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Now is a good time to be cautious on credit
John Pattullo, Co-Fund Manager of Henderson Diversified Income Trust, explains why the team is increasing the portfolio's exposure to government debt.
The UK stock market: beyond Brexit
Louise Kernohan, Investment Director, Dunedin Income Growth Investment Trust PLC Brexit is more than just noise, but it is a sideshow in the day-to-day running of our business.There are steps we can take to navigate…
A New Dawn for Asian markets
By James Thom, Investment Director, Aberdeen New Dawn Investment Trust PLC It is 30 years since the launch of the Aberdeen New Dawn Investment Trust PLC. Asia is both the same as, and fundamentally different…
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…
Will Indian elections disrupt the reform agenda?
By Kristy Fong, Investment Director, Aberdeen New India Investment Trust PLC India has general elections looming. Markets have seen an impact from wobbling poll ratings for incumbent, reformist Prime Minister Narendra Modi. Should investors be…
Going Green
The growing popularity of investment strategies incorporating ESG (environmental, social and governance) criteria is one of investment’s biggest trends. More investors want their money to be invested in a sustainable way or in a way…
Week in review: Running on empty?
Despite a stream of disappointing economic data, most global markets performed well this week. Equity indices in London, New York, Tokyo and Shanghai were all comfortably ahead, even as the threat of a global slowdown…
What a US-China trade deal could mean for investors For Professional Investors Only
Summary In a Q&A with Neil Dwane, Christiaan Tuntono says China will likely agree to reduce the trade deficit and support IP protections, but not roll back “Made in China 2025”. Mona Mahajan thinks an…
Heroes welcome
We have recently published our updated list of dividend heroes, the investment companies which have increased their dividends for 20 or more years consecutively. There are 20 dividend hero investment companies and of these four…
Tick-tock
With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but this could present an attractive entry point for investors…
Brexit bargains
Are value-focused managers making the most of political uncertainty? With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but…
Confidence in the long term over short-term uncertainty
Neil Hermon shares his thoughts on recent market volatility and the strategy for The Henderson Smaller Companies Investment Trust. These are the views of the author at the time of publication and may differ from…
Far East Income: Trade war, China’s debt ‘crisis’ and a global slowdown?
Mike Kerley, Fund Manager of Henderson Far East Income, explains why China might fair better than most in a global economic slowdown; and shares his thoughts on the Trust’s performance in 2018 and outlook for…
From acorns to oaks
Uncertainty around Brexit has hit UK markets and raised questions about the UK’s economic prospects, but what effect is it having on the UK’s smaller unquoted companies? Despite a tough year, the average VCT returned…
Climate change must change investors’ portfolios For Professional Investors Only
Scientists’ warnings about a steadily warming planet have raised awareness about climate change – and the asset-management industry is paying attention. The reason for this growing interest is simple: to slow or even reverse global…
Emerging Markets double digit returns for 2019? For Professional Investors Only
What should we expect this year? At the start of each year we consider our return forecasts for Emerging Market assets over the next 12 months, in order to frame our expectations for taking active…
Thai elections: all change and no change
Thailand is to hold its first general election in seven years, bringing an end to the military dictatorship. All the candidates have a pro-business agenda, differentiating on personality rather than policies Thai economic growth remains…
Small is mighty
High earners and serious savers find it harder to use pensions to keep wealth beyond the grasp of the taxman, since the Treasury tightened the rules. That’s the bad news. The good news is that…