How investors can be 'paid to wait' with company restructures

Henderson's Ben Lofthouse lifts the lid on the team's favourite plays.

Equity markets have risen considerably over recent years and some of the value opportunities that existed after the financial crisis have now been realised. For those not invested in them so far, there are still companies and industries where financial returns have been disappointing or trade at a discount to peers and where management are driving forward with strategies to improve returns. This has only increased following the recent sell-off in global equity markets. These so-called restructuring companies drive the Henderson International Income trust, which has around 27% of its...