James Henderson, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the great stories to be found in reports and accounts.
Insights
Expert thinking for better investment and business decisions.
Recently Commissioned research from Edison highlights why now is the time to consider Henderson EuroTrust.
Despite a volatile market environment, Henderson High Income has increased its dividends for 10 consecutive years at a rate in line with inflation. Here, we look at how Portfolio Manager David Smith has utilised the investment trust structure and prudent stock selection to navigate a challenging market environment.
Job Curtis, Portfolio Manager of The City of London Investment Trust, looks back at 2022 and shares his insights on inflation, the cost-of-living crisis, and UK stock market valuations. Job also touches on the dividend outlook for 2023 and the key risks investors should be mindful off.
A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
David Barker, an Investment Analyst for 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 Safran, a French-listed global aerospace supplier.
Recently commissioned research from Edison highlights why now might be the time to consider Lowland Investment Company (LWI).
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
John Bennett, Portfolio Manager of the Henderson European Focus Trust, talks about investing in oil during the ESG movement, how it felt going against the grain, the factors that contributed to the build-up in the energy allocation, and the role these companies could play in the energy transition.
“Companies with excellent management tend to come through slowdowns stronger - by keeping their costs under control and then reaping the benefits when demand picks up - whilst the weaker players disappear.”
"While the outlook is uncertain, the Trust is more focused on finding further opportunities in cyclicals where valuations are particularly compelling, remembering that share prices historically trough before economies do."