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23 Sep 2022

Interview with Matthias Siller of Barings Emerging EMEA Opportunities

In this week’s show, James Carthew talked to Matthias Siller of Barings Emerging EMEA Opportunities. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to […]

15 Sep 2022

Baillie Gifford UK Growth – Patience will be rewarded

Patience will be rewarded Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its NAV during the last 12 months at a time when inflation expectations have risen, bringing with them interest rate rises and, quite possibly, a recession. The derating of many growth stocks has been severe and BGUK’s managers say […]

15 Sep 2022

Baillie Gifford UK Growth – Patience will be rewarded

Patience will be rewarded Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its net asset value (NAV) during the last 12 months as inflation expectations have risen, bringing with them interest rate rises and, in all likelihood, a recession. The selling-off of many ‘growth’ stocks has been severe and, BGUK’s managers […]

15 Sep 2022

Baillie Gifford UK Growth – Patience will be rewarded

Patience will be rewarded Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its NAV during the last 12 months as inflation expectations have risen, bringing with them interest rate rises and, in all likelihood, a recession. The derating of many growth stocks has been severe and BGUK’s managers say that selling […]

09 Sep 2022

Interview with Joe Bauernfreund from AVI Global Trust

In this week’s show, James Carthew talked to Joe Bauernfreund from AVI Global Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to watch […]

09 Sep 2022

Chrysalis Investments – Shepherding its portfolio through the storm

Shepherding its portfolio through the storm In its first three years, Chrysalis Investments (CHRY) generated significant NAV and share price returns for investors. Its advisers set out to build an exciting portfolio of fast-growing, disruptive and potentially market-leading companies. An abrupt change in market sentiment towards these types of growth businesses has since impacted on […]

09 Sep 2022

Chrysalis Investments – Shepherding its portfolio through the storm

Shepherding its portfolio through the storm In its first three years, Chrysalis Investments (CHRY) generated significant NAV and share price returns for investors by building an exciting portfolio of fast-growing, disruptive and potentially market-leading companies. An abrupt change in sentiment towards these types of businesses has since impacted on CHRY’s NAV, with falls in the […]

09 Sep 2022

Chrysalis Investments – Shepherding its portfolio through the storm

Shepherding its portfolio through the storm In its first three years, Chrysalis Investments (CHRY) generated significant net asset value (NAV) and share price returns for investors by building an exciting portfolio of fast-growing, disruptive and potentially market-leading companies. An abrupt change in sentiment towards these types of businesses has since impacted on CHRY’s NAV, with […]

08 Sep 2022

abrdn Private Equity Opportunities – Laying the foundations for future returns

Laying the foundations for future returns abrdn Private Equity Opportunities (APEO) has recently been trading at discounts to net asset value (NAV) in excess of 40%, way above its long-term average of around 16-17%, suggesting that the market is pricing in an NAV fall comparable to that seen during the global financial crisis. Alan Gauld, […]

08 Sep 2022

abrdn Private Equity Opportunities – Laying the foundations for future returns

Laying the foundations for future returns abrdn Private Equity Opportunities (APEO) has recently been trading at discounts to NAV in excess of 40%, way above its long-term average of around 16-17%, perhaps suggesting that the market is pricing in an NAV fall comparable to that seen during the GFC. Alan Gauld, APEO’s lead portfolio manager, […]

08 Sep 2022

abrdn Private Equity Opportunities – Laying the foundations for future returns

Laying the foundations for future returns abrdn Private Equity Opportunities (APEO) has recently been trading at discounts to NAV in excess of 40%, way above its long-term average of around 16-17%, suggesting that the market is pricing in an NAV fall comparable to that seen during the GFC. Alan Gauld, APEO’s lead portfolio manager, thinks […]

07 Sep 2022
07 Sep 2022

QuotedData’s Economic Roundup – September 2022

Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

07 Sep 2022

QuotedData’s Investment Companies Roundup – September 2022

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance August may have been a quiet month in terms of investment company news, but markets have certainly been noisy with fears that we’re heading into a recession (or may already be in one) on top of everyone’s minds. At the start of the […]

