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European equities offer investors fair value

European equities offer investors fair value

The European equity market is often overlooked by investors, but valuations are reasonable and economic data is improving, says Jamie Ross, fund manager of Henderson EuroTrust.

Why liquidity doesn’t trouble Investment Trusts

Why liquidity doesn’t trouble Investment Trusts

James Henderson, co-fund manager for Henderson Opportunity Trust, discusses the Trust’s latest portfolio activity and the discusses the benefits of a closed-end structure.

Optimistic outlook for the UK economy

Optimistic outlook for the UK economy

Neil Hermon, fund manager for Henderson Smaller Companies Trust, discusses the Trust’s “excellent” performance in 2019

Can active fund managers beat the index?

Can active fund managers beat the index?

In this snippet from the latest episode of Trust TV, Job Curtis discusses active vs passive investment strategies and the future of the UK equity market.

Is 2020 the year for European small cap?

Is 2020 the year for European small cap?

Ollie Beckett, fund manager for TR European Growth Trust, explains why he believes European smaller companies are performing well; Ollie believes this is due to renewed investor confidence as economic data points towards a stabilisation and a positive start to 2020. Ollie also discusses the latest portfolio activity and which stocks have performed exceptionally well.

Fund Manager December commentary – The City of London Investment Trust

Fund Manager December commentary – The City of London Investment Trust

Fund Manager December commentary – The City of London Investment Trust

How to build a sustainable income portfolio

How to build a sustainable income portfolio

Watch David Smith answer private investor’s questions live from the London Stock Exchange in the latest episode of Trust TV.

Kepler research – Henderson EuroTrust

Kepler research – Henderson EuroTrust

Kepler research – Henderson EuroTrust

Fund manager December commentary – Henderson EuroTrust plc

Fund manager December commentary – Henderson EuroTrust plc

Fund manager December commentary – Henderson EuroTrust plc

Is there a liquidity problem in UK small cap?

Is there a liquidity problem in UK small cap?

The smaller company investor faces a new problem following the fall out over Woodford’s funds; this is the focus on liquidity. How long would it take to liquidate a position at the quoted price? This is the question portfolio managers are being asked by their risk departments and business managers. The usual answer is to

Henderson Diversified Income Trust – Marten & Co Research Note

Henderson Diversified Income Trust – Marten & Co Research Note

Please find attached a one-page summary of the Marten & Co research report on Henderson Diversified Income Trust plc, Soft landing likely…, which was published on 28 November 2019

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.