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.
James Henderson challenges the consensus that the UK is destined to lag behind the US, owing to the absence of large-cap tech companies.
Prudent investors will have been cautious on Hong Kong for some time, says Henderson Far East Income Fund Manager Mike Kerley.
Job Curtis, Fund Manager of the City of London Investment Trust, explains why cash flow is so important when investing in equities for the purpose of income, using two stock case studies.
Regulations can often be positive for industry incumbents, but investors need to be wary of regulator change, explains Ben Lofthouse of Henderson International Income Trust.