Type: Investment trust

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

2 years 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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2 years 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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Share Radio: Can Investment Trusts Weather a Dividend Storm?

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2 years ago

​This week the panel of The Investment Trust Show discuss investment trusts in torrid times, focusing on the cheapest investment trusts in the market and the reputation they enjoy from maintaining a steady income. Joining host Juliette Foster on the panel is Dice McCairn, Editor of Which Investment Trust, and Ed Bowsher, Senior Analyst at Share Radio. Personal Finance Journalist, Kyle Caldwell, joins the panel in the second half of the show.

 
Quantitative Easing Definition: The introduction of new money into the money supply by a central bank.
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Share Radio: Potential Benefits of Investment Trusts on Pensions

by James de Sausmarez

2 years ago

​This week's edition of The Investment Trust show looks at how and which investment trusts can be best used in building up pensions, and after retirement. Joining Ed Mitchell on the panel is Jim Harrison, Direct at Master Advisor, James de Sausmarez, Head of Investment Trusts at Henderson Global Investors, and finally Ed Bowsher, Senior Analyst at Share Radio.

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Questioning the Manager: The Bankers Investment Trust

by Alex Crooke

2 years ago
Alex discusses opportunities in the Technology sector, dividend growth in Japan, the effect of 'Brexit' on mergers & acquisitions, and Sterling devaluation.
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Questioning the Manager: TR European Growth Trust

by Ollie Beckett

2 years ago
Ollie discusses the effect of 'Brexit' on the portfolio, corporate action in European smaller companies, whether he's finding opportunities in growth or value stocks, and his view on the impact of 'lower for longer' interest rates.
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Brexit — a political, not a financial, crisis

Jenna Barnard, Co-Manager of Henderson Diversified Income Ltd, shares her views on the ‘Brexit’ result of the EU referendum last week, which she sees as insufficient to derail the current low default rate environment. The main issue is how the UK ‘exits’.

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Share Radio: Frequently Asked Questions

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2 years ago

​This edition of The Investment Trust show focuses on frequently asked questions about investing in general, as well as trusts in particular. Joining Ed Mitchell on the panel is Annabel Brodie-Smith, Communications Director at the Association of Investment Companies, Dennis Hall, Chartered Financial Planner at Yellowtail Financial Planning, and Ed Bowsher, Senior Analyst at Share Radio.

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Lowland: Brexit result and implications for the portfolio

by James Henderson, Laura Foll

2 years ago

​Laura Foll and James Henderson, fund managers of Lowland Investment Company, discuss UK markets and the risks and opportunities in light of the 'Brexit' result in the EU in-out referendum.

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Share Radio: Investing in UK Equities

by Job Curtis

2 years ago

​In this week's edition of The Investment Trust Show, the panel discuss Investing in UK Equities. The panel features Manager of Merchant's Trust, Simon Gergel, Manager of The City of London Investment Trust, Job Curtis, and Share Radio's Senior Analyst, Ed Bowsher.

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Ben Lofthouse: Why data growth is one of my investment themes

by Ben Lofthouse

2 years ago

​Mobile phone apps, video streaming, social media, on-demand television and faster networks all add up to prodigious consumer demand for high-speed data within the telecommunications industry.

These long-term structural growth trends, known as secular growth, have the potential to form overarching investment themes for the global equity income team at Henderson.

So how does the data theme play out? At the end of the 1990s many of the big telecommunication companies were highly profitable. They invested heavily in 3G data licences for their networks, believing that rising demand for mobile internet would drive future earnings.

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Share Radio: Gearing

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2 years ago

​This edition of The Investment Trusts Show focuses on gearing for investment trusts. Joining Ed Bowsher on the panel is Dice McCairn, Editor of WhichInvestmentTrust.com, Jeremy Beckwith, Investment Analyst, and Innes Urquhart, Analyst at Winterflood Securities.

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Share Radio: Alternative Assets

by James de Bunsen

2 years ago

​In this week's edition of The Investment Trusts Show, the panel focus on investment trusts that offer investors access to alternative assets. Joining Ed Mitchell in the studio is Simon Crinage, Head of Investment Trusts at JP Morgan, James de Bunsen, Fund Manager in the Multi-Asset team at Henderson Global Investors, and Ed Bowsher, Senior Analyst at Share Radio.

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'Brexit': Considerations for Lowland

by James Henderson, Laura Foll

2 years ago

Laura Foll, Deputy Manager of the Lowland Investment Company, discusses the upcoming EU referendum and its implications for UK equities. Laura, along with Lead Fund Manager James Henderson, see resilience in diverse ‘global’ holdings and high tech UK-based companies while explaining why they have not repositioned ahead of the vote.

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Share Radio: Investing in the US

by Ben Lofthouse

2 years ago

​This edition of The Investment Trusts Show focuses on investing in the United States. Joining Ed Mitchell in the studio is Ben Lofthouse, Fund Manager of Henderson International Income Trust plc, and Ed Bowsher, Share Radio's Senior Analyst.

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Questioning the Manager: Henderson High Income Trust

by David Smith

2 years ago
David discusses the effect of 'Brexit' fears on the UK stock market, where he's finding income opportunities, the firmer oil price, and whether UK companies are over-leveraged.
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Henderson's Investment Trust Team take home two awards at the Shareholder Communication Awards

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2 years ago

​​Henderson’s Investment Trust team is pleased to announce winning Best PR Campaign and Best Website at the Association of Investment Companies (the industry trade body) Shareholder Communications Awards.

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