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Investment Trust Insights

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In times of uncertainty, stick to the knitting

In times of uncertainty, stick to the knitting

John Pattullo, Co-Portfolio Manager of the Henderson Diversified Income Trust, provides an update on the Trust, highlighting performance over past year, areas where he is finding opportunities within the bond market, the current inflation debate, and provides an outlook for the coming months.

UK smaller companies the key to outperformance

UK smaller companies the key to outperformance

In this video, Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance highlighting the contribution from different ‘buckets’ to performance and areas where she is finding opportunities. Laura also touches on the Trust’s discount.

Valuations extreme?

Valuations extreme?

In this video, John Bennett, Portfolio Manager of the Henderson European Focus Trust, provides an update on the Trust highlighting the rotation between growth and value stocks, valuations in the ‘growthy’ segments of the market, and touches on the inflation conundrum.

Shares Investor Evenings webinar with Job Curtis

Shares Investor Evenings webinar with Job Curtis

In this webinar for Shares Investor Evenings, Job Curtis, Portfolio Manager of the City of London Investment Trust, discusses the Trust’s investment philosophy, performance over the last 12-months, and areas where he is finding opportunities. Job also provides his outlook for the UK equity market.

Fund Manager October 2021 Commentary – Henderson European Focus Trust

Fund Manager October 2021 Commentary – Henderson European Focus Trust

John Bennett, Portfolio Manager of Henderson European Focus Trust, provides an update on the Trust highlighting factors affecting the European market and areas where he is finding opportunities.

Fund Manager October 2021 Commentary – Henderson Eurotrust plc

Fund Manager October 2021 Commentary – Henderson Eurotrust plc

Jamie Ross, Portfolio Manager of Henderson Eurotrust, provides an update on the Trust highlighting factors affecting the market and areas where he is finding opportunities.

Fund Manager October 2021 Commentary – City of London Investment Trust

Fund Manager October 2021 Commentary – City of London Investment Trust

Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the key drivers of performance, recent portfolio activity and factors affecting the market.

Asia-Pacific – a profit powerhouse

Asia-Pacific – a profit powerhouse

This paper looks at how profits and dividends in the Asia Pacific region held up in 2020 compared to the rest of the world and explores the structural trends driving the region’s growth. It then goes on to examine how Henderson Far East Income Limited, an investment company managed by Janus Henderson, is looking to capitalise on the opportunities presented by these fundamental macroeconomic trends.

Why consistency matters

Why consistency matters

Despite an eventful decade that has proved unsettling for markets, The Henderson Smaller Companies Investment Trust has consistently outperformed its benchmark by looking through the noise and sticking to its tried and tested investment process. In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, explores moments that have defined the decade in Europe and reveals the ‘secret sauce’ to the Trust’s long-term outperformance.

The City of London Investment Trust – Fund Manager 2021 AGM presentation

The City of London Investment Trust – Fund Manager 2021 AGM presentation

Job Curtis, Portfolio Manager of the City of London Investment Trust, delivers his AGM shareholder presentation for 2021. Job covers the Trust’s performance over the last financial year, portfolio activity over the period and an outlook for the UK equity market.

Global Dividend Cover Report 2021

Global Dividend Cover Report 2021

For portfolio managers, investors and businesses alike, the experiences of 2020 will prove difficult to erase from memory. The latest edition of the Henderson International Income Global Dividend Cover Report takes a look at how profits and dividends fared during the pandemic, and how this impacted the global dividend cover. The report also provides an insight into how Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, identifies yield traps and touches on the outlook for profits, dividend, and dividend cover.

The constancy of change

The constancy of change

This paper focuses primarily on exploring the rising power of China – particularly its economic development – and its implications for the rest of the world. It goes on to examine how Henderson Far East Income, an investment company managed by Janus Henderson, is looking to capitalise on the opportunities presented by this fundamental macroeconomic trend.