Share Radio: Can Investment Trusts Weather a Dividend Storm?

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1 year 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

1 year 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

1 year 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

1 year 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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Share Radio: The City of London Investment Trust plc

by Job Curtis

1 year ago

​The Investment Trust Show this week focuses on the long-term performance of investment trusts over turbulent economic and market history, particularly The City of London Investment Trust plc, which celebrates 50 years of unbroken dividend payment growth. The show features Job Curtis, Fund Manager of The City of London Investment Trust, Phillip Remnant, Chairman of The City of London Investment Trust, and Ed Bowsher, Senior Analyst at Share Radio.

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Questioning the Manager: Henderson Diversified Income Ltd
John discusses the reaction of portfolio's constituent asset classes in the wake of the EU referendum's 'Brexit' result, current market opportunities, investing in a low growth and low interest rate world, the portfolio's equities, and 'creative disruption' caused by the millennial generation.
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Neil Hermon on Brexit: a curious political situation

by Neil Hermon

1 year ago

​Neil gives his views on 'Brexit' and the unexpected political situation we find ouirselves in; avoiding parallels with the Global Financial Crisis; the UK equity market reaction; and how the portfolio and its investments in smaller companies have been affected.

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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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1 year 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

​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

1 year 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

1 year 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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1 year 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

1 year 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

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

1 year 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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An introduction to Henderson High Income Trust

by David Smith

1 year ago
David Smith introduces the Trust, explaining its investment objective and how the team work towards acheiving this.
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Questioning the Manager: Henderson High Income Trust

by David Smith

1 year 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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Questioning the Manager: Henderson International Income Trust

by Ben Lofthouse

2 years ago
Ben discusses the Trust's longer-term performance, where assets have been invested from the recent winding up of Henderson Global Trust, economic improvements in China, and stocks in the US.
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