Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
Why didn’t WeWork?
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
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Lessons from the yield gap’s history
A narrowing yield gap may encourage investors to flock to fixed income, but the role of equity income in a diversified portfolio should not be discounted. The City of London Investment Trust has delivered inflation-outpacing dividend growth over the long term.
Uncharted waters: How investors can help tackle the water crisis
Explore water scarcity and the associated investment implications.
2023’s home stretch: What we are watching
With hopes of an economic soft landing diminishing, investors should prioritize quality companies and diversification.
Becoming an “archer” – striving for excellence over perfection
Why differentiated thinking can cultivate an attitudinal edge in investors.
Reasons to be cheerful
Consumers have taken a battering in recent years, first from Covid-19 and more recently from the rising cost of living, but since then UK leisure and hospitality spending has bounced back from pandemic lows. For investors in Henderson Smaller Companies Investment Trust, it’s a reason to raise a glass.
Henderson International Income Trust plc: Full-Year Results 2023
Portfolio manager Ben Lofthouse discusses Henderson International Income Trust plc (HINT) full-year results, including performance over the period, the impact of interest rates and inflation on global dividends, and his outlook for the year ahead.
Global Sustainable Equities – Q3 strategy update
Hamish Chamberlayne, Portfolio Manager, Head of Global Sustainable Equities, gives a quarterly update on Global Sustainable Equities as well as sharing the latest market perspective and outlook. The webcast will include an update on positioning and performance.