Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses the dividend trends playing out in 2023, the benefits of diversification in an uncertain environment, and dividend sustainability during a period of low growth.
Henderson High Income Trust plc: Full-Year Results
David Smith, Portfolio Manager of Henderson High Income Trust plc, discusses the full-year results for 2022, including the key drivers of performance, areas where he is finding opportunities, the role of bonds in the portfolio, and the outlook for dividends over the coming months.
Listed real estate at an inflection point?
Tim Gibson, Co-Head of Global Property Equities, responds to key questions around the sector and explains why today’s pessimism could actually be an enticing opportunity for investors this year.
John Jordan Copy
John Jordan is a Portfolio Manager covering global financials at Janus Henderson Investors, a position he has held since 2017.
John Jordan Copy
John Jordan is a Portfolio Manager covering global financials at Janus Henderson Investors, a position he has held since 2017.
Bank failures in 2023: Fallen rogues or canaries in the coalmine?
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.
Listed real estate at an inflection point?
Renowned for its resilience, listed real estate endured a torrid 2022. The good news is the asset class may be poised for a rebound.
The City of London Investment Trust plc: A portfolio built for uncertain times
With its strong defensive growth qualities and attractive income, the UK stock market remains a vital component of a diversified portfolio. The City of London Investment Trust levers these qualities to help bring stability to returns in uncertain times.
The European Smaller Companies Trust PLC – Tapping into Europe’s race to decarbonise
Investing in a cleaner global economy is crucial but finding the right opportunities can be challenging. Here, we look at how the European Smaller Companies Trust is tapping into Europe’s race to decarbonise its economy.
JH Explorer in Canada: Québec “La Belle Province” is setting the pace for electrification
Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.