David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.
Job Curtis, Fund Manager of The City of London Investment Trust, explains why he believes overseas interest in the UK equity market could be an indication of value opportunities in domestic equities as he discusses the Trust’s latest portfolio activity; and why this may be good news for long term investors. Job also explains why he is “cautiously optimistic” for the future of the UK market as it appears highly attractive from an income point of view.
Investment trusts can go toe-to-toe with private equity firms, says John Bennett, Fund Manager of Henderson European Focus Trust, owing to their unique access to “permanent capital”. John also explains why European equities might be poised to rally.
Recessions often bring with them stock market opportunities, says John Bennett, Fund Manager of Henderson European Focus Trust. John also explains why he’d like to lower the minimum number of stocks the Trust can hold further to 35.
Henderson Far East Income Ltd. enjoyed a good financial year (ending 31 August), with Asian companies contributing attractive returns during the period, but the situation in Hong Kong is a genuine concern for investors in the region.
Ollie Beckett, Fund Manager for TR European Growth Trust, discusses the latest portfolio activity, in particular how the team has chosen to stick with a value bias. Ollie also explains how a calming of tensions between the US and China could have a positive impact on European value stocks.
Despite the persistent uncertainty hanging over UK companies, balance sheets look robust and lessons have been learned since the last financial crisis, says Neil Hermon, Fund Manager of Henderson Smaller Companies Investment Trust. Transcript Q: What can you tell us about your activity regarding The Henderson Smaller Companies Investment Trust portfolio over the summer
Watch Portfolio Managers John Pattullo (Henderson Diversified Income Trust) and Ollie Beckett (TR European Growth Trust) tackle questions from investors in the latest episode of Trust TV. Glossary Bull market: A financial market in which the prices of securities are rising, especially over a long time. The opposite of a bear market. Bond yield: The level of income
Laura Foll, Co-Fund Manager of Henderson Opportunities Trust, explains why the investment trust structure means the Trust can hold more illiquid assets, as opposed to open-ended funds; and provides some information on portfolio activity in recent months