Podcast: Panmure Gordon and Ben Lofthouse
Ben Lofthouse, manager of Henderson International Income Trust, talks to Simon French, Chief Economist at Panmure Gordon, about the fund’s focus on dividend yields, gearing, new trends and the trust’s priorities.
Start Overview and objective of Henderson International Income Trust
02.22 Manager’s focus on dividend yields – sustainability
04.16 Features of the trust – gearing and dividend reserves
07.30 New trends – emerging markets & central bank stimulus
10.45 New challenges for fixed income
17.13 Geographical allocation
20.09 Long term conviction themes
21.18 Priorities for the trust
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