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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.