A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
Insights
Expert thinking for better investment and business decisions.
As global equity markets continue to tumble, investors have been scrambling to insulate their portfolios from the looming recession. Here, we look at why Henderson International Income Trust (HINT) may offer an attractive proposition and how it can help investors navigate the choppy waters of elevated inflation and higher interest rates.
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses the latest results, the key drivers of performance, and the factors currently impacting global markets, including volatility in China and the ongoing war in Ukraine. Ben also highlights the importance of a globally diversified portfolio in a volatile market environment.
Ben Lofthouse, Portfolio Manager of Henderson International Income (HINT), discusses the impact of elevated inflation and higher interest rates on global equity markets, areas where he is finding attractive opportunities, the concentration of UK dividends, decarbonisation, and why HINT offers a compelling investment proposition to diversify income.
Recently commissioned research from Edison highlights why investors need to consider Henderson International Income Trust (HINT).
In this AGM Presentation, Ben Lofthouse, Portfolio Manager of Henderson International Income Trust plc, discusses performance over the last financial year, how he has been navigating a volatile market environment, and highlights how he has been positioning the fund for the future.
This year’s edition of Henderson International Income Trust’s Global Dividend Cover Report shows how the world’s companies face tougher economic times, but they entered 2022 with their dividends better supported by profits, cash flow and balance sheets than they have been for more than 10 years.
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, delivers an update on the Company, highlighting factors currently impacting global markets, the key drivers of performance, and recent portfolio activity.
In this article, Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, highlights why diversification is the key to navigating a volatile market environment.
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses the Trust’s performance over the quarter, highlighting key contributors to performance, portfolio positioning, and dividend trends playing out in the markets.
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, talks about the Trust’s performance during the first half of the year, allocations towards tech and health care, and looks at what history teaches us about investing in a volatile market environment.