Ben Lofthouse, Fund Manager for Henderson International Income Trust, explains why opportunities in strong equity markets have led to a reduction in the number of portfolio holdings. Ben also comments on how significant movement in bond markets and big uncertainties such as Chinese growth and trade talks have affected his portfolio and his outlook for the trust in the remainder of 2019.
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
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Past performance is not a guide to future performance. 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.
The information in this article does not qualify as an investment recommendation.
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