Expert thinking for better investment and business decisions.
Portfolio Manager, Job Curtis, discusses the full-year results for The City of London Investment Trust plc (CTY), including performance over the period and dividend outlook. Curtis also discusses how the Company has navigated the choppy UK market through the period, and areas of opportunity.
Portfolio Manager, David Smith, discusses the half-year results for Henderson High Income Trust plc (HHI), including performance over the period and Company dividend outlook. Smith also discusses the Company’s current allocations and his outlook for the market.
The City of London Investment Trust has increased its dividend every year since 1966, delivering secure and rising income to our investors through thick and thin.
Artificial Intelligence (AI) is developing rapidly, with myriad start-up companies aiding the development of this emergent technology. However, with AI still in its adolescence, we prefer to seek exposure to this structural shift through more established companies which are investing responsibly in this field.
James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about why listening to old bears regarding the UK market can end badly.
Europe has felt the brunt of recent market volatility, particularly within Small Caps, but this period of discomfort has created a rare opportunity for investors to access quality companies at meaningful discounts.
In the report, the company presents the key findings of the research, forecasts for profits and dividend cover in 2023 and Portfolio Manager Ben Lofthouse shares his view on the current landscape.
Portfolio Manager, Neil Hermon, discusses the full-year results for The Henderson Smaller Companies Investment Trust (HSL), including performance over the period and dividend outlook. Hermon also discusses the opportunities spotted in UK medium to small cap stocks over the period and his outlook for the UK market.
In an uncertain global market, investing too narrowly can expose you to higher risks. Investors seeking stable and growing income and capital appreciation should diversify.
For many investors, the high inflation, high-interest rate environment of recent years has sparked a renewed emphasis on the importance of income generation within an investment portfolio.
Finding stable income has become harder than ever as higher interest rates, inflation and recession risks continue to haunt European and US markets. As such, the managers of Henderson Far East Income believe investors should look to the East for a reliable and sustainable income.
