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ETF Intelligence by QuotedData Ep. 7

Wednesday 29th April 2026
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Watch us live as David Batchelor & Gavin Lumsden walk through the weekly news in the ETF world.

This week, we’re diving into the latest ETF news. In our “Explain That Fund” segment, David will take a deep dive into active bond ETFs and whether these are the next big ETF opportunity. Tune in for the insights.

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JPMorgan EM Growth & Income trims tech stocks after boom year as market forecasts earnings falls at AI winners

JPMorgan Emerging Markets Growth & Income (JMGI) posted a 54.5% portfolio return for the year to 30 June after the £1.6bn investment trust’s asset class enjoyed its best 12 months in a decade. In common with other Asia and emerging market funds, JMGI’s unusually strong growth in net asset value (NAV) was driven almost entirely […]

Target Healthcare bucks the property trend

A bruising few years for UK commercial property has meant that the majority of our commentary on the sector has focused on the latest REIT to be taken over or decide to throw in the towel. Frustratingly, just when it looked like conditions might be turning, the macroeconomic backdrop deteriorated again. The bull case for […]

Schiehallion’s Baillie Gifford managers wary of “elevated” AI valuations as they look to reposition after SpaceX and Bending Spoon successes

The flotations of SpaceX and Bending Spoons, the Italian digital retailing platform, powered Schiehallion (MNTN) to a 29.1% investment return in the six months to 31 July. Half-year results show Bending Spoons’ $18.5bn splash provided an even bigger boost for the Baillie Gifford growth capital fund than SpaceX’s record $1.7trn IPO. From January when it […]

Schroders Capital Global Innovation shareholders rush to secure their piece of the £28m return of capital

Nearly 72% of shareholders in Schroders Capital Global Innovation (INOV) tried to sell their shares in the company’s latest tender offer, demonstrating their interest in seeing the former Woodford Patient Capital Trust wind down and return their capital. The £107m company said it had received applications to sell from 71.97% of shares, a significant oversubscription […]

Morning briefing: Baker Steel Resources soars 65% in first half; debt reduction key for new Living REIT; India Capital Growth declares maiden dividend

Baker Steel Resources Trust (BSRT) enjoyed a highly “positive” first half against the challenging backdrop of the US attack on Iraq with shares in the mining fund soaring 65.2% in the six months to 30 June, well ahead of the 15.4% growth in the net asset value (NAV) of its investments. These beat the 10.2% […]

Alliance Witan – Stock Spotlight: Experian

Interview with Mick Dillion from Brown Advisory Experian is a global data and analytics company that helps businesses assess credit risk, prevent fraud and verify identities, underpinned by a proprietary dataset built over nearly 200 years. Brown’s Mick Dillon believes the company benefits from the essential role credit plays in economic growth and financial inclusion, […]

Saba hides UKIT’s investment trust positions to deter copycat traders

Saba Capital has stopped publishing the daily portfolio of its UK investment trust ETF, arguing that the transparency allowed other investors to copy its trades and made it more expensive to build positions. The Saba Capital Investment Trusts UCITS ETF (UKIT) has moved to a semi-transparent structure and will now disclose its full holdings quarterly, […]

Tufton Assets ships a 28% investment return and anticipates more as Middle East disruptions push up charter rates

A lack of ships and the necessity to take longer voyages to avoid the danger zones in the Strait of Hormuz and approach to the Suez Canal have created buoyant conditions for Tufton Assets (SHIP). The £364m dollar-based shipping fund reported net asset value (NAV) rose 19% in the year to 30 June with its […]

Manchester and London slumped 25% in AI carnage caused by near collapse of Situational Awareness hedge fund

Annual results from technology fund Manchester and London (MNL) highlight the dangers of going all-in on artificial intelligence with the portfolio plunging 25% at the end of its financial year to 31 July. At 22 June MNL had notched up a 51% investment return but saw this almost evaporate as the near collapse of the […]

Morning briefing: Neuberger Private Equity ramps up realisations to $150m; F&C cuts £240m off US equities; Cordiant Digital earnings rise 2%

Neuberger Private Equity Partners (NBPE), previously NB Private Equity, sold $150m of investments in the first half of the year, lifting realisations from $86m a year ago. With $68m of exits expected to close in the coming months, the company said it was making good progress refreshing the portfolio and supporting share buybacks, which it […]

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ETF Intelligence by QuotedData Ep. 7

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