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Investment Trust Insights

Our latest research and insights on investment trust investing

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Trust TV with Mike Kerley – opportunities for the income-seeking investor

Trust TV with Mike Kerley – opportunities for the income-seeking investor

In this latest episode of Trust TV, Mike Kerley – manager of the Henderson Far East Income Trust, discusses how the trust is confronting the serious challenges brought on by the market turbulence of 2020.

Active management: More important than ever as income returns

Active management: More important than ever as income returns

Laura Foll, co-fund manager of Lowland Investment Company, provides an update on the how the Trust has performed over the third quarter. Laura also discusses the latest portfolio activity since the end of June, shares her views on the market as a whole, and explains why the valuation of specific stocks continues to be the best approach in finding growth and income as dividends return to the market.

Are smaller companies delivering the best returns?

Are smaller companies delivering the best returns?

James Henderson, co-fund manager of Henderson Opportunities Trust, provides an update on the Trusts performance and the latest portfolio activity since the Covid related market downturn. James also offers his thoughts on old and new economy stocks and which companies are delivering the best returns as the market recovers.

Getting defensive – where to now?

Getting defensive – where to now?

With the concept of a ‘blue chip’ stock fading over recent years, we examine what constitutes a defensive investment strategy in the current climate, and how The City Of London Investment Trust is positioning itself strongly to confront the uncertainties which lie ahead.

Where is Job Curtis finding opportunities?

Where is Job Curtis finding opportunities?

Job Curtis, Fund Manager of The City of London Investment Trust, provides an update on the Trusts performance and the latest portfolio activity since the Covid related market downturn. Job also explains how the portfolio remains defensive yet hearten by the improving situation as dividend income returns.

Analysing the outlook for global dividends

Analysing the outlook for global dividends

In this video Ben Lofthouse, Fund Manager for Henderson International Income Trust, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.

Trust Radio Episode 2 – the winners and losers post-COVID

Trust Radio Episode 2 – the winners and losers post-COVID

Fund Managers Job Curtis and Laura Foll each discuss where their trusts stand as markets have bounced back, and when they each expect to see pre-COVID levels again.

Premiums and discounts explained

Premiums and discounts explained

Unlike their open-ended counterparts, investment trust share prices are driven, in part, by demand – they can therefore trade above or below the value of their assets. This video explains how investors can take advantage of this intriguing phenomenon.

Investing in green energy – a powerful addition to a portfolio

Investing in green energy – a powerful addition to a portfolio

David Smith, Fund Manager for Henderson High Income Trust, discusses why investors might do well to look at green infrastructure: i.e. renewable energy, energy efficiency and the ‘circular economy’.

Fund Manager October Commentary – Lowland Investment Company

Fund Manager October Commentary – Lowland Investment Company

Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in October, portfolio activity and her thoughts on wider economic and political developments.

Income reserving explained

Income reserving explained

The ability to reserve a proportion of their income, and thereby smooth dividend payouts over time, has always been one of the most attractive features of investment trusts – this video explains why they merit serious consideration, particularly for the income-seeking investor.

Anatomy of a good company: Delivery Hero

Anatomy of a good company: Delivery Hero

Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the German takeaway food delivery company Delivery Hero.