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Interview with Oliver Gardey of ICG Enterprise Trust

In this week’s show, James Carthew talked to Oliver Gardey from ICG Enterprise Trust. Watch it again here If you were looking for James Carthew’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

Standard Life Investments Property Income Trust – Building for a new normal

Building for a new normal As with the wider real estate investment trust (REIT) sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Rent collection rates have been impacted with many tenants struggling during the crisis and property values have fallen. Unlike many of its peers […]

Temple Bar Investment Trust – Keeping faith

Keeping faith In June, faced with the task of replacing its longstanding portfolio manager, Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience […]

Interview with Tim Levene of Augmentum Fintech

In this week’s show, James Carthew talked to Tim Levene of Augmentum Fintech Watch it again here If you were looking for James Carthew’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

Tellworth British Recovery & Growth Trust – Best of British – IPO

IMPORTANT INFORMATION NB: This is a marketing communication and not a prospectus. Marten & Co has been paid to prepare this note in relation to Tellworth British Recovery & Growth Trust Plc and has an arrangement with PrimaryBid Limited whereby Marten & Co may profit from applications made through that business. The note is based […]

Aberdeen Emerging Markets Investment Company – Peer group leading China exposure

Peer group leading China exposure Since our most recent note, the managers of Aberdeen Emerging Markets Investment Company (AEMC) have significantly increased the fund’s exposure to China. With 38.9% of the fund now allocated to China and 72.5% to wider Asia-Pacific, extensive exposure is provided to the region that has been the quickest to return […]

Home REIT – Tackling Homelessness – IPO
Home REIT - Tackling homelessness - IPO

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Home REIT Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Home REIT Plc and should be read in conjunction with the Home REIT […]

Interview with Jean Hugues de Lamaze of Ecofin

In this week’s show, James Carthew talked to Jean Hugues de Lamaze of Ecofin Global Utilities and Infrastructure Watch it again here If you were looking for James Carthew’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please […]

QuotedData’s Real Estate Roundup – September 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. There were some interesting price rises during the month of August as investors’ search for returns took them to property companies that have seen their share prices severely depressed during the Covid-19 […]

QuotedData’s Investment Companies Roundup – September 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 Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over August: Aberdeen New Dawn – COVID positive “In […]

QuotedData’s Economic Roundup – September 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 […]

JPMorgan Japanese Investment Trust – Number one for a good reason

Number one for a good reason Over three years, JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group of competing funds by some margin (see page 15). The trust’s remarkable performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have […]

Interview with George Ensor of River & Mercantile Micro Cap

In this week’s show, James Carthew talked to George Ensor of River & Mercantile Micro Cap Watch it again here If you were looking for James Carthew’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, […]

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 […]

Aberdeen New Dawn – COVID positive

 COVID positive In common with other Asian-focused trusts, Aberdeen New Dawn (ABD) has recovered the ground it lost in the early stages of the COVID-19-related market fall and moved into positive territory for 2020 (in NAV terms at least). James Thom, ABD’s manager, was able to make some opportunistic purchases for the portfolio as other […]

QuotedData’s Real Estate Monthly Roundup – August 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments  Performance data July’s biggest movers in price terms are shown in the chart below. A number of REITs and property companies saw big share price gains over the month of July as covid-19 restrictions started to ease across the UK and greater economic stimulus was revealed. […]

QuotedData’s Investment Companies Roundup – August 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 July: Seneca Global Income & Growth – […]

QuotedData’s Economic Roundup – August 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 […]

Geiger Counter – Hot stuff

 Hot stuff The covid-19 pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline. This has exacerbated the supply deficit, leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% so far in 2020), but the managers of Geiger […]

Covid – 19 Impact on Markets webinar playback

On the 20th July QuotedData hosted a webinar entitled “Covid-19 – Impact on Markets”. The webinar provided both professional and private investors access to 3 investment company managers covering either specific geographic regions or investment sectors. The managers discussed their funds and shared their views on the potential changes for their investment area following the pandemic […]

Seneca Global Income & Growth – On the rebound
20200805 SIGT Rebound

 On the rebound Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its net asset value (NAV) fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities and SIGT has benefitted as […]

QuotedData’s property summer conference – weekly webinar series playback

QuotedData’s property summer conference – weekly webinar series Throughout the month QuotedData hosted a weekly webinar property conference. The series covered 18 property companies. We would like to thank all our speakers for providing their thoughts on property markets and our attendees for joining us. Click below to watch the recordings – Week 1 Aberdeen […]

Interview with Steven Tredget of Oakley Capital Investments

In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments about the trust, it is managed and the wide (double) discount that it trades on. Watch it again here If you were looking for James Carthew’s roundup of the week’s news, this is now in the news section (seemed more logical!) […]

Shires Income – Preference shares paying dividends

 Preference shares paying dividends Shires Income (SHRS) has been weathering the storm of dividend cuts better than many of its peers. Holding a portfolio of preference shares, which contribute over 30% to income generation – and, crucially, have not been affected by regulatory restrictions on dividends – has proved to be a major competitive advantage. […]

Interview with Craig Baker on Alliance Trust

Interview with Craig Baker on Alliance Trust In this week’s show, James Carthew talked to Craig Baker, chief investment officer of Willis Towers Watson and chairman of the investment committee of Alliance Trust. Craig explains how the global investment trust is managed. Watch it again here We’ll be back next week (31 July at 11am), […]

QuotedData’s Property Summer Conference – week 3

COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 22nd July we held the third of our summer property webinars where the managers of BMO Commericial Property Trust, Standard Life Investments Property Income, Hibernia REIT and Grit Real Estate Income Group gave presentations on their fund, the property sector as a […]

Henderson Diversified Income Trust – Favourable style and structure

 Favourable style and structure Henderson Diversified Income (HDIV) is managed with a distinct investment style which favours businesses with sustainable cash flows. Some of the sectors that have been worst affected by the COVID-19 pandemic, such as airlines and energy, were therefore absent from the portfolio. The managers took advantage of HDIV’s closed-end structure to […]

QuotedData’s weekly roundup 17 July 2020

James Carthew’s weekly news roundup show for Friday, 17 July, covers Personal Assets’ great track record and another dilutive share issue from Adamas Finance Asia, and an interview with Nick Wood, head of Investment Trust Research at Quilter Cheviot. Listen back here If there is a guest speaker you’d particularly like to hear from, please […]

QuotedData’s Real Estate Quarterly Review – Q2 2020

Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments  A polarised lens The covid-19 pandemic continued to wreak havoc in the real estate in the second quarter, but a polarisation of sectors and funds has started to become apparent. Companies focused on the retail, leisure and hospitality property sectors had already seen huge negative […]

QuotedData’s Property Summer Conference – week 2

COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 15th July we held the second of our summer property webinars where the managers of Tritax Eurobox, Ground Rents Income Fund, BMO Real Estate Investment Trust, Civitas Social Housing and UK Commercial Property REIT gave presentations on their fund, […]