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…

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…

Let’s play fantasy fund manager

Let’s play fantasy fund manager. If you were asked to pick a World Cup winning global equity team, who would you select? You know you can’t rely on a single star player to win the…

Where is the clever money going? June 2018

Despite continuing geopolitical uncertainties – headlined by North Korea, President Trump’s global trade tariff aggression, tension with Russia and Iran, and concerns over Italian politics and the future of its relationship with the EU –…

Expanding horizons

150 years after the first investment company was launched, the industry is still expanding investors’ and advisers' options to new and innovative areas. Of course there are many well-known investment companies investing in equities and…

Sector Specialist: Debt

With interest rates at all-time lows over the past decade, investors have increasingly been looking to alternative assets in their search for income. Sector Specialist: Debt is one of the highest-yielding investment company sectors and…

Not So Bearish on US Fixed Income

The market has been pretty bearish on US bonds for some time now, a crowd that we have been firmly sat in. The bear case is clear; not only are major buyers on strike, some…