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Interview with Gareth Powell of Polar Capital Global Healthcare

In this week’s show, James Carthew talked to Gareth Powell of Polar Capital Global Healthcare. 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 – […]

QuotedData’s Investment Companies Quarterly Review – Second Quarter 2021
vietnam

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Finally on the mend Global equity markets finally appear to be recovering after almost 18 months of extreme volatility and uncertainty. On average, even the losses on those funds in negative territory this quarter were muted by comparison with last year. UK assets […]

AVI Japan Opportunity Trust – Progress on a number of fronts
210720 AJOT AVI Japan Opportunity Trust

Progress on a number of fronts AVI Japan Opportunity Trust (AJOT) is not yet three years old, but it is making great strides in its various campaigns to improve shareholder value across a select group of Japanese companies. The value opportunity presented by the Japanese market is considerable, and this is true for smaller companies […]

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 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.

Jupiter Emerging & Frontier Income Trust webinar playback

Ross Teverson and Matt Piggott from Jupiter Asset Management joined our analysts, James Carthew and Jayna Rana, to provide an overview of Jupiter Emerging & Frontier Income Trust (JEFI). Ross and Matt discussed JEFI’s unique investment objective, its focus on sustainable income growth and the wide range of companies the team is able to access […]

QuotedData’s Real Estate Quarterly Review – second quarter 2021
QuotedData's Real Estate Quarterly Review - second quarter 2021

Value hunters boost property The easing of lockdown restrictions throughout the quarter saw property companies stage somewhat of a comeback from the depths of the pandemic, despite ‘freedom day’ being delayed into July. The potential for an economic bounce in the second half of the year is growing and generalist real estate investment trusts (REITs), […]

Interview with Matthias Siller of Baring Emerging EMEA Opportunities

In this week’s show, James Carthew talked to Matthias Siller of Baring Emerging EMEA Opportunities. 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 – […]

QuotedData’s Real Estate Roundup – July 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data June’s biggest movers in price terms are shown in the chart below. In a month when Boris Johnson announced the easing of restrictions would be pushed back as COVID cases rose, only a handful of property companies saw share price gains. Topping the list […]

QuotedData’s Property Webinar Series – Week 1 Playback

On 7th July 2021, QuotedData hosted the first of 4 Property focused webinars. This webinar was focused on Property and included presentations and Q&As from 4 managers, covering different aspects of property. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations – […]

QuotedData’s Economic Roundup – July 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 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 Investment Companies Roundup – July 2021
BlackRock Commodities Income BRCI

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The old adage that what goes up must come down and vice versa appears to ring true this month as interestingly, the commodities & natural resources sector, which was the best performing in May, was the worst performing in June. The sector […]

Polar Capital Technology – Exciting times

Exciting times In the short term, the technology sector has given back some of its considerable long-term outperformance of the wider market. Ben Rogoff, manager of Polar Capital Technology Trust (PCT), is unfazed by this. The COVID-19 pandemic has accelerated many societal shifts that Ben believes will be permanent. Areas such as e-commerce, cloud computing, […]

Interview with David Conlon of GCP Asset Backed Income

In this week’s show, James Carthew talked to David Conlon of GCP Asset Backed Income. 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 – […]

Bluefield Solar Income Fund – Transformational deal

Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar power generation looks close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. […]

GCP Infrastructure – Penalised for being conservative?

Penalised for being conservative? In recent months, despite its attractive dividend yield (6.9% at the time of publication), GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a […]

Interview with Michael O’Brien of Fundsmith Emerging Equities

In this week’s show, James Carthew talked to Michael O’Brien of Fundsmith Emerging Equities. 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. […]

Interview with Stephen Inglis of Regional REIT

In this week’s show, James Carthew talked to Stephen Inglis of Regional REIT. 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 […]

India Capital Growth – Lessons learnt

Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak in infections has now passed. […]

Liontrust ESG Trust – For a sustainable future
Liontrust ESG Trust (ESGT)

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Liontrust ESG 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 Liontrust ESG Trust Plc and should be read in conjunction with the […]

Interview with Stephanie Sirota of RTW Ventures

In this week’s show, James Carthew talked to Stephanie Sirota of RTW Ventures. 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 Real Estate Roundup – June 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]

QuotedData’s Investment Companies Roundup – June 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The question that many an investor has been thinking about for the past decade or so – whether/when the tech bubble is going to burst again – is probably being voiced louder than ever now. The sector and trusts exposed to it […]

QuotedData’s Economic Roundup – June 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 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 […]

Interview with Ben Ritchie and Georgina Cooper of Dunedin Income Growth Investment Trust

In this week’s show, James Carthew talked to Ben Ritchie and Georgina Cooper of Dunedin Income Growth Investment 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, […]

Interview with Matthew Potter of Honeycomb Investment Trust

In this week’s show, James Carthew talked to Matthew Potter of Honeycomb Investment 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 – research@quoteddata.com. […]

Jupiter Emerging & Frontier Income – Out in front

Out in front In both total net asset value (NAV) and share price return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that stocks were priced more attractively outside of China has been paying […]

QuotedData’s Spring Webinar Series – Renewables playback

On 26th May 2021, QuotedData hosted the last of three Spring webinars. This webinar was focused on Renewables and included presentations and Q&As from 4 investment companies’ managers, covering different aspects of this area. We were also joined by Dr JJ Traynor of Hydrogen One Capital who provided his insights into the hydrogen market. We would like […]

Tritax EuroBox – Full throttle
Tritax EuroBox - Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector (which should result in […]

JPMorgan Japanese Investment Trust – Medium-term outlook undimmed

Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As lower […]

Interview with Georgina Brittain of JPMorgan Smaller Companies

In this week’s show, James Carthew talked to Georgina Brittain of JPMorgan Smaller Companies. 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. […]