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equity research notes
As part of QuotedData’s Round the World webinar series we hosted a presentation with Elizabeth Kwik, abrdn China Investment Company. Elizabeth Kwik provided an overview of the company and highlighted key portfolio investment themes. She also discussed her thoughts on the current outlook for markets. You can view presentations from other fund managers participating in […]
On the 10th March QuotedData hosted the third of four Round the World Investment Trust panel discussions. The topic discussed was ‘China vs India’ – can India rival China for wealth creation? The panel participants were Elizabeth Kwik from abrdn China Investment Company, Hisashi Arakawa from Aberdeen Japan Investment Trust and Nick Wood from Head […]
QuotedData’s weekly news roundup show – On Demand On the 4th March James Carthew, Richard Williams and Andrew McHattie talked through the Weekly News , and then James was joined by Thomas Moore. Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The […]
On the 3rd March QuotedData hosted the second of four Round the World Investment Trust panel discussions. The topic discussed was ‘Americas post COVID-19′ – will markets start to see an investor-led recovery in fortunes? Where are the opportunities? The panel participants were Tiago Rodrigues, abrdn Latin American Income Fund, Jerry Polacek, Ecofin US Renewables […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with Jerry Polacek and Matthew Ordway, managers of Ecofin US Renewables Infrastructure Trust. Jerry Polacek and Matthew Ordway provided an overview on the company and the investment team’s approach to portfolio infrastructure. They also discussed their current thoughts on the Renewables sector […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with Viktor Szabó and Mubashira Bukhari Khwaja, managers of abrdn Latin American Income Fund. Viktor Szabó and Mubashira Bukhari Khwaja provided an overview on the company and the investment team’s approach to portfolio construction. They also discussed their current thoughts on investing […]
QuotedData’s weekly news roundup show – On Demand On the 25th February Matthew Read talked through the Weekly News and then was joined by Ian Francis. Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The best way to enjoy the show […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with Evert Castelein, manager of abrdn European Logistics Income. Evert provided an overview on the company and the investment team’s approach to portfolio construction. He also discussed his current thoughts on the Logistics sector in Europe and its growth across European markets. […]
On the 24th February QuotedData hosted the first of four Round the World Investment Trust panel discussions. The topic discussed was ‘COVID has accelerated online retailing – what does its growth mean for European real estate?’ The panel participants were Evert Castelein, abrdn European Logistics Income and Matthew Norris, Gravis Capital. You can watch the […]
QuotedData’s weekly news roundup show – On Demand On the 18th February James Carthew talked through the Weekly News and then was joined by Carlos Hardenberg . Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The best way to enjoy the show […]
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