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Alliance Trust – A trust for all seasons

A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by nine of the world’s best stock pickers. Investing sustainably is a strong theme […]

QuotedData’s ESG Conference – week 1 Environmental day playback
QuotedData’s ESG Conference - week 1 Environmental day playback

On the 24th November QuotedData hosted the first of three ESG focused webinars. This Environmental webinar began with an overview from the AIC on the growth of ESG in the sector and was followed by presentations and Q&As from 3 investment companies’ managers focused on providing renewables solutions such as wind farms, solar power and energy […]

Tritax EuroBox – Boxing clever
Tritax EuroBox - Boxing clever

Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing rapidly, while supply of existing and new property is dwindling. This supply-demand imbalance is even more acute in prime locations close […]

Interview with Fran Radano of North American Income Trust

In this week’s show, James Carthew talked to Fran Radano, manager of North American Income Trust Watch it again here If you were looking for QuotedData’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 […]

Downing Renewables and Infrastructure Trust – Targeting attractive and sustainable income returns

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

Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access

Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to well-positioned emerging and frontier market companies in many countries where economic activity has largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, and even Kenya can arguably have greater confidence […]

Interview with Roger Clarke of IPSX Group

In this week’s show, Richard Williams talked to Roger Clarke of IPSX Group Watch it again here If you were looking for QuotedData’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. The […]

QuotedData’s Economic Roundup – November 2020

Economic and Political Monthly 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 […]

QuotedData’s Real Estate Roundup – November 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data October’s biggest movers in price terms are shown in the chart below. October finished with the threat of a second lockdown looming over the UK as COVID-19 cases continued to rise. However, this did not dampen demand for shares in some of the companies […]

QuotedData’s Investment Companies Roundup – November 2020

Investment Companies Monthly 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 Legal New research Here is a list of research we published over October: Herald Investment Trust – Hot chips “Reflecting its focus on technology, […]

International Biotechnology Trust – Healthy returns
201111 IBT

International Biotechnology Trust (IBT) has delivered strong returns over the past year; its net asset value (NAV) is up 30% over the year to date, well ahead of its benchmark, and wider national and global indices. The COVID-19 pandemic has focused attention on the sector as a number of companies search for effective treatments and […]

Interview with Michael Bonte-Friedheim of NextEnergy Solar

In this week’s show, James Carthew talked to Michael Bonte-Friedheim of NextEnergy Solar 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. […]

Herald Investment Trust – Hot chips
Herald Investment Trust - Hot chips (HRI)

Herald Investment Trust (HRI) has generated an impressive uplift in its net asset value (NAV) over the last 12 months. Reflecting its focus on technology, which has generally performed well as the world tries to adjust to life under the COVID-19 pandemic, HRI’s NAV total return of 26.1% eclipses the return on one of the […]

Interview with Andrew Lister of Aberdeen Emerging Markets

In this week’s show, James Carthew talked to Andrew Lister, co-manager of Aberdeen Emerging Markets 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 […]

Interview with Dean Orrico of Middlefield Canadian Income

In this week’s show, James Carthew talked to Dean Orrico, manager of Middlefield Canadian Income 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 […]

Civitas Social Housing – Solid foundations for future growth
Civitas Social Housing - Solid foundations for future growth

Solid foundations for future growth Civitas Social Housing (CSH) is one of only a small handful of Real Estate Investment Trusts (REITs) that have had a positive year in the face of the COVID-19 pandemic. Due to the nature of its income – which is ultimately paid through housing benefit from central government – CSH […]

Polar Capital Global Financials Trust – Too much pessimism?

Too much pessimism?  Whilst there are some bright spots, such as payments companies, which are beneficiaries of the shift to online shopping, fears about the potential impact of COVID-19 have hit valuations across much of the financial sector. The fall in Polar Capital Global Financials Trust’s (PCFT’s) NAV reflects this situation. The managers are cautious, […]

QuotedData’s Real Estate Quarterly Review – Q3 2020

Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments Toughing it out It has been another challenging quarter for the real estate sector as the COVID-19 pandemic continues to take its toll. The economy bounced back in the early part of the quarter after the national lockdown was lifted, while government schemes such as […]

Interview with Charles Luke of Murray Income

In this week’s show, James Carthew talked to Charles Luke, manager of Murray Income 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 – […]

QuotedData’s Investment Companies Quarterly Review – Third 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 Stubborn resistance The end […]

Seneca Global Income & Growth Trust – Knit one, purl one
Seneca Global Income & Growth - Knit one, purl one SIGT

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

QuotedData’s Growth Strategies Conference – playback

On the 14th October 2020 we hosted our Growth Strategies Conference webinar. The event showcased 4 investment trust managers investing across a range of investment themes with an overriding focus on growth. We would like to thank all our speakers and our attendees for joining us. Click below to watch the individual managers’ presentations – […]

Montanaro European Smaller Companies Trust – Impressive returns in difficult market

Impressive returns in difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the five […]

Interview with Octopus Renewables Infrastructure

In this week’s show, James Carthew talked to Matt Setchell and David Bird of Octopus Renewables Infrastructure 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 […]

QuotedData’s Real Estate Roundup – October 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. There was an eclectic mix of property companies to feature in the top price movers for September. Top of the tree was private rented sector and residential development specialist Sigma Capital Group, […]

QuotedData’s Economic Roundup – October 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 – October 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 September: Standard Life Investments Property Income Trust – […]

Interview with Nick Wood of Quilter Cheviot

In this week’s show, James Carthew talked to Nick Wood of Quilter Cheviot 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. The […]

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 […]