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Trust TV: Why diversification is key in a volatile market
In this latest episode of Trust TV, we speak to Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust – to discuss how he is navigating the current market environment and how companies within the portfolio are dealing with supply chain disruptions and rising input costs. Ben also provides his outlook for dividends over the coming months.
Diversity is the key to weathering market volatility
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, provides an update on the Trust -covering performance over the last financial year, dividend trends playing out in 2022, and why diversification is essential to navigating complex market environments. Ben also touches on the changes made to the Trust.
What is the current state of play?
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses how he is navigating the current market environment, how companies within the portfolio are dealing with rising input costs to sustain margins, and explores the pros and cons of nearshoring.
Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust, explores how markets have reacted.
Generating income in the new normal
This paper looks at how profits and dividends have performed over the last two years and explores the factors that have led to the divergence in performance between sectors and regions.
Trust TV: Dividend stability in the new normal?
Simon Elliot, Head of Research at Winterflood Investment Trusts, welcomes Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust into the Trust TV studio. Simon and Ben discuss the recent changes announced by the Trust’s board and performance over the last year. Ben also touches on findings from the HINT Global Dividend Cover Report and highlights his approach to Environment, Social and Governance issues.
The quest for income
The pandemic proved that unexpected events can pose a significant risk to the global economy through their impact on company earnings, profits, and for income seekers – a company’s ability to pay dividends. This article examines the effects of the pandemic on profits and dividends across different regions and sectors, and how the Henderson International Income Trust uses diversification to mitigate risks and provide investors with a stable income.
Shares Investor Evenings webinar with Ben Lofthouse
In this webinar for Shares Investor Evenings, Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, reflects on performance over the last decade, the impact of the pandemic on dividends, and the benefits of diversification in a volatile market. Ben also highlights the sectors and regions where he is finding opportunities, and touches on the ‘value’ vs ‘growth’ debate.
Global Dividend Cover Report 2021
For portfolio managers, investors and businesses alike, the experiences of 2020 will prove difficult to erase from memory. The latest edition of the Henderson International Income Global Dividend Cover Report takes a look at how profits and dividends fared during the pandemic, and how this impacted the global dividend cover. The report also provides an insight into how Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, identifies yield traps and touches on the outlook for profits, dividend, and dividend cover.
Trust TV: Henderson International Income Trust – 10 years of income seeking
Ben Lofthouse, portfolio manager of Henderson International Income Trust, reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.
The unreliable are nobody’s friend
For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.