Yesterday saw the launch of the third annual QuotedData Investors’ Choice Awards and, once again, we are asking you to get involved and vote for the investment companies and ETFs that you think are deserving of recognition. There are plenty of investment awards out there but ours are, quite deliberately, a little different. Most investment […]

A bruising few years for UK commercial property has meant that the majority of our commentary on the sector has focused on the latest REIT to be taken over or decide to throw in the towel. Frustratingly, just when it looked like conditions might be turning, the macroeconomic backdrop deteriorated again. The bull case for […]

AI has already disrupted software, could the asset management sector be next? Would you let artificial intelligence manage your life savings? I tuned into the Polar Capital Global Technology team’s webinar yesterday; it was a fascinating watch as usual. As you can see below, the Polar Capital Technology Trust (PCT) retains its top spot over […]

After SpaceX exploded onto the public markets earlier this year, it paved the way for other blockbuster IPOs. Anthropic looks likely to be next, coming to market with a valuation of over $1 trillion. Stripe, Databricks, OpenAI and others are all waiting in the wings. For the investment trusts that have backed them, it is […]

The best-performing Indian fund is also the cheapest – what is going on? Here is a table taken from our website on 10 September 2026 showing the four trusts that focus on investing in India ranked buy their one-year NAV returns. India Capital Growth (IGC) comes out on top over one year, second over three […]

September is normally a good month to be a student accommodation landlord. Students return to university, rents start flowing and halls fill up. Yet for Unite Group (UTG), one of the UK’s largest student accommodation providers, the start of the new academic year comes with a rather less welcome arrival: activist investor Saba Capital. Saba […]

For UK investors, Canada has traditionally occupied a slightly awkward position. It is one of the world’s largest developed economies, home to major banks, miners and energy companies, yet it rarely receives much attention as a standalone allocation. More often, Canada is folded into a broader “North American” portfolio dominated by the United States. However, […]

In April 2026, Alliance Witan, Hargreaves Lansdown, and Vanguard were just three of 19 firms that launched Invest for the Future – a national campaign fronted by “Savvy the squirrel” aimed at encouraging Britons to look beyond cash deposits as a home for their savings. You may have seen a few articles written about it […]

European trusts can be a tough sell. Why would investors bother delving into the sclerotic, slow-growing economies of France or Germany when they can enjoy the excitement of the dynamic US? To paraphrase Bill Clinton, it’s not the economy, stupid. It is hard to make a case for Europe on economic growth alone. While Eurozone […]

If you read our recent note on Temple Bar (TMPL), you’ll have seen that we included a section entitled “Compelling UK valuation opportunity”. Below is one of the tables we used to back that up. As you can see, UK stocks are cheap relative to peers, and especially US stocks on a price to earnings […]

It is all too well known that the investment trust sector faces significant headwinds. Therefore, getting a new generation of investors interested in trusts is clearly important. It is in this context that the Association of Investment Companies (AIC) is stepping up its efforts, this week announcing the appointment of the marketing and advertising agency […]

It looks like the UK’s largest REIT – and one of the sector’s great success stories, SEGRO, will be gobbled up by a US warehouse behemoth in a deal worth around £14bn. SEGRO’s board says that it is minded to recommend a ‘best and final’ offer from Prologis, after a rollercoaster couple of weeks of […]

As SpaceX falls below its IPO price, we ask: Are this year’s mega-cap IPOs worth chasing? 2026 promises to see a reshaping of the US market as a wave of megacap IPOs raise capital. Elon Musk’s SpaceX launched on the Nasdaq in June, while Anthropic and ChatGPT may also come to market in the second […]

Last week, I attended Troy Asset Management’s annual investment trust seminar. The event clearly has a loyal following, with many investors returning year after year, and the presentations offered some interesting perspectives. As space was limited, I thought I would share some of the key points for those unable to attend. Long-term capital preservation For […]

Like buses – you wait around for regulatory changes to go your way, and then three come along at once. Well, I’m stretching that a bit, because the win on the Pensions Bill was back on 29 April 2026, but then last week the FCA launched a consultation on related party transactions between boards and […]

