China trade war? No worries

Mike Kerley, fund manager for Henderson Far East Income, gives update on the fund’s portfolio activity and why China’s trade war poses little threat.

A year of two halves?

Alex Crooke, Fund Manager of the Bankers Investment Trust, explains how the team is preparing for a different investment landscape in the second half of 2019. It’s in our nature as fund managers to continually…

How to achieve consistent income growth

Job Curtis, Fund Manager of The City of London Investment Trust, explains the strategy behind the Trust’s 52-year dividend growth record and how the portfolio is currently positioned with aim of achieving income and capital…

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 contrarian challenge to the consensus

[video width="858" height="484" mp4="https://www.marketviews.com/wp-content/uploads/2018/10/mobile_mp4-4.mp4"][/video] There is real value emerging in companies that have fallen out of favour as a result of challenging economic conditions, but a contrarian must be careful, explains James Henderson, Fund Manager…

Sharing the spoils of global income markets

Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth It’s been a fascinating year so far with a lot of the…

Catching the waves on Europe’s rolling IPO market

Ollie Beckett, fund manager of TR European Growth Trust, shares some of the Trust’s recent success stories from Europe’s IPO market  and explains why investors seeking growth might find Europe’s small and mid-cap space attractive. After a…

Structural change, disinflation and ‘Amazonisation’

Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.…

Change brings opportunity

Change, uncertainty and volatility in stock market prices are the ingredients that Henderson Opportunities Trust (HOT) thrives on. The Trust is relatively small with net assets of around £100m at the end of April, spread…