Outlook for income becoming more positive
- Henderson High Income Trust has outperformed the benchmark over the first half of 2021, driven by the cyclicality of the portfolio – particularly within the industrials and financials
- The continued vaccination rollout and reopening of economies globally; should lead to above trend growth and filter through to corporate earnings.
- Outlook for income is becoming more positive, due to strong dividend growth within several sectors, especially the mining (higher commodity prices) and banking (dividend restrictions removed) sectors.
References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security. Janus Henderson Investors, one of its affiliated advisor, or its employees, may have a position mentioned in the securities mentioned in the report.
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.