02 Sep 2022

Interview with Tim Levene from Augmentum Fintech

In this week’s show, Jayna Rana talked to Tim Levene from Augmentum Fintech. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to watch and […]

31 Aug 2022

Temple Bar – Time to shine

Time to shine It is coming up to two years since Redwheel (formerly RWC Partners) took over management responsibility for Temple Bar (TMPL), and performance figures show that the change has proven to be a good decision for the trust. Of course, the change in investor appetite from growth to value-style investing has helped it […]

31 Aug 2022

Temple Bar – Time to shine

Time to shine It is coming up to two years since Redwheel took over management responsibility for Temple Bar (TMPL), and performance figures since suggest that the change has been a good one for the trust. The apparent change in investor appetite from growth to value-style investing has helped it along its way, but the […]

31 Aug 2022

Temple Bar – Time to shine

Time to shine It is coming up to two years since Redwheel took over management responsibility for Temple Bar (TMPL), and performance figures show that the change has proven to be a good decision for the trust. Of course, the change in investor appetite from growth to value-style investing has helped it along its way, […]

26 Aug 2022

Interview with Nick Brind of Polar Capital Global Financials Trust

In this week’s show, Matthew Read talked to Nick Brind of Polar Capital Global Financials Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]

22 Aug 2022

JPMorgan Multi-Asset Growth & Income – Navigating a changed landscape

Navigating a changed landscape Measures being taken to tackle inflation appear to be weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its NAV and share price. However, living up to its objective, these falls have not been as severe as those of global equity markets. […]

22 Aug 2022

JPMorgan Multi-Asset Growth & Income – Navigating a changed landscape

Navigating a changed landscape Measures being taken to tackle inflation are weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its NAV and share price. However, living up to its objective, these falls have not been as severe as those of global equity markets. In the […]

22 Aug 2022

JPMorgan Multi-Asset Growth & Income – Navigating a changed landscape

Navigating a changed landscape Measures being taken to tackle inflation are weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its net asset value (NAV) and share price. However, living up to its objective (see below), these falls have not been as severe as those of […]

19 Aug 2022

Interview with Fiona Yang from INVESCO Asia Trust

In this week’s show, James Carthew talked to Fiona Yang from INVESCO Asia Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to watch […]

18 Aug 2022

Gulf Investment Fund – Much more than just oil & gas

Much more than just oil & gas Gulf Investment Fund (GIF) has built up an attractive track record of both absolute performance and outperformance of its benchmark. Recent higher energy prices have bolstered sentiment toward the region. Governments are using the revenue windfall to fund vast infrastructure projects aimed at diversifying their economies. We think […]

18 Aug 2022

Gulf Investment Fund – Much more than just oil & gas

Much more than just oil & gas Gulf Investment Fund (GIF) has built up an attractive track record of both absolute performance and outperformance of its benchmark. Recent higher energy prices appear to have bolstered sentiment toward the region. Governments are using the revenue windfall to fund vast infrastructure projects aimed at diversifying their economies. […]

18 Aug 2022

Gulf Investment Fund – Much more than just oil & gas

Much more than just oil & gas Gulf Investment Fund (GIF) has built up an attractive track record of both absolute performance and outperformance of its index benchmark. For example, as we show on page 18, GIF outperforms competing open-ended funds over most time periods. Recent higher energy prices have bolstered sentiment toward the countries […]

12 Aug 2022

Interview with David Smith of Henderson High Income

In this week’s show, James Carthew talked to David Smith of Henderson High Income. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to watch […]

08 Aug 2022

North American Income Trust – Next generation dividend hero

Next generation dividend hero After a few difficult years, the North American Income Trust (NAIT) has plenty to feel good about in 2022, according to its manager, Fran Radano. It has enjoyed a turnaround in relative performance as its value style of investing has come back in favour. Investors seem to have been rotating away […]

08 Aug 2022

North American Income Trust – Next generation dividend hero

Next generation dividend hero After a few difficult years, the North American Income Trust (NAIT) has plenty to feel good about in 2022. It has enjoyed a turnaround in performance as its value style of investing has come back in favour. As we discuss on page 4, investors have been rotating away from growth stocks […]

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