James Henderson, Co-Fund Manager of Henderson Opportunities Trust, speaks to James Faulkner about his 30-year career as a professional investor; and explains how the investment trust structure allows the team to invest more in illiquid assets than an open-ended fund could.
Mike Kerley, fund manager for Henderson Far East Income, offers his take on the current state of the US-China trade war and explains why the dispute shouldn’t worry shareholders of Henderson Far East Income. Mike also comments on how he and his team achieve such an impressive dividend yield and the latest activity within the trusts portfolio.
David Smith, Fund Manager for Henderson High Income Trust, reflects on how the Trust has performed over the first half of the year and how the Trust has benefitted from strong market conditions. David also highlights the latest portfolio activity, specifically how the Trust is positioning itself more defensively.
Watch the full episode of Trust TV: UK Focus, featuring fund managers Neil Hermon and Indri van Hien of Henderson Smaller Companies Investment Trust; followed by Laura Foll of Lowland Investment Company.
Janus Henderson Investors has appointed two Investment Analysts, Tom O’Hara and Tom Lemaigre to the European Equities team. They will both report to John Bennett, Head of European Equities, and will provide analyst support across John’s and the wider team’s funds.
UK equities produced a negative return of 3.75% in December as measured by the FTSE All Share Index. The FTSE 100 Index of large companies, with a negative return 3.5%, outperformed the more domestically focussed FTSE 250 Index of medium-sized companies which produced a negative return of 5.1%. Concern about rising US interest rates against
With valuations coming down across equity markets in 2018, the outlook for international income investors is looking positive in 2019, says Henderson International Income Trust Fund Manager Ben Lofthouse.