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Fund Manager October commentary – Henderson EuroTrust

Fund Manager October commentary – Henderson EuroTrust

Fund Manager October commentary – Henderson EuroTrust

Positioned to capitalize on Brexit clarity

Positioned to capitalize on Brexit clarity

Laura Foll, Co-Fund manager for Lowland Investment Company, explains why liquidity restraints on open ended funds, the US-China trade war and uncertain UK politics have all made for a tough year for the Trust. However, despite a difficult year, the beginning of the final quarter has seen an improvement in Lowland’s performance versus its benchmark as sentiment towards the UK improves as more clarity comes around Brexit. Laura also discusses the latest portfolio activity and why the Trust’s exposure to domestic UK companies will enable the team to take full advantage of excellent value opportunities amongst UK equities.

Unloved and undervalued? Yes please!

Unloved and undervalued? Yes please!

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, explains why smaller UK companies have performed poorly compared to broader markets and how this has affected the Trusts performance. Laura also discusses the latest key buys and sells within the Trusts portfolio and why the Trust is well positioned to take full advantage of value opportunities amongst unloved and undervalued UK domestic companies.

Can quality growth bonds beat low rates?

Can quality growth bonds beat low rates?

John Pattullo, Co-Fund Manager for Henderson Diversified Income Trust, explains that the inverted yield curve is reliable indicator of recession and why he believes we are still very much in the global financial crisis. John also explains how the current economic environment favours bond investing and why investors should seek growth bonds for a secure income stream.

Is the UK doomed without big tech players?

Is the UK doomed without big tech players?

James Henderson, Co-Fund Manager of Lowland Investment Company, challenges the consensus that the UK is destined to lag the US, owing to the absence of large-cap tech companies. The main US index, the S&P 500, has a 22% weighting in technology companies, while the UK FTSE All Share by contrast has only 1%. The companies

EuroTrust: Our Approach to concentration, gearing and trading

EuroTrust: Our Approach to concentration, gearing and trading

When meeting with investors in EuroTrust, there tend to be a few questions that often come up in conversation. With this short article I will try to address three of these questions; How much concentration is appropriate? How do I intend to utilise the Trust’s borrowing facility (gearing)? And, what is my approach to trading?

Have we returned to an inflationary world?

Have we returned to an inflationary world?

Jamie Ross discusses a change in direction for equities in Europe during the third quarter of the year and shares his thoughts on the European Central Bank’s recent announcements.   Glossary ECB: European Central Bank Fixed income security: Also known as bonds, these are debt securities issued by a company or a government, used as

Why caution on Hong Kong is paying dividends

Why caution on Hong Kong is paying dividends

Prudent investors will have been cautious on Hong Kong for some time, says Henderson Far East Income Fund Manager Mike Kerley; with Asia’s income growth coming from elsewhere. For anyone with an interest in the Asian growth story, the scenes in Hong Kong are very worrying. While no one could have foreseen the scale and

Positive on US bonds

Positive on US bonds

In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view on why inflation is likely to remain low for the foreseeable future. To watch the full interview, click here.

Why investors shouldn’t overlook Europe

Why investors shouldn’t overlook Europe

In the latest episode of Trust TV, Ollie Beckett, Fund Manager of TR European Growth Trust, tackled investor questions around Europe’s economic outlook and the consequences of further quantitative easing on the continent’s equity market.

Fund Manager Commentary – Lowland Investment Company

Fund Manager Commentary – Lowland Investment Company

Fund Manager Commentary – Lowland Investment Company

Henderson International Income Trust Global Dividend Cover Report

Henderson International Income Trust Global Dividend Cover Report

The Global Dividend Cover Report from Henderson International Income Trust highlights the importance of dividends based on analysis of 10 years of data on profits and dividends from the world’s largest 1,200 listed companies by market capitalisation, all of which were constituents of the 2019 Janus Henderson Global Dividend Index (JHGDI).