Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, talks about the Trust’s performance during the first half of the year, allocations towards tech and health care, and looks at what history teaches us about investing in a volatile market environment.
Expert thinking for better investment and business decisions.
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
James Henderson, Portfolio Manager of Henderson Opportunities Trust, talks about the Trust’s performance over the first half of the year, areas where he is finding opportunities, and how smaller businesses are innovating to deal with changing consumer behaviour. James also touches on the longer-term investment themes playing out in the portfolio.
In this article, Ollie Beckett, Portfolio Manager of The European Smaller Companies Trust (ESCT), formerly the TR European Growth Trust, examines what the market leaders of tomorrow might look like and focuses on the prospects for specific stocks within key areas.
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
After being unloved for some time, ASEAN countries look to be making a comeback. In this article, we explore some of the reasons why ASEAN markets might be better placed to deal with some of the challenges dominating the current market environment.
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, provides an update on Trust, highlighting the key drivers/detractors of performance over the quarter and recent portfolio activity. Alex also provides his outlook for markets in the coming months.
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust, highlighting factors currently impacting the UK market, key drivers of performance, and recent portfolio activity over the month.
The US Federal Reserve (Fed) continues to prioritise fighting inflation even as signs of a softening economy emerge.
The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
Dan Coatsworth, Editor at Shares Magazine, talks to Laura Foll, Co-Portfolio Manager of Lowland Investment Company and Henderson Opportunities Trust about the outlook for UK banks, which are much loved by many investors.
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, delivers an update on the Trust, highlighting the key drivers of performance and portfolio activity over the quarter. Ben also provides his outlook for dividends in the coming months.