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Interview with Keith Watson from Geiger Counter

In this week’s show, Matthew Read talked to Keith Watson from Geiger Counter. 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. Additionally, if you would prefer to […]

QuotedData’s weekly news show 21st January 2022

QuotedData’s weekly news show 21st January 2022 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew and Matthew Read covered the week’s top stories: • Bluefield Solar – sunny outlook • Ruffer – doom and gloom This week’s interview […]

QuotedData’s Round the World Webinar Series 2022

REGISTER HERE! Description: QuotedData will be hosting our Round the World webinar series every Thursday from the 24th February to 17th March 2022. Each weekly event will include a panel discussion with 3 – 4 managers focusing on a specific region of the world, followed by a Q&A session. Video presentations of the managers’ funds […]

GCP Infrastructure – The future is brighter and greener

The future is brighter and greener GCP Infrastructure (GCP) has seen a marked improvement in its net asset value (NAV) performance in recent months. The surge in UK power and carbon prices (see page 8) is working to the benefit of the entities behind many of GCP’s renewable energy infrastructure loans. The push to reduce […]

Interview with Jason Baggaley from Standard Life Investments Property Income

In this week’s show, James Carthew talked to Jason Baggaley from Standard Life Investments Property Income 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. Additionally, if you […]

QuotedData’s weekly news show 14th January 2022

QuotedData’s weekly news show 14th January 2022 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, Jayna Rana and Richard Williams covered the week’s top stories: • Electra Private Equity • JLEN Environmental Assets • HydrogenOne Capital Growth • abrdn European […]

QuotedData’s investment trust weekly news round-up show – Review of 2021

On the 7th January, QuotedData hosted the first weekly Investment Trust Round-Up Show of the year. James was joined by Andrew McHattie, editor of Investment Trust Newsletter, who reviewed the events of 2021 and discussed the winners and losers, the new investment companies which had started trading and the corporate events in the sector over […]

QuotedData’s Real Estate Roundup – January 2022

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data December’s biggest movers in price terms are shown in the charts below. The year of 2021 ended with positive news that the Omicron variant was less serious than first thought, resulting in a lockdown over the Christmas-trading period being avoided. It was Home REIT […]

QuotedData’s Investment Companies Roundup – January 2022

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance After a second year of navigating the uncertainty and volatility caused by the coronavirus pandemic, 2022 ended with an outbreak of the latest variant, Omicron. Though reportedly a milder version, the virus has proven extremely contagious, and lockdowns and restrictions have once more […]

QuotedData’s Economic Roundup – January 2022

Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]

Urban Logistics REIT – In the sweet spot

In the sweet spot It has been a whirlwind few months for Urban Logistics REIT (SHED) as it continues to grow rapidly in one of the best-performing real estate sectors in the UK. The group deployed the proceeds of a July capital raise in short order and earlier this month raised a further £250m to […]

Jupiter Emerging & Frontier Income – When the going gets tough

When the going gets tough Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China has worked […]

BlackRock Throgmorton – Powering on

Powering on BlackRock Throgmorton Trust (THRG)’s results for the accounting year ended 30 November 2021 will not be published for a while yet, but it looks as though THRG has had another great year, with its net asset value (NAV) and share price returns well above peer group averages and its benchmark (see pages 8 […]

JPMorgan Japanese Investment Trust – Bright long-term future

Bright long-term future JPMorgan Japanese Investment Trust (JFJ) had an impressive run of both absolute and relative (to its benchmark index and to competing trusts) performance going into and during the worst of the pandemic. However, once vaccines became a reality, the share prices of businesses that had struggled during lockdowns surged. These were often […]

Bluefield Solar Income Fund – Executing on revised objective

Executing on revised objective Since we last published on Bluefield Solar Income Fund (BSIF), the company has raised £105.1m in an oversubscribed share issue, and completed on the purchases of its first wind and battery storage investments. The company’s financial results, covering the 12-month period ended 30 June 2021, were encouraging. BSIF hit its 8p […]

