Sign up to save your podcasts
Or
Share Investment Trust Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Investment Trust Podcast
Investment Trust Podcast episodes
- S4 Ep25: Finding dividends in a low growth environmentBen 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.26 min
- S4 Ep24: Is Asia positioned for growth in 2023?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 2023.19 min - S4 Ep23: UK companies well positioned to weather uncertaintyDavid 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.24 min
- S4 Ep22: Is now the time to buy UK stocks?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.18 min
- S4 Ep21: UK small cap valuations are too good to ignoreNeil 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.22 min
- S4 Ep20: Time to batten down the hatches?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.23 min
- S4 Ep19: Will the UK stock market continue to shine?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.23 min
- S4 Ep18: Being prepared for the unexpectedLife 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.30 min
- S4 Ep17: Are bonds making a comeback?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.21 min
- S4 Ep16: Navigating stock market turbulenceAlex 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.24 min
About Investment Trust Podcast
From the publisher's feed
Trust Radio is the investment trust podcast brought to you by Janus Henderson Investors, giving you valuable insights into investment trusts and how they function.
Disclaimer
For UK investors only. Capital at risk.
Issued in the UK by Janus Henderson Investors.
Marketing Communication. Not for onward distribution. Before investing in an investment trust referred to in this document, you should satisfy yourself as to its suitability and the risks involved, you may wish to consult a financial adviser. Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Nothing in this document is intended to or should be construed as advice. This document is not a recommendation to sell or purchase any investment. It does not form part of any contract for the sale or purchase of any investment. This is a marketing communication. Please refer to the prospectus and Annual Report of the AIF before making any final investment decisions.
Issued in the UK by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).
Janus Henderson, Janus, Henderson, Knowledge Shared, Knowledge. Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.
More shows like Investment Trust Podcast
Many Happy Returns
39 Listeners