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…
Confidence in the long term over short-term uncertainty
Neil Hermon shares his thoughts on recent market volatility and the strategy for The Henderson Smaller Companies Investment Trust. These are the views of the author at the time of publication and may differ from…
Far East Income: Trade war, China’s debt ‘crisis’ and a global slowdown?
Mike Kerley, Fund Manager of Henderson Far East Income, explains why China might fair better than most in a global economic slowdown; and shares his thoughts on the Trust’s performance in 2018 and outlook for…
How to achieve consistent income growth
Job Curtis, Fund Manager of The City of London Investment Trust, explains the strategy behind the Trust’s 52-year dividend growth record and how the portfolio is currently positioned with aim of achieving income and capital…
Alternative times call for alternative solutions
With so much uncertainty shrouding 2019 already, now might be a good time to diversify your portfolio and seek alternative returns away from mainstream markets, say James de Bunsen and Peter Webster, Co-Fund Managers of…
The contrarian challenge to the consensus
[video width="858" height="484" mp4="https://www.marketviews.com/wp-content/uploads/2018/10/mobile_mp4-4.mp4"][/video] There is real value emerging in companies that have fallen out of favour as a result of challenging economic conditions, but a contrarian must be careful, explains James Henderson, Fund Manager…
Sharing the spoils of global income markets
Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth It’s been a fascinating year so far with a lot of the…
Catching the waves on Europe’s rolling IPO market
Ollie Beckett, fund manager of TR European Growth Trust, shares some of the Trust’s recent success stories from Europe’s IPO market and explains why investors seeking growth might find Europe’s small and mid-cap space attractive. After a…
Structural change, disinflation and ‘Amazonisation’
Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.…
Change brings opportunity
Change, uncertainty and volatility in stock market prices are the ingredients that Henderson Opportunities Trust (HOT) thrives on. The Trust is relatively small with net assets of around £100m at the end of April, spread…
The opportunities in volatility
Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility Volatility has crept back into global markets after a good run in the…
Finding value in American growth
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…
Why the Tiger economies are poised to pounce
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.…
Questioning the Manager – Brexit, Opportunities for Income and Disruptive Technology – Henderson High Income Trust
Fund Manager David Smith discusses whether the development of Brexit impacts upon his investment process, which sectors he is finding opportunities for income, as well as his approach towards disruptive technology. KV.widget({"guid": "4V8lpT9uhoE","type": "playback","playerType": "full","showInfoPanel":…
European Equities: Back to School
September in the Northern Hemisphere tends to be the beginning of the new school year. This year there seems to be a large amount on the ‘curriculum’. Starting with Brexit, the temperature is rising as…
The Asian Financial Crisis 20 years on
In the four years between 1993 and 1996 the tiger economies of Asia led the world in terms of gross domestic product (GDP) growth and stock market returns as foreign and local investors piled in…
Lowland: small and mid-caps for…income?
The UK dividend seeker’s dilemma: avoiding too much income concentration. The concept surrounds a fairly well-penned story in the press about how the vast majority of the UK’s dividends are paid by a small cadre…
Is it all doom and gloom for UK domestic cyclicals?
The UK is leaving the EU, economic growth is slowing, household disposable income is being squeezed and interest rates only have one way to go. The case for UK domestic cyclicals – those businesses whose…
‘Peak’ everything?
John Pattullo, Co-Head of Strategic Fixed Income In the 1980s I remember writing an economics homework essay about how the world was going to run out of oil by the year 2000 — Marion King…