Vietnam Holding Limited – Asia’s emerging champion

Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally year-to-date (YTD). VNH has captured this and more – outperforming local and global indices, and its direct competitors (see details of VNH’s performance versus its peers […]

Interview with Nicholas Ware of Henderson Diversified Income

In this week’s show, James Carthew talked to Nicholas Ware of Henderson Diversified Income 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. Additionally, if you would prefer […]

India Capital Growth – The show must go on

The show must go on India has attracted a lot of attention over 2021 as it has outperformed even the US, despite suffering from one of the deadliest waves of the COVID-19 pandemic earlier this year. Combined with improved stock selection and its new investment policy, India Capital Growth (IGC) has also seen its performance […]

Temple Bar – No compromise

No compromise The turnaround in Temple Bar (TMPL)’s fortunes following the appointment of RWC as manager last November and a surge in ‘value’ stocks on hopes of an end to the COVID-19 pandemic has been dramatic. Frustratingly, the discount that the trust’s shares trade on relative to their net asset value widened from the middle […]

Grit Real Estate Income Group – Showing some grit

Showing some grit Grit Real Estate Income Group (Grit) has taken decisive action to secure its future with the announcement of a proposed capital raise of up to US$215.6m. The group’s portfolio has suffered heavy valuation declines during the COVID-19 pandemic, especially in the retail sector, which has seen its loan to value ratio (LTV […]

QuotedData’s Investment Companies Roundup – December 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance The new Omicron COVID-19 variant dominated markets in November. Technology & media funds performed best, the MSCI All Countries World Information Technology Index rose by 6.2% over the month, indicating that investors were likely returning to the perceived pandemic-resistance of growth stocks. This […]

QuotedData’s Real Estate Roundup – December 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the charts below. November ended under a cloud of uncertainty, with the discovery of the Omicron coronavirus variant threating a return of restrictions that have wreaked havoc in the property sector over the past two […]

QuotedData’s Economic Roundup – December 2021

Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]

Interview with Rob Crayfourd from CQS Natural Resources Growth & Income

In this week’s show, Matthew Read talked to Rob Crayfourd from CQS Natural Resources Growth & Income 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. Additionally, if […]

North American Income Trust – Healthy dividend increases

Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. After more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies even increasing their dividends. Over the past […]

JPMorgan Japanese – Investor update playback

QuotedData hosted a webinar with Nicholas Weindling of JPMorgan Asset Management to provide an update on JPMorgan Japanese Investment Trust (JFJ). Nicholas discussed his current thoughts on the Japanese market, the company’s recent performance and the outlook for Japan. Follow the link below to view the update. Let us know if you have any questions […]

Interview with David Cornell – India Capital Growth

In this week’s show, Jayna Rana and Richard Williams talked to David Cornell from India Capital Growth. 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. Additionally, if you would […]

QuotedData’s ESG Webinar – Governance Day Playback

On the 18th November QuotedData hosted the last of our three ESG focused webinars. This Governance webinar highligthed managers who actively engage with investee companies to ensure best practices are introduced and maintained and the shareholders are a key consideration in the management of businesses. We would like to thank all our speakers and our […]

QuotedData’s ESG Webinar – Social Day Playback

On the 17th November QuotedData hosted the second of three ESG focused webinars. This Social webinar focused on investment companies providing corporate solutions to the society’s social needs. We would like to thank all our speakers and our attendees for joining us. Dunedin Income Growth – Ben Ritchie  Civitas Social Housing – Paul Bridge  Resonance […]

QuotedData’s ESG Webinar – Environmental Day Playback

On the 16th November QuotedData hosted the first of three ESG focused webinars. This Environmental webinar began with opening remarks from Natalie Kenway of ESG Clarity and Julia Dreblow of SRI Services. We would like to thank all our speakers and our attendees for joining us. Opening Remarks – Natalie Kenway (ESG Clarity) and Julia […]