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Investment Trust Insights

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UK businesses are thriving in the new normal

UK businesses are thriving in the new normal

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.

Lowland Investment Company Fund Manager Commentary – March 2022

Lowland Investment Company Fund Manager Commentary – March 2022

Laura Foll, Co-Portfolio Manager of Lowland Investment Company, delivers an update on the Trust, highlighting the key drivers of performance, recent portfolio activity, and provides an outlook for the UK equity market.

Is the Asian dream still alive?

Is the Asian dream still alive?

Mike Kerley, Portfolio Manager of Henderson Far East Income, talks about factors currently affecting the Asian market, notably the regulatory clampdown in China and the divergence in performance between North and Southeast Asian countries. Mike also explores what decarbonisation and the transition towards clean energy might mean for the region.

Is the UK market at a crossroads?

Is the UK market at a crossroads?

Job Curtis, Portfolio Manager of The City of London Investment Trust – one of the world’s oldest – talks about the impact of rising inflation, soaring energy prices,and the war on Ukraine on the UK market. Job also touches on the role oil and mining companies will play in decarbonizing the planet and the energy transition.

What’s happened in markets so far?

What’s happened in markets so far?

In this video, Alex Crooke, Co-Head of Equities – EMEA & Asia Pacific, and Portfolio Manager of The Bankers Investment Trust, provides an overview of the drivers of equity markets so far this year.

Why quality matters now more than ever

Why quality matters now more than ever

In this article, Jamie Ross, Portfolio Manager of Henderson EuroTrust, explores the factors behind the growth to value rotation and how they have impacted the Trust. Jamie also highlights why quality growing businesses are essential for navigating a volatile and uncertain market environment.

The City of London Investment Trust Fund Manager Commentary – March 2022

The City of London Investment Trust Fund Manager Commentary – March 2022

Job Curtis, Portfolio Manager of The City of London Investment Trust, delivers an update on the Trust highlighting the key drivers of performance, factors affecting the market, and outlines recent portfolio activity.

Henderson EuroTrust Fund Manager Commentary – March 2022

Henderson EuroTrust Fund Manager Commentary – March 2022

Jamie Ross, Portfolio Manager of Henderson EuroTrust, delivers an update on the Trust highlighting the key drivers of performance, factors affecting the market, and outlines recent portfolio activity over the last month.

Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Retirement Investor Insights: Hear from James

Retirement Investor Insights: Hear from James

James talks about how he manages his pension with the help for a professional advisor, and touches on the challenges involved in managing a pension as a self-employed individual. Produced in partnership with Steps to Investing.

Retirement Investor Insights: Hear from Mike

Retirement Investor Insights: Hear from Mike

Mike reflects on his professional working life and talks about how he sought professional advice to understand the intricacies of pensions from a tax perspective, Mike also touches on how he is managing his pension in retirement. Produced in partnership with Steps to Investing.

Retirement Investor Insights: Hear from Ji

Retirement Investor Insights: Hear from Ji

Ji talks about how she looked after her different types of work pension as she transitioned from working for an employer to being self-employed. Ji also provides a top tip for younger people starting out in the working world. Produced in partnership with Steps to Investing.