Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, talks about the Trust’s performance during the first half of the year, allocations towards tech and health care, and looks at what history teaches us about investing in a volatile market environment.
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With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
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James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about the Trust’s performance over the first half of the year, areas where he is finding opportunities, and how smaller businesses are innovating to deal with changing consumer behaviour. James also touches on the longer-term investment themes playing out in the portfolio.
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In this article, Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust (ESCT), formerly the TR European Growth Trust, examines what the market leaders of tomorrow might look like and focuses on the prospects for specific stocks within key areas.
5 minute read
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
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After being unloved for some time, ASEAN countries look to be making a comeback. In this article, we explore some of the reasons why ASEAN markets might be better placed to deal with some of the challenges dominating the current market environment.
5 minute read
In this article, Laura Foll, Portfolio Manager of Henderson Opportunities Trust explores whether now is the time to dial down exposure to stocks.
3 minute read
The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Alex Crooke, Portfolio Manager of The Bankers Investment Trust, provides an update on Trust, highlighting the key drivers/detractors of performance over the quarter and recent portfolio activity. Alex also provides his outlook for markets in the coming months.
3 minute read
We expect key issues that have materialised this year to be influential in market movements going forward.
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Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
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