For individual investors in the UK

Insights

Expert thinking for better investment and business decisions.

Investment Insights
Laura Foll, CFA | James Henderson

Some investors believe that a small number of stocks held with strong conviction is the optimal way to build a portfolio. In this piece, Portfolio Manager James Henderson discusses why he thinks otherwise, presenting his case in defence of the ‘long list.’

Investment Insights
Laura Foll, CFA

Laura Foll, Portfolio Manager of Lowland Investment Company, considers whether concerns about the outlook for the banking sector are overly pessimistic and explains why the Trust has increased its exposure to banks over the last 12 months.

Investment Insights
Laura Foll, CFA | James Henderson

After an exceptional 2021, markets kicked off 2022 on sour note as the economic implications of the war in Ukraine and the prospect of higher interest rates to curb inflation weighed on investor sentiment. However, the UK equity market has been resilient largely driven by its high exposure to defensive sectors and companies that have directly benefited from higher commodity prices.

Investment Insights
Laura Foll, CFA | James Henderson

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, talks about the performance of the UK market, how companies are dealing with rising costs, and how the Trust performs in this type of environment. Laura also provides her outlook for dividends in the coming months.

Investment Insights
Laura Foll, CFA | James Henderson

The Covid-19 pandemic brought new challenges for consumers and businesses alike. Everything, from the way we work, eat, shop, and entertain ourselves, was upended, and companies were forced to adapt to our new way of life. Here, we look at how these challenges have played out and how companies within the Lowland Investment Company, managed by Laura Foll and James Henderson, have adapted to the new normal.