When considering investing in the UK market, many people tend to rely heavily on the overall state of the economy to guide their investment decisions. This is especially common when it comes to UK small cap stocks, which are perceived to be more cyclical and dependent on the domestic market. So when the UK economy
Expert thinking for better investment and business decisions.
The pandemic exposed supply chain vulnerabilities and the need for businesses to be more resilient, leading to a reassessment of strategies, supply chains and investment. As such, knowledge of local markets is now more important than ever to assess how these factors impact the investment landscape. Here, we look at how the Bankers Investment Trust is utilising its regional managers to uncover opportunities.
A reliable approach to income Over the past year, bond yields have risen significantly, lifting fixed income return expectations to their most attractive point in well over a decade. Some non-investment grade bonds are yielding north of 8.0% – a rate that seems compelling following years of lacklustre bond returns. As such, some investors have
The last few years have been challenging for many UK companies, which have faced a global pandemic followed by an inflation shock. But despite these difficulties, many UK companies have proved resilient or even thrived, and have continued to offer solid income to investors. With the pandemic now fading into history and the economy adjusting
In the age of cheap money, European markets were often undervalued by global investors. But in a tougher economic environment where fundamentals matter it could be time to look to Europe’s global champions for real income and capital growth.
Quality matters, goes the adage, and like most traditional expressions it captures an essential truth in life. It is also the unofficial motto of Henderson EuroTrust managed by Portfolio Manager, Jamie Ross.
Portfolio Manager, James Henderson discusses the half-year results of the Lowland Investment Company, including the key drivers of performance, opportunities within UK small-caps, valuations and earnings, and the outlook for UK dividends over the coming months. F
Important information References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned. Not for onward distribution. Before investing
Everyone has a different vision of their retirement. It may be a chance to travel, to indulge a hobby or help the family, or maybe it’s just to sit back with a cool drink and smell the roses. But whatever your vision, the key ingredient is a reliable income and never more so than in today’s uncertain economic climate.
In a world of increased economic uncertainty, Henderson High Income Trust’s strategy of diversification and a rigorous pursuit of dividends can provide investors with income stability and growth.
Discrete Performance Not for onward distribution. Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. This is a marketing communication. Please refer to the AIFMD Disclosure document and Annual Report of the AIF