For individual investors in the UK

Insights

Expert thinking for better investment and business decisions.

Investment Insights

Despite a volatile market environment, Henderson High Income has increased its dividends for 10 consecutive years at a rate in line with inflation. Here, we look at how Portfolio Manager David Smith has utilised the investment trust structure and prudent stock selection to navigate a challenging market environment.

6 minute read

6 minute read

Investment Insights

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.

5 minute read

5 minute read

Investment Insights

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.

24 minute listen

24 minute listen