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ETF Intelligence by QuotedData Ep. 5

Wednesday 15th April 2026
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QuotedData

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This week, David Batechelor & Gavin Lumsden walked us through the weekly news in the ETF world. This week, we’re diving into the latest ETF news, including some interesting market flows from March and what they signal for investors.

In our “Explain That Fund” segment, we tackled a big question: are active ETFs making fund selection easier or harder for retail investors?

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Active ETF growth could come at expense of existing funds, MSCI survey suggests

European fund managers expanding into active ETFs face a question over how much business will come from new investors and how much will migrate from their existing funds. MSCI’s ETF Intelligence Survey 2026, published on 14 September, found that 58% of respondents said an active ETF allocation from a manager they already use would most […]

Schroder Asian Total Return warns China’s cheap AI firms are “wake-up call” for lofty OpenAI and Anthropic valuations

Schroder Asian Total Return (ATR) fund managers have sounded the alarm over a potential bubble in Korean and Taiwanese technology stocks as well as the US artificial intelligence developers they supply, amid renewed signs that the immense capital spending on AI may be waning. Half-year results showed the £638m investment trust benefited from the boom […]

Gresham House Energy Storage says “there is a lot more growth to come” as it rejects activist’s advice to sell up

Gresham House Energy Storage (GRID) has rejected the call from PrimeStone Capital for the £565m battery fund to put itself up for sale saying its recovery strategy is working. Having consulted extensively with other shareholders since PrimeStone published its open letter on 30 June, GRID chair John Leggate said he had received strong support for […]

Simon Bennett resigns as Alternative Income chair as Glenstone’s victorious Adam Smith returns to the board

Update: Simon Bennett, chair of Alternative Income REIT (AIRE), has resigned after Glenstone director Adam Smith returned to the real estate investment trust’s board after winning control of the company last week. Smith, who stepped down from the AIRE board in July as Glenstone’s bid grew increasingly hostile, returns as a non-executive director with Stephanie […]

Morning briefing: BIOG rallies 8.5% despite missing Moderna surge; Tribal acquisition adds 2.2% to Oryx; GABI reiterates commitment to dividends during wind-down; Vietnam Holding makes 7.6% return in August

Biotech Growth (BIOG) rebounded from July’s 3% pullback with net asset value (NAV) recovering with a 7.9% gain in August. This drove the shares 8.5% higher although the £308m investment trust fell behind the 9.8% advance in the Nasdaq Biotechnology due to not holding Moderna. Its shares surged 150% last month after a late-stage trial […]

Tech trusts wobble after AI chiefs appeal for global regulation to avoid apocalyptic threat from rogue agents

London-listed technology trusts beat a retreat today on fears the breakneck speed of development in artificial intelligence could be halted with growth stocks further challenged by the prospect of the US central bank starting to raise interest rates this week. Manchester & London (MNL) fell 5%, or 50p, to 940p, Polar Capital Technology (PCT) slid […]

RTW Biotech makes 16.5% half-year return as surge in listed drug developers outweighs write-down of Ensoma

An 86% write-down in the valuation of drug developer Ensoma cast a shadow on an otherwise bright set of half-year results from RTW Biotech Opportunities (RTW). RTW said Ensoma, a Boston-based rare disease specialist, was the biggest detractor to its performance in the first half of the year. The reduction of what had been a […]

Morning briefing: CQS Natural Resources changes name as managers Watson and Crayfourd return to work at Tufton; Greencoat Renewables says interest in Drogheda datacentre “exceeded expectations”; Finsbury Growth buys into Spirax and TP ICAP; SREI, LMP and PCTN

CQS Natural Resources Growth and Income has changed its name to City Natural Resources Growth and Income (CYN) as Keith Watson and Robert Crayfourd resume management of the £169m investment trust after their move from CQS Manulife to Tufton Investment Management. Chair Christopher Casey welcomed back the managers who have run the portfolio for 13 […]

Public access to private businesses

After SpaceX exploded onto the public markets earlier this year, it paved the way for other blockbuster IPOs. Anthropic looks likely to be next, coming to market with a valuation of over $1 trillion. Stripe, Databricks, OpenAI and others are all waiting in the wings. For the investment trusts that have backed them, it is […]

Fidelity Emerging Markets Strategy Update

Fidelity remains positive on emerging markets, with opportunities across technology, financials, commodities and infrastructure. The strategy focuses on selecting individual companies rather than making big country bets, while also using tools such as shorting to take advantage of weaker businesses. Overall, Fidelity believes emerging markets continue to offer attractive long-term growth opportunities. Below Chris Tennant […]

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ETF Intelligence by QuotedData Ep. 5

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