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Premier Global Infrastructure Trust – Renewed focus
PGIT renewable energy light bulb

Following on from an exceptional year of performance for the ordinary shareholders of Premier Global Infrastructure Trust (PGIT) in 2019, the trust had a good start in 2020. Whilst it suffered heavily in the pandemic-related market crash, it has bounced back strongly (in both cases the moves were amplified by the gearing effect of PGIT’s […]

QuotedData’s Investment Companies Quarterly Review – Second Quarter 2020

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research Guide The legal bit  When the going gets […]

QuotedData’s Investment Companies Roundup – July 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over June: CQS New City High Yield – […]

QuotedData’s Investment Companies Roundup – June 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over May: GCP Infrastructure – […]

GCP Infrastructure – Rebased dividend

 Rebased dividend GCP Infrastructure will be 10 years old in a few weeks. Since 2012, it has paid a stable 7.6p per year dividend backed largely by UK public sector cashflows and achieved modest growth in net asset value (NAV). The yield premium that GCP delivers relative to UK government debt securities has increased significantly […]

QuotedData’s Investment Companies Quarterly Review – First Quarter 2020

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research The legal bit  Unprecedented times  We have knitted […]

QuotedData’s Economic Roundup – April 2020

Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

QuotedData’s Investment Companies Roundup – February 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide  New research  Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]

GCP Infrastructure – Stable income, uncertain times

 Stable income, uncertain times For almost 10 years, GCP Infrastructure (GCP) has met its objective of delivering high and stable income for its shareholders with low volatility of returns, while preserving their capital. The mix of assets that it lends against has evolved as the investment adviser has sought out alternative sources of cash flows […]

QuotedData’s investment companies roundup – January 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Income Events  New research  Here is a list of research we published over December: An update note on BlackRock Throgmorton (THRG) “BlackRock Throgmorton continues to lead its peer group in […]

QuotedData’s economic roundup – June 2019

Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

QuotedData’s economic roundup – January 2019

QuotedData’s economic roundup – January 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of […]