A century’s old pedigree

Investment trusts have endured, largely unchanged, since the late 1800s The closed-ended structure, and not having to manage inflows and outflows, has been found to contribute to performance Flexibility of income generation will be important…

Down with the KIDs

The AIC has published further research demonstrating why consumers are being misled by Key Information Documents (KIDs) and why the FCA needs to act now to protect consumers. The research looked at 56 investment company…

Asia: the demographic dividend

By Adrian Lim, Investment Director, Edinburgh Dragon Trust plc Asia has a young, entrepreneurial and increasingly wealthy population This brings investment opportunities in areas such as healthcare and financial services As entrepreneurship declines in the…

Two views make a market

Ian Cowie explores the opportunities presented by bearish sentiment on the UK. More than two years after Britain voted by a single-digit majority to leave the European Union, it remains unclear whether Brexit will prove…

The UK before Brexit

Two years after the EU Referendum, investor sentiment towards the UK is subdued despite the recent stock market highs. Concerns about Brexit and a UK economic slowdown are always present, but is this investor uncertainty…

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…

5 Months of Nothing

Last week felt very quiet to us; perhaps not surprisingly so with 4th July celebrations in the US, the sporting calendar in the UK and Europe and people thinking about heading off to the beach…

Finding financials

An easy mistake to make after the global financial crisis has been to look at the financial sector through the lens of the failings of a very small number of large banks. Another is to…

Why Latin America Loves Trade Deals

What happened?  Chile, Mexico and Peru in March became members of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). The agreement reduces tariffs between 11 countries, including Japan and Canada, which amount to 13%…

The world’s biggest health challenges

Investment companies have been offering investors access to innovative businesses and sectors for 150 years and an area where innovation is particularly prominent today is healthcare and biotechnology. It’s well known that investment companies in…

The opportunities in volatility

Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility Volatility has crept back into global markets after a good run in the…

Emerging markets

The first investment company launched back in 1868 enabled private investors to benefit from investing in a diversified portfolio of investments to spread risk. The first investment companies invested in the emerging markets of their…