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Trust TV: TR European Growth Trust

Trust TV: TR European Growth Trust

Ollie Beckett, Fund Manager of TR European Growth Trust, answered questions live from an online audience on the last episode of Trust TV.

Trust TV: Henderson Diversified Income Trust

Trust TV: Henderson Diversified Income Trust

John Pattullo, Co-Head of Henderson Diversified Income Trust, tackled questions from a live online audience in the last episode of Trust TV.

Focusing on resilience to preserve income

Focusing on resilience to preserve income

David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.

Why are foreign investors buying UK companies?

Why are foreign investors buying UK companies?

Job Curtis, Fund Manager of The City of London Investment Trust, explains why he believes overseas interest in the UK equity market could be an indication of value opportunities in domestic equities as he discusses the Trust’s latest portfolio activity; and why this may be good news for long term investors. Job also explains why he is “cautiously optimistic” for the future of the UK market as it appears highly attractive from an income point of view.

Watch the 2019 HDIV AGM

Watch Co-Fund Managers John Pattullo and Jenna Barnard present to shareholders at the 2019 AGM.​

Game on! Why investment trusts can challenge private equity

Game on! Why investment trusts can challenge private equity

Investment trusts can go toe-to-toe with private equity firms, says John Bennett, Fund Manager of Henderson European Focus Trust, owing to their unique access to “permanent capital”. John also explains why European equities might be poised to rally.

Recession? Hallelujah! Bring on the bargains

Recession? Hallelujah! Bring on the bargains

Recessions often bring with them stock market opportunities, says John Bennett, Fund Manager of Henderson European Focus Trust. John also explains why he’d like to lower the minimum number of stocks the Trust can hold further to 35.

Fund Manager September commentary – City of London Investment Trust

Fund Manager September commentary – City of London Investment Trust

Fund Manager commentary – City of London Investment Trust

Healthy returns amid Hong Kong concern

Healthy returns amid Hong Kong concern

Henderson Far East Income Ltd. enjoyed a good financial year (ending 31 August), with Asian companies contributing attractive returns during the period, but the situation in Hong Kong is a genuine concern for investors in the region.

Fund Manager Commentary – Lowland Investment Company

Fund Manager Commentary – Lowland Investment Company

Fund Manager Commentary – Lowland Investment Company

Is Europe poised to rally as trade war calms?

Is Europe poised to rally as trade war calms?

Ollie Beckett, Fund Manager for TR European Growth Trust, discusses the latest portfolio activity, in particular how the team has chosen to stick with a value bias. Ollie also explains how a calming of tensions between the US and China could have a positive impact on European value stocks.

UK balance sheets remain robust

UK balance sheets remain robust

  Despite the persistent uncertainty hanging over UK companies, balance sheets look robust and lessons have been learned since the last financial crisis, says Neil Hermon, Fund Manager of Henderson Smaller Companies Investment Trust. Transcript Q: What can you tell us about your activity regarding The Henderson Smaller Companies Investment Trust portfolio over the summer