Job Curtis, Portfolio Manager of The City of London Investment Trust, provides an update on the Trust, highlighting factors currently affecting the UK market, the key drivers of performance in October, and outlines recent portfolio activity.
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust, discusses the challenges small-and-medium sized businesses are facing, why they are more resilient than some might think, and why the small cap story remains compelling.
In this AGM Presentation, Job Curtis, Portfolio Manager of the City of London Investment Trust, discusses the Company’s performance over the last financial year, how he has been navigating inflation and interest risk, areas where he has been finding opportunities, and provides his outlook for dividends going forward.
The case for adding intermediate-duration bonds back to fixed income portfolios.
Key approaches to achieve sustainable agriculture, and the significant investment opportunity.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
A look at high-yield bonds and why some investors might consider a strategic allocation to high yield.
What does the Inflation Reduction Act mean for sustainability in the US?
What does the Inflation Reduction Act mean for sustainability in the US?
Luke Newman will give an update on the Absolute Return strategy, and how a long/short approach can exploit opportunities across developed equity markets.