Share Radio - How to Choose an Investment Trust

by 

1 year ago
This week, Share Radio's Ed Bowsher is joined by Emma Bird from the Investment Trust research team at Winterflood, alongside Jemma Jackson, PR Manager at the Association of Investment Companies, and Jim Harrison, Director at Master Advisor. They tackle the issue of how you actually choose between and buy an investment trust.
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Share Radio: Contrarian Investing

by James Henderson

1 year ago

​The panel of The Investment Trust Show discuss Contrarian Investing as an investment style. Joining Ed Bowsher in the studio is James Henderson, Fund Manager of Henderson Opportunities Trust and Lowland Investment Company.

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An introduction to Henderson Alternative Strategies Trust
Fund Managers Ian Barrass and James de Bunsen introduce Henderson Alternative Strategies Trust, explaining the investment objective and how the team works towards achieving this.
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September Commentary: City of London

by Job Curtis

1 year ago

For the eighth month running, the UK equity market, as measured by the FTSE All Share Index, delivered a positive return, which was 1.7% in September. The FTSE 100 Index of large companies returned 1.8%, outperforming the more domestically focussed FTSE Mid 250 Index which returned 1.2%. The oil & gas sector was a notable outperformer after a meeting of OPEC countries signalled greater pricing discipline among the cartel’s members with Saudi Arabia offering to restrict production. Although City of London has Royal Dutch Shell as its second largest holding and BP as its sixth largest, the portfolio is below the average for the Index in the oil sector. Rising commodity prices helped the mining sector where many companies have cut their dividends and City of London is under represented but holds BHP Billiton and Rio Tinto.

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Lowland: Industrial Strength

Laura Foll and James Henderson justify their biggest relative overweight in industrial sector companies.

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September Commentary: Lowland Investment Company

​​UK equities rose during September, with the FTSE All-Share rising 1.7% on a total return basis.  Within this the best performers in the index were predominantly mining companies such as Anglo American and Glencore, as commodity prices including coking coal recovered. In this context the Trust underperformed, rising 1.3% on a total return basis, as we currently hold little in the mining sector. While we added to the sector towards the end of 2015 (which worked well), in hindsight we sold the positions in companies such as Glencore too early as we felt that market expectations (in areas such as the speed at which they would achieve asset sales) had risen too far, too fast.

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Calling all investors: smaller companies for structural growth!

by Neil Hermon

1 year ago

Neil Hermon and Indriatti van Hien discuss their investments in companies where 'structural' growth drivers underpin top-line revenues, enabling the businesses to grow regardless of the wider economy's health. 

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Questioning the Manager: Henderson Far East Income Ltd

by Michael Kerley

1 year ago

​Mike discusses the shift towards income yielding equities, high debt in China, why he's avoiding Japan, and why the trust is trading at a premium, post-Brexit.  

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​​​Can companies create their own growth in Europe?

by Tim Stevenson

1 year ago

​Are European companies still finding ways to thrive in today’s low growth world? In this article, European equities manager Tim Stevenson looks at how companies in the region are creating their own growth, despite the now-familiar backdrop of political and economic uncertainty.


Tim covers:
• Brexit and further political uncertainty
• The evolution of growth
• Expanding operations and M&A
• The interest rate conundrum

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Share Radio: Round Table with the Experts

by James de Sausmarez

1 year ago

This week The Investment Trust Show features an investment trust round table with three experts in investing and investment trusts.

Joining Ed Bowsher on the panel is James de Sausmarez, Director and Head of Investment Trusts at Henderson Global Investors, David Harris, Chief Executive Officer at InvaTrust and Gavin Lumsden Editor Citywire Money.

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August Commentary: Lowland Investment Company

by James Henderson

1 year ago

August was a good month for the Trust, its net asset value (on a total return basis) rose 4% relative to a 1.9% rise in the FTSE All-Share. In an environment in which economic data generally proved more resilient than expected (for example consumer confidence and retail sales), it was the significant weighting in cyclical sectors such as industrials which drove this outperformance.

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Questioning the Manager: James Henderson

by James Henderson

1 year ago

​James discusses the UK markets post-Brexit, how his stocks have fared in light of this, the effect of falling interest rates on income-yielding equities, and where he is finding opportunities.

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An Introduction to Henderson Far East Income Limited

by Michael Kerley

1 year ago

​Why consider Henderson Far East Income? Michael Kerley, Fund Manager, introduces his investment strategy and describes what makes the Trust unique.

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An Introduction to The Bankers Investment Trust

by Alex Crooke

1 year ago

​Why consider The Bankers Investment Trust? Alex Crooke, Fund Manager, introduces his investment strategy and describes what makes the Trust unique.

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Share Radio: Fixed Income & Investing in Bonds

by John Pattullo

1 year ago

This week the panel of The Investment Trust Show are looking at fixed income or investing in various forms of bonds. That's an important topic when bond prices are at record highs.

Joining Ed Bowsher in studio are Alan Borrows. Senior Investment Manager at Seneca Investment Managers & John Pattullo who is the Co-Head of Strategic Fixed Income at Henderson & Henderson Alternative Strategies Trust.

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Share Radio: High Income from UK Stocks

by David Smith

1 year ago

​This week the Investment Trust Show explores how investors can achieve a high income from UK stocks, which is especially relevant as UK interest rates are so low. Joining Ed Bowsher in the studio is David Smith, Fund Manager of Henderson High Income Trust at Henderson Global Investors, and Simon Crinage, Head of Investment Trusts at JP Morgan.

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Share Radio: Opportunities in the East

by Michael Kerley

1 year ago

​In this week's edition of the Investment Trust Show, the panel discuss the East for tracking down the best investment opportunities. Is China a good place given ongoing concerns about its growth prospects, and what about Japan? After the latest stimulus package by Prime Minister Shinzo Abe, will investors finally be rewarded for years of perseverance? Juliette is joined in the studio by Mike Kerley, Fund Manager of Henderson Far East Income at Henderson, and James Carthew Head of Research and Director at Marten & Co.

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The scramble for dividends in Asia is just getting started

by Michael Kerley

1 year ago

When it comes to seeking income, investors in China have a history of looking to more traditional assets. It has made sense on a risk/reward basis - yields have generally been much higher than those of similar assets in the West. But with recent trends pointing to a shifting landscape in this regard, is it all about to change? Mike Kerley explores.

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Investing in the digitisation of payments

by Alex Crooke

1 year ago
Consumers are moving away from cash towards digital payments. But can you invest in this trend? Alex Crooke, Head of Equity Income and Fund Manager of The Bankers Investment Trust, looks at the theme.
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Japan: Land of the rising dividend?

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1 year ago

Japan is home to many profitable companies that have significant levels of cash on their balance sheets but which have been relatively poor historically at distributing profits to shareholders. With this in mind, Ben Lofthouse, portfolio manager in the Global Equity Income Team, investigates the potential for dividend growth from the world’s third largest economy.

 
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