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.
Laura Foll, Co-Portfolio Manager of Henderson Opportunities Trust, delivers an update on the Trust’s recent performance and highlights the encouraging trading updates she is hearing from companies within the portfolio.
In an interview with Quoted Data, David Smith, Portfolio Manager of Henderson High Income, discusses the Trust’s investment process, the qualities he looks for in a business, recent portfolio activity, and areas where he is finding opportunities.
Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust highlighting the encouraging updates from holdings within the portfolio, recent portfolio activity and provides her outlook for UK equities.
Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the performance of the UK market, recent portfolio activity and provides his thoughts on the broader economic outlook.
John Pattullo, Fund Manager and Nicholas Ware, Portfolio Manager, of the Henderson Diversified Income Trust, present their AGM shareholder presentation. This presentation covers the Trust’s performance over the last financial year, the managers macro view and the portfolio’s positioning.
The recent regulatory clampdown in China has resulted in massive selloffs in some of the country’s biggest stocks, leading some investors to question whether it is worth investing in the region. In this article, Mike Kerley, Fund Manager of Henderson Far East Income, discusses the recent regulatory clampdown – highlighting the key drivers behind some of the regulation, its impact on the trust and where the opportunities lie going forward.
John Bennett, Fund Manager for Henderson European Focus Trust, delivers his monthly commentary highlighting the performance of the European market in July, the contribution of specific stocks to performance and changes made to the portfolio.
Share splits are a fairly widespread feature of the investment trust world. In this video, we explain what they are, how they work and how they benefit investors in terms of making a trust’s shares more accessible to investors.
Job Curtis, Fund Manager of The City of London Investment Trust, provides an update on the Trust – highlighting how individual stocks contributed to performance and provides his outlook for the broader economy.