COVID-19: our performance, positioning and trading activity
It is too early to be overly confident, but we are gradually building confidence in the outlook for the market, writes Jamie Ross of Henderson EuroTrust.
It is too early to be overly confident, but we are gradually building confidence in the outlook for the market, writes Jamie Ross of Henderson EuroTrust.
Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends in the wake of the COVID-19 pandemic.
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers an outlook on the state of UK dividends in consideration of COVID-19.
TR European Growth Trust Manager Ollie Beckett talks about how he is positioning the trust’s portfolio for the economic recovery from COVID-19.
PARTNER CONTENT David Smith, Fund Manager for Henderson High Income Trust, provides an update on portfolio activity and discusses the impact of the coronavirus pandemic. We are currently in unprecedented times. A global pandemic has led to a bear market in equities and likely global economic recession as governments introduce extreme measures to contain the…
Neil Hermon, Fund Manager of Henderson Smaller Companies, delivers an update on how the trust has fared in the opening months of the year.
Equity markets are scrambling to price in a recession. In so doing they are already at the stage of trying to determine whether this is a ‘normal’ recession or something altogether deeper.
Mike Kerley, Fund Manager for Henderson Far East Income Trust, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.
Laura Foll, UK equities portfolio manager, provides an update on the market amid the coronavirus outbreak and oil supply price war, as well as what may be instore for UK income investors.
James Henderson, co-fund manager of Henderson Opportunities Trust, explains why liquidity concerns around UK smaller companies may be exaggerated; and why a rally could be around the corner.