Latest videos

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

by Job Curtis

3 weeks 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

1 month 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

3 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

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3 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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Henderson Investment Trusts win (again) at the Investment Company of the Year Awards

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3 months ago

​We are pleased to announce that on the 24th of November, three Henderson Managed Investment Trusts won their categories at the 2016 Investment Company of the Year Awards. The awards, in association with Investment Week, are designed to distinguish and reward closed-ended funds that the judges believe have been consistently excellent in their sectors.

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

by James Henderson, Laura Foll

3 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

3 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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3 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

3 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

3 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

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

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4 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

4 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

4 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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September Commentary: City of London

by Job Curtis

4 months ago

For the eighth month running, the UK equity market, as measured by the FTSE All Share Index, delivered a positive return, which was 1.7% in September. The FTSE 100 Index of large companies returned 1.8%, outperforming the more domestically focussed FTSE Mid 250 Index which returned 1.2%. The oil & gas sector was a notable outperformer after a meeting of OPEC countries signalled greater pricing discipline among the cartel’s members with Saudi Arabia offering to restrict production. Although City of London has Royal Dutch Shell as its second largest holding and BP as its sixth largest, the portfolio is below the average for the Index in the oil sector. Rising commodity prices helped the mining sector where many companies have cut their dividends and City of London is under represented but holds BHP Billiton and Rio Tinto.

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Lowland: Industrial Strength

by James Henderson, Laura Foll

4 months ago

Laura Foll and James Henderson justify their biggest relative overweight in industrial sector companies.

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September Commentary: Lowland Investment Company

by James Henderson, Laura Foll

4 months ago

​​UK equities rose during September, with the FTSE All-Share rising 1.7% on a total return basis.  Within this the best performers in the index were predominantly mining companies such as Anglo American and Glencore, as commodity prices including coking coal recovered. In this context the Trust underperformed, rising 1.3% on a total return basis, as we currently hold little in the mining sector. While we added to the sector towards the end of 2015 (which worked well), in hindsight we sold the positions in companies such as Glencore too early as we felt that market expectations (in areas such as the speed at which they would achieve asset sales) had risen too far, too fast.

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Calling all investors: smaller companies for structural growth!

by Neil Hermon

5 months ago

Neil Hermon and Indriatti van Hien discuss their investments in companies where 'structural' growth drivers underpin top-line revenues, enabling the businesses to grow regardless of the wider economy's health. 

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‘Peak’ everything?

by John Pattullo

5 months ago

​​A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.

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