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Fund Manager June 2021 Commentary – Henderson European Focus Trust

Fund Manager June 2021 Commentary – Henderson European Focus Trust

John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary on the performance of the European market in June, his outlook for the region and highlights changes made to the portfolio.

Tech stocks – slow-down or slump?

Tech stocks – slow-down or slump?

With the COVID-19 pandemic accelerating the shift towards a digital-first world; technology stocks rose to all-time highs in 2020, as people spent more time online. However, as economies have begun to reopen following the rollout of highly effective coronavirus vaccines; tech stocks sold-off as investors rotated towards sectors set to benefit from reopening. In this article, we discuss the recent volatility in the tech space – highlighting recent performance, valuations and outlook for the sector.

Fund Manager June 2021 Commentary – Henderson EuroTrust

Fund Manager June 2021 Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in June, explains how individual stocks contributed to the performance and highlights changes made to the portfolio.

Fund Manager June Commentary – Henderson Opportunities Trust

Fund Manager June Commentary – Henderson Opportunities Trust

Laura Foll, co-manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance – highlighting changes made to the portfolio, and the encouraging trading updates from holdings within the portfolio.

Anatomy of a good company: HelloFresh

Anatomy of a good company: HelloFresh

Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the German meal kit company Hellofresh.

Fund Manager June Commentary – City of London Investment Trust

Fund Manager June Commentary – City of London Investment Trust

Job Curtis, Fund Manager for The City of London Investment Trust, provides his monthly commentary on how the Trust performed in June, which sectors and stocks contributed to its performance and his thoughts on the wider economic outlook.

Trust TV: Henderson Diversified Income Trust – 10 years of income seeking

Trust TV: Henderson Diversified Income Trust – 10 years of income seeking

Nicholas Ware, portfolio manager of Henderson Diversified Income Trust reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.

Trust TV: Henderson International Income Trust – 10 years of income seeking

Trust TV: Henderson International Income Trust – 10 years of income seeking

Ben Lofthouse, portfolio manager of Henderson International Income Trust, reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.

Edison research – Henderson Opportunities Trust – June 2021

Edison research – Henderson Opportunities Trust – June 2021

We would like to draw your attention to the following commissioned research piece.

The unreliable are nobody’s friend

The unreliable are nobody’s friend

For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.

Life after Brexit

Life after Brexit

A month after the UK formally left the European Union in December 2020, the first domestic cases of coronavirus were identified. The Covid-19 pandemic suspended normal life, as well as politics – stifling what otherwise would have been a dominating theme: what does Britain do next? In this article, we navigate the challenges of a post-Brexit world, the re-opening of the UK economy and outlook for dividends.

The Global Story for Profit and Income: How Asia Pacific beat the world

The Global Story for Profit and Income: How Asia Pacific beat the world

The latest edition of the Henderson Far East Income Dividend Index has enhanced its analysis with the inclusion of research on profits and dividends globally – highlighting how Asia is increasingly becoming a powerhouse.