In this week’s show, James Carthew spoke to Richard Staveley from Rockwood Strategic. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would prefer […]

JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to good quality companies that are at the forefront of the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also […]

In this week’s show, James Carthew spoke to James Hart from Witan Investment Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would […]

Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects, located in developed markets. The majority of these have explicit inflation-linkage built into their structure or implicit […]

India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]

Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed the most severe stress test in recent history in the form of the pandemic, and has come out the other side in good shape. 2022 results show that the value of […]

In this week’s show, James Carthew spoke to Anthony Catachanas from VH Global Sustainable Energy Opportunities. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if […]

Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was a mixed month in terms of share price performance for property companies, with a mean average share price fall of 0.3% across the sector. On the positive side, shopping centre behemoth Hammerson […]

Economic and Political Monthly Roundup Investment companies | Monthly | March 2023 A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]

March 2023 Monthly roundup  |  Investment companies Winners and losers in February 2023 The environmental sector had a strong month, although noting that this is a relatively small category with only three funds, and its positive returns are more a factor of mean reversion following a period of underperformance. The North American Smaller Companies sector […]

AVI Global Trust Investment companies | Update | 8 March 2023 Doubly blessed AVI Global Trust (AGT) offers investors a unique opportunity to access a distinctive portfolio of good-quality investments that are selected because the managers believe that they are trading at a discount to their intrinsic value. Thanks to recent market movements, AGT’s ‘double […]

In this week’s show, James Carthew spoke to David Bird from Octopus Renewables Infrastructure Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you […]

In this week’s show, James Carthew spoke to Jean Hugues de Lamaze from Ecofin Global Utilities and Infrastructure. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. […]

In this week’s show, James Carthew spoke to James Dow from The Scottish American Investment Company. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if […]

Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. This seems wholly unjustified given the strong market fundamentals in the social housing sector and the group’s proven, secure government-backed income. CSH’s inflation-linked leases (which benefit from annual rental […]

abrdn New Dawn Investment companies | Annual overview | 13 February 2023 A quality captain for a troubled Pacific abrdn New Dawn (ABD) ended 2022 with the peculiar, if compelling, combination of the second-best 12-month performance within its peer group, and its shares trading at the widest discount to net asset value (NAV), at 11.5%. […]

In this week’s show, James Carthew spoke to Colm Walsh from ICG Enterprise Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would […]

North American Income Trust Investment companies | Annual overview | 10 February 2023 As headwind turns tailwind  North American Income Trust (NAIT) adopted its income strategy in May 2012 and, for most of the nearly 11 years that this has been in place, there has been a headwind to value investing in the form of […]

Real Estate Roundup Kindly sponsored by abrdn Performance data January’s biggest movers in price terms are shown in the charts below. 2023 started positively for the property sector, with a median average share price uplift of 1.3%. A gloomy economic outlook at the end of 2022 saw many property companies’ share prices fall to substantial […]

February 2022 Monthly roundup  |  Investment companies Winners and losers in January 2023 In a month where winners far outweighed losers, once again Chinese funds feature amongst the best-performing investment companies over the month, taking many of the top slots. China has barrelled ahead with the reopening of its economy following the lifting of COVID-related […]

Economic and Political Monthly Roundup Investment companies | Monthly | February 2023 A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]

GCP Infrastructure Investment companies | Annual overview | 07 February 2023 Green is good GCP Infrastructure (GCP) has seen a dramatic improvement in the tailwinds supporting its investment approach. The rise in UK inflation and power prices has driven a substantial, positive uplift in its net asset value (NAV). This uplift has more than made […]

In this week’s show, Richard Williams spoke to Will Fulton from UK Commercial Property REIT. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you […]

In this week’s show, James Carthew spoke to Eileen Fargis from Ecofin US Renewables Infrastructure Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if […]

Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust’s (RNEW’s) share price moved from a premium to net asset value (NAV) to a discount in July 2022 as the original fund management team resigned. The portfolio assembled is solid, performing well and […]

Review 2022 Annual roundup | Investment companies | January 2023 Kindly sponsored by abrdn A year to forget? Any optimism that investors felt going into 2022 was dashed in February with Russia’s invasion of Ukraine. Resultant jumps in energy and food prices helped entrench inflation, requiring more aggressive interest rate hikes from central banks. Investments […]

Real Estate Annual Review Kindly sponsored by abrdn The year the rug was pulled out 2022 will be remembered as the year that the rug was pulled from under the property sector. Having benefitted from decades of low interest rates, which had fuelled debt-ladened deals and piqued the appetite of global investors looking for more […]

In this week’s show, James Carthew spoke to Stephanie Sirota from RTW Venture Fund. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would […]

  CLSC Initial Public Offering Investment companies | IPO note – update | 17 January 2023 Conviction Life Sciences Company (CLSC) has a target issuance of up to 100m ordinary shares at 100p per share as part of the company’s initial issue, equal to an initial market cap of up to £100m. CLSC is being […]

In this week’s show, James Carthew spoke to Thao Ngo from Vietnam Enterprise. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would prefer […]