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.

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.

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.

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.

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.

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. 

Job Curtis, Portfolio Manager of The City of London Investment Trust – one of the world’s oldest – talks about results for the year ending June 2022, how he has navigated the volatile market environment, and provides his outlook for dividends going forward.

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.

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.

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.