As the rate of inflation continues to fall, the Bank of England will come under pressure to cut interest rates. Henderson High Income Investment Trust has identified several areas that should deliver high income levels for investors but also the prospects of capital growth in a falling rate environment.
Expert thinking for better investment and business decisions.
The uncertain economic environment presents challenges for investors in equities, as many sectors experience volatility. However, not all sectors behave in tandem and Henderson High Income has identified non-life insurers as one area that could buck the current market trend…
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.
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.
In a world of increased economic uncertainty, Henderson High Income Trust’s strategy of diversification and a rigorous pursuit of dividends can provide investors with income stability and growth.
David Smith, Portfolio Manager of Henderson High Income Trust plc, discusses the full-year results for 2022, including the key drivers of performance, areas where he is finding opportunities, the role of bonds in the portfolio, and the outlook for dividends over the coming months.
David Smith, Portfolio Manager of Henderson High Income, discusses the Company’s impressive dividend record, UK equity market valuations and areas where he is finding performance, the comeback of bonds, and the outlook for UK dividends in a recessionary environment.
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.
"While the outlook is uncertain, the Trust is more focused on finding further opportunities in cyclicals where valuations are particularly compelling, remembering that share prices historically trough before economies do."
David Smith, Portfolio Manager of Henderson High Income, provides an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.