In this latest episode of Trust TV, we speak to Tom O’Hara, Portfolio Manager of Henderson European Focus Trust – to discuss how he is steering the Trust through a challenging market environment, areas where he is finding opportunities, and the risk of a recession and its impact of global markets. Tom also looks at how the war in Ukraine has affected the ESG narrative.
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Marker 1 Diversified Funds Marker 1 Funds consisting of different types of assets/asset classes in one portfolio.
Has the Time Come to Simplify Foreign Equity Offerings in 401(k)s?
Recent changes in the capital markets offer plan sponsors a timely opportunity to rationalize their 401(k) lineups.
Assessing inflation – Energy: a long time in the making
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Assessing Inflation – Energy: A Long Time in the Making
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Assessing Inflation – Energy: A Long Time in the Making
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Where next for UK small caps
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust talks about the performance of UK small caps year-to-date, areas where he is finding opportunities, risks to the UK market, and his approach to ESG.
Chinese money update: recovery on track but further easing needed
Chinese money trends continue to improve but aren’t strong enough to insulate the economy from global economic weakness, argues Simon Ward, Economic Adviser.
Edison: Henderson International Income Trust- inflation beating dividend growth
Recently commissioned research from Edison highlights why now is the time to consider Henderson International Income Trust.
Henderson Diversified Income Trust Fund Manager Commentary – Q2 2022
John Pattullo, Jenna Barnard and Nicholas Ware, Portfolio Managers of Henderson Diversified Income Trust, provide an update on the Trust highlighting the key drivers of performance over the quarter, the challenges fixed income investors are facing, recent portfolio activity, and provide their outlook for bond markets over the coming months.