“There are plenty of things for the investment trust industry to be excited about in the year ahead.”
2023 Outlook: Dan Howe, Head of Investment Trusts
Research in Action: Preparing for a new investment paradigm in 2023
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Research in Action: Preparing for a new investment paradigm in 2023
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Why dividends matter now more than ever
As global equity markets continue to tumble, investors have been scrambling to insulate their portfolios from the looming recession. Here, we look at why Henderson International Income Trust (HINT) may offer an attractive proposition and how it can help investors navigate the choppy waters of elevated inflation and higher interest rates.
Companies will face 2023 from a position of strength
Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses the latest results, the key drivers of performance, and the factors currently impacting global markets, including volatility in China and the ongoing war in Ukraine. Ben also highlights the importance of a globally diversified portfolio in a volatile market environment.
Public versus private real estate: similar assets, different prices
Public REITs and private real estate are two seemingly different universes that converge after adjusting for timing.
Resources ready to be recharged
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
Research in Action: Preparing for a new investment paradigm in 2023
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Future Trends in Investment Trusts
Ben Lofthouse, Portfolio Manager of Henderson International Income (HINT), discusses the impact of elevated inflation and higher interest rates on global equity markets, areas where he is finding attractive opportunities, the concentration of UK dividends, decarbonisation, and why HINT offers a compelling investment proposition to diversify income.
Alternatives review of 2022 and outlook for 2023
Is there a simple route to adjust a portfolio’s exposure to interest rates and equity market gyrations in 2023? James de Bunsen explores.