For individual investors in the UK

Insights

Expert thinking for better investment and business decisions.

Investment Insights
David Smith, CFA

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.

Investment Insights
David Smith, CFA

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.

Investment Insights
David Smith, CFA

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.

Investment Insights

David Smith, Portfolio Manager of Henderson High Income Trust, discusses the Trust’s recent performance, areas where he is finding opportunities in the UK market, and the role of bonds within his portfolio. David also touches on the outlook for UK dividends in the coming months.

Investment Insights
David Smith, CFA

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.