In this latest episode of Trust TV, we speak to Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust – to discuss how he is navigating the current market environment and how companies within the portfolio are dealing with supply chain disruptions and rising input costs. Ben also provides his outlook for dividends over the coming months.

Following a relatively calm 2021, markets have struggled in 2022 as interest rate and inflation concerns have been compounded by the ongoing war in Ukraine. Meanwhile, renewed Covid-19 outbreaks in China have led to fresh lockdowns in some major cities – exacerbating existing supply chain disruptions.

Understandably, regions, sectors and businesses have all been impacted differently, posing the question – where can investors take refuge?

The answer is simple – in diversification.