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Investment Trust Insights

Our latest research and insights on investment trust investing

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‘ESG’ investing: what is it, where are we now, where is it going?

‘ESG’ investing: what is it, where are we now, where is it going?

Given the meteoric rise in the popularity of ESG-focused investing over recent years, it’s remarkable to reflect that, as little as a dozen or so years ago, it was a concept that was rarely contemplated. In this white paper, we explore the origin and current understanding of ESG investing.

Trust Radio Episode 4 – the pursuit of income

Trust Radio Episode 4 – the pursuit of income

This episode, Laura Thomas is joined by Ben Lofthouse and Nicholas Ware, to discuss their pursuit of income, by exploring promising sectors, consumer spending and economic cycles.

Lowland Investment Company – Edison research note

Lowland Investment Company – Edison research note

We would like to draw your attention to the following commissioned research piece. This piece give general insight into the background of Lowland Investment Company and the investment strategy with which it is run.

Fund Manager March Commentary – Henderson EuroTrust

Fund Manager March Commentary – Henderson EuroTrust

Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in March, portfolio activity and his thoughts on wider economic and political developments.

Things aren’t always what they seem

Things aren’t always what they seem

Diversification – by stock, sector, region and asset class – should be one of the abiding principles of the shrewd investor. It’s easier said than done however, this article sets out some of the traps for the unwary.

An independent board – why it matters

An independent board – why it matters

Amongst the many intrinsic attractions of investment trusts, the existence of an independent board of directors – ultimately responsible for the governance of the trust and the performance of the portfolio manager – ranks particularly high. In this piece, we analyse the role of trust boards, the nature of the strategic decisions they may typically be called upon to make, and the many ways in which they safeguard the interests of shareholders.

John Bennett: “What excites me about Europe”

John Bennett: “What excites me about Europe”

John Bennett, Fund Manager of Henderson European Focus Trust, discusses the Trusts recent performance and the recent activity within the Trusts portfolio; particularly focusing on how the Trust is positioned to benefit from a post-lockdown, consumer “V-shaped” recovery.

Shining a light on ‘hidden ESG’ in European smaller companies

Shining a light on ‘hidden ESG’ in European smaller companies

Ollie Beckett, Fund Manager for TR European Growth Trust and Rory Stokes, portfolio manager, discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.

Trust TV: Brexit – its impact on UK markets with Jamie Ross

Trust TV: Brexit – its impact on UK markets with Jamie Ross

Join Jamie Ross, portfolio manager of Henderson EuroTrust, as he discusses the early market reactions, the ‘on the ground’ challenges being faced by businesses and other themes relevant to investors focused on EU markets.

Trust TV: Brexit – its impact on UK markets with Job Curtis

Trust TV: Brexit – its impact on UK markets with Job Curtis

Join Job Curtis, portfolio manager of City of London Investment Trust, as he discusses the early market reactions, the ‘on the ground’ challenges being faced by businesses and other themes relevant to investors focused on UK markets.

Escaping the illusion of yield

Escaping the illusion of yield

This piece explains how to exercise care when selecting stocks in the current climate in order to avoid falling into the ‘yield trap’.

Trust Radio Episode 3 – is all good investing value investing?

Trust Radio Episode 3 – is all good investing value investing?

In this episode, Laura is joined by Mike Kerley, fund manager of Henderson Far East Income, as they explore the theme of value investing.