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.
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.
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.
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.
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.
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.
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.
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.
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.
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.