The region has plenty of trade groups, but which ones can help the UK boost trade? The good news is that UK trade with Latin America is growing. But not as fast as British exports…
Maintaining stability in turbulent times
In this latest episode of Trust TV Mike Kerley, Fund Manager of Henderson Far East Income, discusses the impact of COVID-19 on the Trust and the Asian markets in general. Mike also discusses his plans…
Will Brexit clarity pull UK equities up?
Clarity on the UK’s political future may see UK equity valuation rise in 2020, says Job Curtis, Fund Manager of The City of London Investment Trust. Job also explains his recent portfolio activity and the…
Rule Britannia
Ian Cowie explains why the sun is shining on UK investment companies. Clouds of political uncertainty, which had overshadowed British shares for several years, have begun to clear and the sun is shining on the…
Building a long-term real estate strategy
By Will Fulton, Lead Manager, UK Commercial Property REIT Industrial in on the riseRetail demands selectivityAlternatives going mainstream In an ultra low-interest rate environment, commercial real estate in the UK continues to stand out as…
Lessons in liquidity
When a city figure as senior as the Governor of the Bank of England says that one form of pooled fund holding billions of pounds on behalf of millions of people is 'built on a…
Building resilience into a portfolio
By Iain Pyle, Investment Director, Shires Income PLC The outcome for the UK economy is uncertain and resilience is likely to prove important Keeping a balance between high growth and higher yield, and between domestic…
Building bridges
Over the last ten years the Infrastructure and Renewable Energy Infrastructure investment company sectors have grown by over 700%, from £2.04bn of assets (4 companies) in June 2009 to over £16.7bn of assets (17 companies)…
London’s Role in Latin America’s Renewable Revolution
Latin America is at the forefront of renewable energy’s battle against established fossil fuels. Costa Rica is the only country with a 100% renewable electricity grid, while recent energy auctions in Chile and Mexico look…
The only way is up
Ollie Beckett, fund manager of TR European Growth Trust, discusses how the trust has outperformed its benchmark and how he is “cautiously optimistic”
A perfect pension?
What’s the best way to save and invest inside a pension plan? Pension savers benefit from generous tax breaks that automatically give their retirement funds a boost, but to really maximise your income later in…
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 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…
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…
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…