The problem with Trump’s use of the phrase “MAGA” – Make America Great Again – is that it implies America wasn’t already great. With its booming equity markets, robust economic growth, and strong fundamentals – such as energy independence, deep pools of domestic capital, and the inherent advantages of the US dollar’s reserve currency status […]
The board of Alliance Trust (ATST) announced on 12 September that the forthcoming vote on its merger with Witan will be held on 1 October. This will undoubtedly be a pivotal event, as their combination could be the catalyst for ATST’s entry into the FTSE 100. We believe investors should vote in favour of the […]
The Vanguard LifeStrategy Funds are a cornerstone in the retail and financial advisory sectors. Collectively, these funds offer five passive investment strategies that blend global equity and global bond index funds in varying proportions. The allocations range from 100% equity exposure to 20% equity and 80% bonds, with each fund adjusting its weighting in 20% […]
This week seems to have been the grand finale of an eventful month for Western politics, culminating with the sudden withdrawal of Biden and the rise of Kamala Harris, which appears to have reinvigorated that contest. Biden’s exit followed an attempt on Trump’s life, the discord resulting from the French election, and the Labour Party […]
In QuotedData’s morning briefing 1 July 2024: HG Capital Trust (HGT) has agreed to the sale of F24, a leading European software-as-a-service provider for Business Resilience solutions. The terms of the transaction have not been disclosed and completion is subject to closing conditions. However the transaction will value HGT’s investment in F24 at c.£18.4m. This would […]
In QuotedData’s morning briefing 28 June 2024: Partners Group Private Equity (PEY) released its NAV update for 31 May 2024. Its NAV decreased by 0.7% to EUR 14.19 per share, with total net assets at €981.43m. This fall was largely the result of negative currency movements, which detracted 0.7%. This was slightly offset by value […]
Triple Point Energy Transition (TENT) has released its annual results for the 12 months ending 31 March 2024, following the decision on 22 March 2024 to implement an orderly wind-down of the trust, given it was trading at a persistent discount to NAV and was unable to grow the trust further. Over the 12 months […]
The board of Schroder Japan Trust (SJG) has announced a new enhanced dividend and discount management measures, after holding conversations with shareholders. Dividend: The board would now like to adopt an enhanced dividend policy to pay out 4% of average net asset value in each financial year. Further details will be provided in the next […]
In QuotedData’s morning briefing 24 June 2024: Patria Private Equity Trust (PPET), formerly abrdn Private Equity Opportunities, has released its half yearly report, providing an update to its NAV performance. PPET has generated a NAV total return of 2.0% for the six months to 31 March 2024, with a current NAV of £1.2m. This equates […]
JPMorgan Japan Small Cap Growth and Income (JSGI) reported annual results for the 12 months ending 31 March 2024. JSGI reported a NAV total return of 5.0% and share price total return of 2.3% for the year, underperforming its benchmark MSCI Japan Small Cap Net Return Index which returned +12.0%. The managers’ focus on […]
