by Neil Hermon
by David Smith
Income fund managers constantly bang on about dividends. Maybe it’s in our genetic makeup but actually dividends should be important for all equity investors. In my mind there are five key reasons for this:
by Job Curtis
by James Henderson
James Henderson, Fund Manager for Henderson Opportunities Trust, explains why this period of change and uncertainty is a good opportunity for active UK stock pickers.
by Ben Lofthouse
Henderson International Income Trust's Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.
by Alex Crooke
Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of yesteryear – a brief boon for global stock market investors. But with growth inevitably cooling in 2018, the challenge now is to assess where the momentum is strongest and which firms are going to thrive.
by Ben Lofthouse, Michael Kerley
by Michael Kerley
Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.
by Tim Stevenson
Tim Stevenson, Fund Manager of Henderson EuroTrust, discusses Europe’s credentials as a diversifier to UK portfolios.
New to investing? Find all the jargon complicated and off-putting?
Despite the phrase “Disruptive technology” being coined by Harvard Business School professor Clayton M Christensen in 1997, the concept has been around for centuries. The car replacing the horse drawn carriage and the telephone making the telegram defunct are two examples from yesteryear but the advent of the internet has sped the pace up dramatically. Just look at the music industry which has now moved onto its second digital iteration with streaming services superseding downloads.
There are always money making investment opportunities waiting out in the market. It is only lack of imagination and idleness that stop us professional investment managers from taking them. This is a fact I have needed to remind myself about in recent months. The UK can appear depressing with the Brexit debate ratcheting up to the point of angry disagreement in which everyone will be a loser and where real wages are falling. The large consumer stocks, property companies and utilities are facing strong headwinds with a slowdown in economic activity predicted. There is also the structural challenge caused by yesterday’s strong franchises rapidly being reduced to todays tired business models.
by Ian Barrass, James de Bunsen
by Ollie Beckett
Ollie Beckett discusses the switching of Europe’s fortunes and the value he finds in its smaller companies.
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