Events

ETF Intelligence by QuotedData Ep. 8

Wednesday 6th May 2026
Other
QuotedData

Description

Welcome to ETF Intelligence by QuotedData – your weekly deep dive into the Active ETF market.

In this episode, David Batchelor and Gavin Lumsden break down the biggest stories shaping the week, from key market developments to trends investors should be watching.

Tune in here.

We’re also joined by special guest Andrew McHattie, who sits down with David to discuss the evolving Active ETF landscape, industry opportunities, and what’s coming next.

What we cover:

This week’s top Active ETF news
Market trends and insights
Expert discussion with Andrew McHattie

Ticket	Price

Onward Opps rallies 20% in August as its AIM stocks shine

A 20% share price rally last month has tipped Onward Opportunities (ONWD) above £50m of assets for the first time since launch over three yeas ago. The UK smaller companies investment company, which came to market with less than £20m in March 2023, said a string of positive company results had helped propel the portfolio […]

Seraphim to launch The New Space ETF tomorrow

Seraphim Space, the manager of Seraphim Space (SSIT) investment trust, will launch an exchange-traded fund tomorrow offering investors access to both public and private space technology companies. The actively managed Seraphim New Space ETF will, according to The Times, have exposure to the “new cohort of recently listed New Space companies [which] are disrupting incumbent […]

VH Global Energy Infrastructure kick starts its wind-down with £99m sale of Texas oil terminals

VH Global Energy Infrastructure (ENRG) has made the first disposal in its three-year wind-down, selling two oil storage facilities on the coast of Texas for $134m (£99m) to its fund manager Victory Hill. The £298m investment trust said the sale agreement of the facilities at the Port of Brownsville on the Texas Gulf coast was […]

Morning briefing: New City High Yield exits Aston Martin after debt refinancing; Glenstone lifts AIRE bid acceptances to 36%; Shaires completes Anthropic and Stripe investments

New City High Yield Fund (NCYF) fund manager Ian “Franco” Francis said he and co-manager Darren Toner sold Aston Martin’s 10.375% 2029 bond after a controversial £550m debt financing in July by BlackRock’s private credit subsidiary HPS Investment Partners altered the debt’s asset backing. The Financial Times reported last month that bond holders were considering […]

Canada’s US problem – time for investors to think differently?

For UK investors, Canada has traditionally occupied a slightly awkward position. It is one of the world’s largest developed economies, home to major banks, miners and energy companies, yet it rarely receives much attention as a standalone allocation. More often, Canada is folded into a broader “North American” portfolio dominated by the United States. However, […]

CT Private Equity forecasts more uplifts to come as mature portfolio spies “meaningful pipeline” of exits

Tom Burnet, the new chair of CT Private Equity (CTPE), has predicted the £346m investment trust will see more profitable exits like the 71% uplift it made taking £17.9m on its stake in Cyberhawk when the US drone-based inspection group was snapped up for $125m in June. Burnet, who succeeded Richard Gray at the helm […]

Three catalysts for healthcare’s continued recovery

The healthcare sector has picked up strongly over recent months as a significant beneficiary of the rotation out of crowded trades in AI and technology. We believe the mid to long-term trend is also much improved for healthcare as investors start to appreciate a variety of drivers which could support outperformance. The sector has had […]

Morning briefing: Vietnam trusts recover from July “blues”; Valhalla lifts HgCapital stake to over 13%; EJF predicts more US bank bids; JARA appoints liquidators

Vietnam’s economy and the earnings of its listed companies are strengthening yet share prices have gone the other way, say Vietnam Enterprise (VEIL) fund manager Tuan Le and Craig Martin, chair of Dynam Capital, the manager of Vietnam Holding (VNH). Tuan Le points to “foreign selling and a domestic flight to bank deposits” for offsetting […]

Oakley Capital Investments – On the right side of AI

On the right side of AI The rapid progress of AI has raised legitimate concerns over the durability of parts of the software sector, weighing on several private equity trusts with exposure to the sector. We believe this to be overdone in the case of Oakley Capital Investments (OCI), which appears well positioned to benefit […]

Oakley Capital Investments – On the right side of AI

On the right side of AI The rapid progress of AI (especially agentic AI) has raised legitimate concerns over the business models of some companies within the software sector, affecting several private equity trusts exposed to these sorts of businesses. We believe these concerns are overstated for the companies in Oakley Capital Investments’ (OCI) portfolio. […]

Search

Account

Menu

Events

ETF Intelligence by QuotedData Ep. 8

Description