In this latest episode of Trust TV Mike Kerley, Fund Manager of Henderson Far East Income, discusses the impact of COVID-19 on the Trust and the Asian markets in general. Mike also discusses his plans…
Optimistic outlook for the UK economy
Neil Hermon, fund manager for Henderson Smaller Companies Trust, discusses the Trust’s “excellent” performance in 2019, which Neil attributes to the team’s stock selection and the positive impact of gearing. Neil also discusses the latest…
Why liquidity doesn’t trouble Investment Trusts
James Henderson, co-fund manager for Henderson Opportunity Trust, discusses the Trust’s latest portfolio activity; specifically why James and the team have been buying smaller companies they believe to be “unfairly valued”. James also discusses the…
Will Brexit clarity pull UK equities up?
Clarity on the UK’s political future may see UK equity valuation rise in 2020, says Job Curtis, Fund Manager of The City of London Investment Trust. Job also explains his recent portfolio activity and the…
How to build a sustainable income portfolio
Watch David Smith, Fund Manager of Henderson High Income, answer questions live at the London Stock Exchange from an online audience of private investors. Find out more.
What would you ask a professional investor?
< Register for the next episode of Trust TV to pick the brains of two professional investors. On Wednesday 11th December, Job Curtis, Fund Manager of The City of London Investment Trust; and David Smith,…
Can alternatives offer relief from stock market twists?
Watch this clip from the latest episode of Trust TV, featuring Alex Barr, Fund Manager of Henderson Alternative Strategies Trust. Alex discusses the Trust’s investment objective and explains the purpose of the Trust’s alternative strategies…
Why investors shouldn’t overlook Europe
In the latest episode of Trust TV, Ollie Beckett, Fund Manager of TR European Growth Trust, tackled investor questions around Europe’s economic outlook and the consequences of further quantitative easing on the continent’s equity market.
Positive on US bonds
In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view…
Why caution on Hong Kong is paying dividends
Prudent investors will have been cautious on Hong Kong for some time, says Henderson Far East Income Fund Manager Mike Kerley; with Asia’s income growth coming from elsewhere. For anyone with an interest in the…
Sticking to our guns on value
Laura Foll, Co-Fund Manager of Lowland Investment Company, highlights activity on the Trust’s portfolio over the last quarter and what investors can reasonably expect over the coming months. Laura also explains how the team’s investment…
Positive global income trends
Ben Lofthouse, Fund Manager of Henderson International Income Trust, outlines some of the positive income trends from around the world, which the Trust has benefited from; and he explains how the Trust is impacted by…
Finding balance for The City of London Investment Trust
Job Curtis, Fund Manager of The City of London Investment Trust, is relatively calm about the UK economy amid slowing economic data; and in this video he explains the thinking behind three new companies in…
Has the value comeback been postponed?
Alex Crooke, Fund Manager for Bankers Investment Trust, explains why his predictions for the second half of the year have changed as political uncertainty continues to hamper business confidence. Alex also gives an update on…
John Bennett: “Let’s be true active”
In this snippet from the latest episode of Trust TV, John Bennett of Henderson European Focus Trust, explains how the Trust is taking on the threat from passive investment strategies.
China trade war? No worries
Mike Kerley, fund manager for Henderson Far East Income, gives update on the fund’s portfolio activity and why China’s trade war poses little threat.
The only way is up
Ollie Beckett, fund manager of TR European Growth Trust, discusses how the trust has outperformed its benchmark and how he is “cautiously optimistic”
Now is a good time to be cautious on credit
John Pattullo, Co-Fund Manager of Henderson Diversified Income Trust, explains why the team is increasing the portfolio's exposure to government debt.
John Bennett: “A truer active, more idiosyncratic portfolio”
John Bennett, Fund Manager of Henderson European Focus Trust, explains the thinking behind his new, more concentrated portfolio.