Episodes

  • S4 Ep25: Finding dividends in a low growth environment

    S4 Ep25: Finding dividends in a low growth environment
    Apr 5 2023
    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.
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    25 mins
  • S4 Ep24: Is Asia positioned for growth in 2023?

    S4 Ep24: Is Asia positioned for growth in 2023?
    Mar 10 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.
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    19 mins
  • S4 Ep23: UK companies well positioned to weather uncertainty

    S4 Ep23: UK companies well positioned to weather uncertainty
    Feb 23 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.
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    23 mins
  • S4 Ep22: Is now the time to buy UK stocks?

    S4 Ep22: Is now the time to buy UK stocks?
    Jan 25 2023
    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.
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    18 mins
  • S4 Ep21: UK small cap valuations are too good to ignore

    S4 Ep21: UK small cap valuations are too good to ignore
    Nov 14 2022
    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.
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    21 mins
  • S4 Ep20: Time to batten down the hatches?

    S4 Ep20: Time to batten down the hatches?
    Nov 8 2022
    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. 
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    23 mins
  • S4 Ep19: Will the UK stock market continue to shine?

    S4 Ep19: Will the UK stock market continue to shine?
    Nov 7 2022
    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.
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    23 mins
  • S4 Ep18: Being prepared for the unexpected

    S4 Ep18: Being prepared for the unexpected
    Oct 26 2022
    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.
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    29 mins