James Henderson has managed Henderson Global Investors' UK Equity Income fund since 2005, taking on the mandate after a long spell at the asset manager.
The £319m fund has delivered 140% to investors over the three years to 9 March, compared to the sector average gain of 77.4%, according to Morningstar. As well as running the income fund, Henderson has also managed the well-known Lowland investment company since 1990, as well as Henderson’s Opportunities trust since 2007. Here, he explains why bank forecasts are ‘pie in the sky’, why shares in tobacco companies are overpriced, and why the FTSE 100 should finish the year above 6,000. Valuations on the FTSE 100 are at an eight-month high. Are you expecting a correction in the near te...
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