Investment Trust Insights

Our latest research and insights on investment trust investing

How to weather the COVID-19 storm

Ben Lofthouse, Portfolio Manager, discusses why he believes diversification is key in dealing with uncertainly and where he and the team are finding the best opportunities amidst market volatility.

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Manager update on Henderson Smaller Companies

Neil Hermon, Fund Manager of Henderson Smaller Companies, delivers an update on how the Trust has fared in the opening months of the year.

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Maintaining focus and seizing opportunity

Henderson EuroTrust’s Jamie Ross explains his activity during the opening weeks of the year and how recent market turbulence has presented investment opportunities in Europe.

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European equities: uncharted waters

John Bennett, Director of European Equities and Portfolio Manager of Henderson European Focus Trust, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.

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pie chart diversification

Income diversification in the time of coronavirus

Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.

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Trust TV with Mike Kerley

Watch Mike Kerley, Fund Manager of Henderson Far East Income, answer questions from private investors in the latest episode of Trust TV

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Maintaining stability in turbulent times

In this latest episode of Trust TV Mike Kerley, Fund Manager of Henderson Far East Income, discusses the impact of COVID-19 on the Trust and the Asian markets in general.

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COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

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Fund manager February commentary – The City of London Investment Trust plc

Fund manager February commentary – The City of London Investment Trust plc

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