Credit markets: tactics for the seventh inning stretch?

by John Pattullo

5 days ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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March Commentary: City of London

by Job Curtis

3 weeks ago

 

 
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An introduction to Lowland Investment Company plc

by James Henderson, Laura Foll

3 weeks ago
Fund Managers James Henderson & Laura Foll introduce Lowland Investment Company, explaining the Trust's objective, and how the team works towards achieving this.
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Private Equity: James de Bunsen on its bad rap and broad opportunities

by James de Bunsen

1 month ago

​Allocating that marginal pound of savings is unquestionably hard following an eight year rally in equities (let alone a 30-year bull market in bonds). It requires a firm view that the forces that have sustained that rally will remain in place for some time, or that new, beneficial, forces will replace those drivers. So, if we acknowledge that record low interest rates and quantitative easing are likely a thing of the past, then we must look to stronger growth in company revenues and earnings to drive markets ever higher.

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Technology pays dividends

by Ben Lofthouse

1 month ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Europe in a world of “alternative facts”

by Tim Stevenson

2 months ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

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Job Curtis: I'm still confident in UK dividends despite uncertainties

by Job Curtis

3 months ago

​Job Curtis, Fund Manager of the £1.3bn City of London Investment Trust, discusses the attractiveness of UK equities and his confidence in dividends.

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AIC End of Year Panel with James Henderson

by James Henderson

4 months ago

​The following video features James Henderson discussing the investment company market in 2017, alongside Bruce Stout, Fund Manager of Murray International Trust, and Peter Ewins, Fund Manager of F&C Global Smaller Companies.

The Fund Managers discuss key sources of optimism in 2017, as well as key causes for concern, which regions they think could flourish and which might dwindle, and what is important for their individual investment companies in the year ahead. 
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Should UK investors be selling the so-called 'bond proxy'?

by David Smith

5 months ago

Trump’s government spending promise has inspired a sector rotation out of bonds and so-called ‘bond proxies’. But how do UK investors define the ‘bond proxy’, and should they be rushing to sell them so quickly?

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Henderson Far East Income Limited - Edison Report 2016

by 

5 months ago

​We would like to draw your attention to the following commissioned research piece. The research gives general insight into the background of the Investment Trust, and the investment strategy with which it is run. In addition to this it outlines the Trust’s objectives and provides updates from the Fund Manager, as well as recent performance data. 

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UK Equity Income & Growth: dividend growth to drive returns in 2017

by James Henderson, Laura Foll

5 months ago

James Henderson and Laura Foll, Co-Managers of the Henderson UK Equity Income & Growth Fund, discuss what they believe is in store for investors in 2017.

 
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The changing face of stewardship over the past two decades

by James Henderson

5 months ago
Issues of corporate governance have come to the fore in recent years: the media have repeatedly chastised excessive board-level pay with front-page ferocity. Here James Henderson discusses how over the past two decades fund manager attitudes towards stewardship have been changing, and describes the much more active role they are taking today.
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Share Radio - Don't overlook small investment trusts

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5 months ago

​This week's edition of The Investment Trust Show explores the pros and cons of small investment trusts. Joining the panel is Sarah Godfrey, Analyst at Edison Investment Research, and John Newlands, Head of Investment Companies Research at Brewin Dolphin.

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October Commentary: City of London

by Job Curtis

6 months ago

​​For the ninth month running, UK equities delivered a positive return, of 0.6% as measured by the FTSE All Share Index. The FTSE 100 Index of large companies returned 1.0% outperforming the more domestically focussed FTSE Mid 250 Index which produced a negative return of 1.7%. Sterling fell by 6.0% against the US dollar and 3.6% against the Euro with the Prime Minister’s speech at the Conservative Party Conference making a “hard Brexit” more likely.

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October Commentary: Lowland Investment Company

by James Henderson, Laura Foll

6 months ago

​​UK equities rose during October, with the FTSE All-Share rising 0.6% on a total return basis. Performance was led by the FTSE 100, which rose 1.0% as a further fall in sterling boosted largely internationally derived earnings. In contrast the more domestically exposed FTSE 250 and FTSE Small-Cap indices performed poorly, as sterling weakness is likely to put upward pressure on inflation and downward pressure on real wages in the UK. In this context Lowland, which is a blend of large, medium and small companies, underperformed the FTSE All-Share and the net asset value remained approximately flat on a total return basis.

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The Telegraph discusses Henderson Smaller Companies Trust

by Neil Hermon

6 months ago
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Share Radio - How to Choose an Investment Trust

by 

6 months ago
This week, Share Radio's Ed Bowsher is joined by Emma Bird from the Investment Trust research team at Winterflood, alongside Jemma Jackson, PR Manager at the Association of Investment Companies, and Jim Harrison, Director at Master Advisor. They tackle the issue of how you actually choose between and buy an investment trust.
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Share Radio: Contrarian Investing

by James Henderson

6 months ago

​The panel of The Investment Trust Show discuss Contrarian Investing as an investment style. Joining Ed Bowsher in the studio is James Henderson, Fund Manager of Henderson Opportunities Trust and Lowland Investment Company.

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An introduction to Henderson Alternative Strategies Trust

by Ian Barrass, James de Bunsen

6 months ago
Fund Managers Ian Barrass and James de Bunsen introduce Henderson Alternative Strategies Trust, explaining the investment objective and how the team works towards achieving this.
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