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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

AVI Japan Opportunity Trust (AJOT) is not yet three years old, but its investment manager, Asset Value Investors (AVI), believes that it is making great strides in its various campaigns to improve shareholder value across a select group of Japanese companies. AVI says that the value opportunity presented by the Japanese market is considerable, and […]

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 […]

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

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 and value-style stocks in particular. Many […]

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 pandemic has accelerated many societal shifts that Ben believes will be permanent. Areas such as e-commerce, cloud computing, video […]

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, […]

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. He says that the pandemic has accelerated many societal shifts that he believes will be permanent. Ben notes that areas […]

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. […]

Bluefield Solar Income Fund – Transformational deal

Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar looks to be 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. […]

Bluefield Solar Income Fund – Transformational deal

Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar is 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. The target […]

GCP Infrastructure – Penalised for being conservative?

Penalised for being conservative? In recent months, despite its relatively high yield, 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 better match for the majority of […]

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 […]

GCP Infrastructure – Penalised for being conservative?

Penalised for being conservative? In recent months, despite its attractive yield, 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 better match for the majority of GCP’s […]

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. […]

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 has now passed. Daily cases […]

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 has now passed. The number […]

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 […]

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 […]

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