For financial professionals in the UK

Investment Trust Insights

Our latest research and insights on investment trust investing

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

UK valuations remain cheap

UK valuations remain cheap

Job Curtis, Fund Manager of The City of London Investment Trust, discusses the Trust’s recent performance, areas where he is finding opportunities, concentration risk among the strong dividend payers, and equity valuations in the UK market.

Trust Radio Episode 5 – Steps to Investing: How to get started in investing

Trust Radio Episode 5 – Steps to Investing: How to get started in investing

In this episode, Laura Thomas is joined by Simon Longfellow, co-founder of stepstoinvesting.com. Steps to Investing is an independent company set up to help people get started on their own investment journeys.

Leave no stone unturned

Leave no stone unturned

Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, discusses the Trust’s recent performance, highlighting the contribution from the different buckets/sleeves, areas where she’s finding opportunities and how the trust avoids structurally declining industries.

The future’s bright for post-pandemic dividends

The future’s bright for post-pandemic dividends

In this article, we discuss why the UK has lagged behind other developed markets in recent years, the factors contributing to the changing sentiment towards the market and outlook for UK dividends in the months ahead.

Outlook for UK dividends encouraging

Outlook for UK dividends encouraging

In this video, Laura Foll, co-Fund Manager for Lowland Investment Company, discusses the Trust’s recent performance – highlighting key drivers of performance, dividend trends in the UK and main concerns for businesses.

Recovery on the way as economies reopen

Recovery on the way as economies reopen

In this video, Alex Crooke, Fund Manager for the Bankers Investment Trust, discusses the decision to increase the Trust’s borrowings, performance over the last few months, areas where he is finding opportunities and the rotation between value and growth stocks.

Transitory for longer

Transitory for longer

John Bennett, Fund Manager for Henderson European Focus Trust, provides an update on the Trust’s recent performance – highlighting changes made to the portfolio and touches on the inflation conundrum.

Fund Manager June 2021 Commentary – Lowland Investment Company

Fund Manager June 2021 Commentary – Lowland Investment Company

Laura Foll, co-fund manager of Lowland Investment Company provides an update on the trust – highlighting changes in the portfolio and the encouraging trading updates from holdings within the portfolio.

Outlook for Europe encouraging

Outlook for Europe encouraging

Ollie Beckett, Fund Manager for TR European Growth Trust, discusses the Trust’s recent performance – highlighting, the current macro-environment, the inflation conundrum and sectors set to benefit from economic reopening.

Always look at the long-term performance

Always look at the long-term performance

In this video, Jamie Ross, Fund Manager for Henderson EuroTrust, discusses the Trusts recent performance – highlighting changes made to the portfolio, the current macro-environment, and touches on the “value vs growth” debate.

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.