Type: Investment trust

Three pretty compelling reasons why investing in smaller firms can be more lucrative than large

by Neil Hermon

10 months ago

Neil Hermon discusses the merits of investing in smaller firms and the drivers behind potential outperformance.

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European Equities: Back to School

by Tim Stevenson

11 months ago

Tim Stevenson discusses Europe in the context of geopolitical storms, reform, euro strength and earnings.

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Broaden your market exposure: a time for alternative assets? Henderson Alternative Strategies Trust

by Ian Barrass, James de Bunsen

12 months ago

​James de Bunsen, Fund Manager of Henderson Alternative Strategies Trust, describes the Trust’s approach to analysing alternative assets and determining their relative correlation to mainstream markets.

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Is it all doom and gloom for UK domestic cyclicals? - Henderson High Income Trust

by David Smith

1 year ago

​In this article David Smith looks at why UK domestic cyclical companies are out of favour with investors and the valuation opportunities this presents amid the investor tendency to throw the baby out with the bathwater.

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Lowland: small and mid-caps for...income?

​Investing in small and mid-sized businesses is usually associated with growth strategies. Here we look at James Henderson’s and Laura Foll’s approach in investing in these businesses for income; particularly useful in a UK stock market where dividend income is concentrated among a handful of the top FTSE 100 firms.

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'Peak' everything?

by John Pattullo

1 year ago
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
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AIMing for Something Different - Henderson Opportunities Trust

​James and Colin take a look at the surprisingly varied sector and geographical exposure of the companies listed on the Alternative Investment Market (AIM), where around 50% of the Henderson Opportunities Trust is invested.

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Alex Crooke on Japan: Value Released from Corporate Change

by Alex Crooke

1 year ago

Alex Crooke, portfolio manager of The Bankers Investment Trust - a global equity investment trust founded in 1888 - points not only to Japan’s strong investment performance over the past three years but also his continuing confidence in the market as top-down governmental policy encourages firms to change for the better.

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Europe: As the Politics Subside - Henderson EuroTrust

by Tim Stevenson

1 year ago

Tim Stevenson discusses European equities, quantitative easing, and the threats that could derail Europe's resurrection of interest.  

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Henderson High Income Offer of Shares

by David Smith

1 year ago
David discusses Henderson High Income's recent corporate action.
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Moneywise Investment Trust Awards 2017

​​Henderson Investment Trusts took home four awards from the 2017 Moneywise Investment Trust Awards.

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Credit markets: tactics for the seventh inning stretch?

by John Pattullo

1 year ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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Quick view: snap general election could benefit UK mid caps

UK equities managers, Neil Hermon and Indriatti van Hien, view the calling of the snap general election by Prime Minister Theresa May as a positive move for UK stocks, particularly mid caps.

 
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March Commentary: City of London

by Job Curtis

1 year ago

 

 
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Private Equity: James de Bunsen on its bad rap and broad opportunities

by James de Bunsen

1 year ago

​Allocating that marginal pound of savings is unquestionably hard following an eight year rally in equities (let alone a 30-year bull market in bonds). It requires a firm view that the forces that have sustained that rally will remain in place for some time, or that new, beneficial, forces will replace those drivers. So, if we acknowledge that record low interest rates and quantitative easing are likely a thing of the past, then we must look to stronger growth in company revenues and earnings to drive markets ever higher.

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Technology pays dividends

by Ben Lofthouse

1 year ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Europe in a world of “alternative facts”

by Tim Stevenson

1 year ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

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Job Curtis: I'm still confident in UK dividends despite uncertainties

by Job Curtis

1 year ago

​Job Curtis, Fund Manager of the £1.3bn City of London Investment Trust, discusses the attractiveness of UK equities and his confidence in dividends.

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AIC End of Year Panel with James Henderson

by James Henderson

1 year ago

​The following video features James Henderson discussing the investment company market in 2017, alongside Bruce Stout, Fund Manager of Murray International Trust, and Peter Ewins, Fund Manager of F&C Global Smaller Companies.

The Fund Managers discuss key sources of optimism in 2017, as well as key causes for concern, which regions they think could flourish and which might dwindle, and what is important for their individual investment companies in the year ahead. 
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Should UK investors be selling the so-called 'bond proxy'?

by David Smith

1 year ago

Trump’s government spending promise has inspired a sector rotation out of bonds and so-called ‘bond proxies’. But how do UK investors define the ‘bond proxy’, and should they be rushing to sell them so quickly?

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