Foll and James Henderson, have adapted to the new normal.
Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust, highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for the UK equity market.
Mike Kerley, Portfolio Manager of Henderson Far East Income, talks about factors currently affecting the Asian market, notably the regulatory clampdown in China and the divergence in performance between North and Southeast Asian countries. Mike also explores what decarbonisation and the transition towards clean energy might mean for the region.
Job Curtis, Portfolio Manager of The City of London Investment Trust – one of the world’s oldest – talks about the impact of rising inflation, soaring energy prices,and the war on Ukraine on the UK market. Job also touches on the role oil and mining companies will play in decarbonizing the planet and the energy transition.
In this article, Jamie Ross, Portfolio Manager of Henderson EuroTrust, explores the factors behind the growth to value rotation and how they have impacted the Trust. Jamie also highlights why quality growing businesses are essential for navigating a volatile and uncertain market environment.