At QuotedData we have recently expanded our ETF coverage to include thematic ETFs. What has driven this change? And what exactly are we talking about when we talk about thematic ETFs? To answer this, we need to take a step back. There was a time when ETFs were the boring bit of the fund market. […]

AI has created new winners in Asia – but the opportunity goes well beyond semiconductors. SpaceX may be stealing the headlines, but it is arguably Asia that has been delivering the real excitement on technology. Asian technology companies have delivered around 3x the returns of their US equivalents, as investors have discovered that they offer […]

Saba has set its sights on a new target – rental property landlord Grainger (GRI). It echoes its campaign at fellow London-listed REIT Workspace Group (WKP), where it has requisitioned to replace the board with its own nominees and push ahead with a managed wind down. Both companies have attracted the attentions of the US […]

This week, I attended a capital markets event at the London Stock Exchange to celebrate the 25th anniversary of Patria Private Equity Trust (PPET). For those less familiar with it, PPET aims to deliver long-term total returns by giving shareholders access to a diversified portfolio of private equity-backed companies, most of which are focused on […]

There are some words in financial services – from “guaranteed” to “uncorrelated” – that should set alarm bells ringing. Historically, “rebate” has been one of them. Anyone who remembers the pre-Retail Distribution Review world of fund supermarkets, platform payments and distribution incentives could be forgiven for assuming that the investment industry had broadly learned its […]

India Capital Growth (IGC) is gearing up for its AGM which is scheduled for 11 June. If you are shareholder and you are free, I would urge you to go along. Listen to the investment adviser’s presentation and put questions to him and the board. I know that if it was not for the demands […]

The past month has seen a number of significant triumphs for Saba Capital’s aggressive brand of activism. Herald Investment Trust (HRI) had to be rescued by Aberdeen, with Saba winning a partial tender offer. The activist investor also won Edinburgh Worldwide (EWI), having ousted the chair and five board members. Impax Environmental Markets (IEM) has […]

Given that real estate values are inversely correlated to interest rates, it is no surprise that the sector was among the poorest performers following the outbreak of war in Iran. March 2026 ranks among the worst single month performances by real estate equities in recent times – sitting alongside March 2020 (Covid) and September 2008 […]

A welcome revival of a long dormant structure It is no secret that the UK investment companies market has been shrinking for the past three years, with new capital raising proving difficult – if not impossible – in most cases. However, news of a Seraphim C share issue is injecting life into the investment companies […]

The UK Government won its fight to get its Pensions Bill through Parliament last night. However, the House of Lords extracted a number of concessions, which included allowing pension funds to use investment companies as a way of getting access to private assets. You may remember that I wrote about this in March. The main […]

Get Savvy – get rich slowly The government-backed campaign to get savers investing for the future was launched today, fronted by “Savvy the Squirrel”. There is a fair bit of scepticism about its likely impact but the intention is good at least. One thing that I worry about is that too many people equate investing […]

Metage Capital has published a fresh open letter to the board of Pantheon International (PIN), accusing the company of failing to respond adequately to concerns raised in December over performance, capital allocation and the persistent discount to net asset value (NAV) – click here to read. Metage said Pantheon has had several opportunities to address […]

As his second term began, even Donald Trump’s most ardent detractors recognised that it could be good news for the stock market. A bonfire of regulation, pro-growth economic policies and lower taxes would combine to super-charge markets. The risks appeared to be around inflation, rather than economic turmoil. It hasn’t quite worked out as planned. […]

We now have the first few episodes of our new weekly livestream, Active ETF Intelligence (live every Wednesday at 11am), under our belts. It therefore feels like an appropriate moment to take stock of what we have covered so far and reflect on where the conversations might head next. News – new launches dominate, as […]

Covid, Ukraine, interest rates, tariffs, Iran. Sadly, geopolitical and macroeconomic shocks have become the norm, and uncertainty has become one of the few constants. For sectors that crave a stable outlook, the past six years have resembled a botched rollercoaster, with many scary drops and few reassuring climbs. That has certainly been the case with […]