S4 Ep25: Finding dividends in a low growth environment
Investment Trust Podcast
by Janus Henderson Investors (UK)
1y ago
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 ..read more
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S4 Ep24: Is Asia positioned for growth in 2023?
Investment Trust Podcast
by Janus Henderson Investors (UK)
1y ago
Mike Kerley, Portfolio Manager of Henderson Far East Income, reflects on the key drivers of performance in 2022, China’s reopening, inflation and interest rate risk in the Asia Pacific region and highlights the dividend trends he expects to play out in 2023 ..read more
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S4 Ep23: UK companies well positioned to weather uncertainty
Trust Radio
by Janus Henderson Investors (UK)
1y ago
David Smith, Portfolio Manager of Henderson High Income, discusses the Company’s impressive dividend record, UK equity market valuations and areas where he is finding performance, the comeback of bonds, and the outlook for UK dividends in a recessionary environment ..read more
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S4 Ep22: Is now the time to buy UK stocks?
Trust Radio
by Janus Henderson Investors (UK)
1y ago
Job Curtis, Portfolio Manager of The City of London Investment Trust, looks back at 2022 and shares his insights on inflation, the cost-of-living crisis, and UK stock market valuations. Job also touches on the dividend outlook for 2023 and the key risks investors should be mindful off ..read more
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S4 Ep21: UK small cap valuations are too good to ignore
Investment Trust Podcast
by Janus Henderson Investors (UK)
1y ago
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 ..read more
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S4 Ep20: Time to batten down the hatches?
Investment Trust Podcast
by Janus Henderson Investors (UK)
1y ago
David Smith, Portfolio Manager of Henderson High Income Trust, talks about the factors currently impacting the UK market, including inflation and interest rates amid a cost-of-living crisis. David also touches on the recent turmoil within bond markets and the need for prudent diversification in volatile market environment.  ..read more
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S4 Ep18: Being prepared for the unexpected
Trust Radio
by Janus Henderson Investors (UK)
1y ago
Life happens when you’re busy making other plans. In this podcast episode, we take a closer look at those unexpected life events that can put a strain on families. While none of us can predict the future, we can plan for it in ways that give you and your family peace of mind ..read more
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S4 Ep17: Are bonds making a comeback?
Investment Trust Podcast
by Janus Henderson Investors (UK)
1y ago
Nicholas Ware, Co-Portfolio Manager of Henderson Diversified Income Trust, talks about the Company’s performance year-to-date, areas where he is finding opportunities and how he is navigating interest rate and inflation risk in a volatile market environment ..read more
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S4 Ep16: Navigating stock market turbulence
Investment Trust Podcast
by Janus Henderson Investors (UK)
1y ago
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, talks about the Trust’s performance year-to-date, the role of regional managers within the portfolio, the implications of higher interest rates and elevated inflation on businesses, and areas where he is finding opportunities in a volatile market ..read more
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S4 Ep15: Asia – The structural growth story remains intact
Trust Radio
by Janus Henderson Investors (UK)
1y ago
Sat Duhra, Portfolio Manager of Henderson Far East Income, talks about the performance of Asian markets year- to-date, areas where he is finding opportunities, sentiment around China, and the impact of inflation on businesses. Sat also touches on the dividend trends in the region ..read more
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