David Smith is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2008. David manages an investment trust and a number of UK equity institutional funds. He joined Henderson in 2002, initially working in operations and progressing to the UK Equities Team, and is now part of the Global Equity Income Team.
David graduated with a BSc degree (Hons) in chemistry from Bristol University. He holds the Investment Management Certificate and the Chartered Financial Analyst designation. He has 20 years of financial industry experience.
David Smith, Portfolio Manager of Henderson High Income Trust, talks about the factors currently impacting the UK market, including inflation and interest rates amid a cost-of-living crisis. David also touches on the recent turmoil within bond markets and the need for prudent diversification in volatile market environment.
David Smith, Portfolio Manager of Henderson High Income, provides an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
This research explores the macro and micro economic factors currently affecting UK markets, such as elevated inflation and higher interest rates amid a cost-of-living crisis. It also looks at how Portfolio Manager David Smith is navigating these challenges, and how the portfolio is positioned to cope with market uncertainty.
Despite increasing economic and geopolitical headwinds, the UK market has been relatively resilient compared to global peers. However, beneath the surface, all is not as it seems. In this article, David Smith, Portfolio Manager of Henderson High Income, examines the performance of the UK market and asks whether now is the time to invest in cyclical stocks.
David Smith, Portfolio Manager of Henderson High Income Trust, provides an update on the Trust highlighting the key drivers of performance over the month of July and outlines recent portfolio activity.
David Smith, Portfolio Manager of Henderson High Income Trust, provides an update on the Trust highlighting the key drivers of performance over the month of June and outlines recent portfolio activity.
David Smith, Portfolio Manager of Henderson High Income Trust, discusses the factors currently affecting the UK market, navigating concentration risk, and how consumers and businesses are dealing with rising costs. David also highlights why bonds are essential for diversification and provides his outlook for UK dividends.
David Smith, Portfolio Manager of Henderson High Income, delivers the 2022 Annual General Meeting presentation to shareholders. David covers performance over the last financial year and portfolio activity over the period.
In this article, David Smith, Portfolio Manager of Henderson High Income Trust, explores the factors contributing to higher living costs and their impact on households. David also highlights businesses that might benefit as they offer a good value proposition for consumers.
With bond yields close to all-time lows and credit spreads quite tight, what role can bonds play within an equity/bond portfolio going forward? In this article, we discuss the approach adopted by David Smith, Portfolio Manager of Henderson High Income Trust, his underlying rationale, and the impressive results the Trust has delivered.
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