As UK and global markets face the unprecedented challenge of the coronavirus pandemic, Louise Kernohan, co‑manager of Dunedin Income Growth Investment Trust, advocates a focus on high-quality companies and the need for a long-term mind-set.…
Maintaining stability in turbulent times
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…
Week in review: Running on empty?
Despite a stream of disappointing economic data, most global markets performed well this week. Equity indices in London, New York, Tokyo and Shanghai were all comfortably ahead, even as the threat of a global slowdown…
Heroes welcome
We have recently published our updated list of dividend heroes, the investment companies which have increased their dividends for 20 or more years consecutively. There are 20 dividend hero investment companies and of these four…
Tick-tock
With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but this could present an attractive entry point for investors…
Brexit bargains
Are value-focused managers making the most of political uncertainty? With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but…
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…
From acorns to oaks
Uncertainty around Brexit has hit UK markets and raised questions about the UK’s economic prospects, but what effect is it having on the UK’s smaller unquoted companies? Despite a tough year, the average VCT returned…
Climate change must change investors’ portfolios For Professional Investors Only
Scientists’ warnings about a steadily warming planet have raised awareness about climate change – and the asset-management industry is paying attention. The reason for this growing interest is simple: to slow or even reverse global…
Emerging Markets double digit returns for 2019? For Professional Investors Only
What should we expect this year? At the start of each year we consider our return forecasts for Emerging Market assets over the next 12 months, in order to frame our expectations for taking active…
LatAm Bond Buyers Make Their Predictions for 2019
How will political change impact investments in the region in 2019? Bryan Carter: At a broad level what’s quite exciting is that the majority of the governments in South America, in the large countries at…
What investors need to know as Brexit nears For Professional Investors Only
As the date of the UK’s planned exit from the EU approaches, there’s an increased probability the Prime Minister will win support for her Brexit deal. But a “no-deal” scenario cannot be ruled out –…
Ignore the noise: UK dividends should be prized
Brexit has weighed heavily on UK shares, even where it will have little impact on the companies themselves The yield on UK shares has hit its highest level since March 2009 Significant pessimism appears priced…
Outlook for income investors – 2019: the good, the bad and the surprising
Mark Whitehead, Portfolio Manager and Head of Income at Martin Currie, provides his thoughts on the major investment themes for income investors to keep an eye on. What opportunities are on your radar? As income investors,…
Outlook for growth investors – 2019: the good, the bad and the surprising.
Zehrid Osmani, Portfolio Manager, outlines his views on the major opportunities, trends and expectations for 2019 What are the most exciting opportunities? The market is becoming increasingly anxious about risks of a recession, which is…
Focussing on long-term growth with smaller Asian companies
Asia is the dynamic growth region Many companies focused domestically, riding the mega trend of consumer consumption Greater growth potential than large cap This has been a challenging year for investors in Asian equities. Stock…
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 reassurance of a quality dividend
Dividends are an important ballast for a portfolio in difficult market conditions, but some sectors are vulnerable to cuts and dividend volatility. - Dividends form the bulk of an investor’s overall return - Regular and…