fbpx
Register Log-in Investor Type

Research

Filters
Sectors
Geography
Market Cap
Author

Sign up for our free
equity research notes

Register
714 Results
Embed
Interview with Dean Orrico of Middlefield Canadian Income

In this week’s show, James Carthew talked to Dean Orrico, manager of Middlefield Canadian Income Trust Watch it again here If you were looking for James Carthew’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 […]

Civitas Social Housing – Solid foundations for future growth
Civitas Social Housing - Solid foundations for future growth

Solid foundations for future growth Civitas Social Housing (CSH) is one of only a small handful of Real Estate Investment Trusts (REITs) that have had a positive year in the face of the COVID-19 pandemic. Due to the nature of its income – which is ultimately paid through housing benefit from central government – CSH […]

Civitas Social Housing – Solid foundations for future growth
Civitas Social Housing - Solid foundations for future growth

Solid foundations for future growth Civitas Social Housing (CSH) is one of only a small handful of REITs that have had a positive year in the face of the COVID-19 pandemic. Due to the nature of its income – which is government-backed through housing benefit – rent collection rates have not been affected and, to […]

Civitas Social Housing – Solid foundations for future growth
Civitas Social Housing - Solid foundations for future growth

Solid foundations for future growth Civitas Social Housing (CSH) is one of only a small handful of Real Estate Investment Trusts (REITs) that have had a positive year in the face of the COVID-19 pandemic. Due to the nature of its income – which is ultimately paid through housing benefit from central government – CSH […]

Polar Capital Global Financials Trust – Too much pessimism?

Too much pessimism? Whilst there are some bright spots, such as payments companies, which are beneficiaries of the shift to online shopping, fears about the potential impact of COVID-19 have hit valuations across much of the financial sector. The fall in Polar Capital Global Financials Trust’s (PCFT’s) NAV reflects this situation. The managers are cautious, […]

Polar Capital Global Financials Trust – Too much pessimism?

Too much pessimism?  Whilst there are some bright spots, such as payments companies, which are beneficiaries of the shift to online shopping, fears about the potential impact of COVID-19 have hit valuations across much of the financial sector. The fall in Polar Capital Global Financials Trust’s (PCFT’s) NAV reflects this situation. The managers are cautious, […]

Polar Capital Global Financials Trust – Too much pessimism?

Too much pessimism?  Whilst there are some bright spots, such as payments companies, which are beneficiaries of the shift to online shopping, fears about the potential impact of COVID-19 have hit valuations across much of the financial sector. The fall in Polar Capital Global Financials Trust’s (PCFT’s) NAV reflects this situation. The managers are cautious, […]

QuotedData’s Real Estate Quarterly Review – Q3 2020

Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments Toughing it out It has been another challenging quarter for the real estate sector as the COVID-19 pandemic continues to take its toll. The economy bounced back in the early part of the quarter after the national lockdown was lifted, while government schemes such as […]

Interview with Charles Luke of Murray Income

In this week’s show, James Carthew talked to Charles Luke, manager of Murray Income Trust Watch it again here If you were looking for James Carthew’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 – Third Quarter 2020

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research Guide The legal bit Stubborn resistance The end […]

Seneca Global Income & Growth Trust – Knit one, purl one
Seneca Global Income & Growth - Knit one, purl one SIGT

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

Seneca Global Income & Growth Trust – Knit one, purl one
Seneca Global Income & Growth - Knit one, purl one SIGT

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

Seneca Global Income & Growth – Knit one, purl one
Seneca Global Income & Growth - Knit one, purl one SIGT

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

QuotedData’s Growth Strategies Conference – playback

On the 14th October 2020 we hosted our Growth Strategies Conference webinar. The event showcased 4 investment trust managers investing across a range of investment themes with an overriding focus on growth. We would like to thank all our speakers and our attendees for joining us. Click below to watch the individual managers’ presentations – […]

Montanaro European Smaller Companies Trust – Impressive returns in difficult market

Impressive returns in difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the five […]

Montanaro European Smaller Companies Trust – Impressive returns in a difficult market

Impressive returns in a difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the […]

Montanaro European Smaller Companies Trust – Impressive returns in difficult market

Impressive returns in difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the five […]

Interview with Octopus Renewables Infrastructure

In this week’s show, James Carthew talked to Matt Setchell and David Bird of Octopus Renewables Infrastructure Trust. Watch it again here If you were looking for James Carthew’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 […]

QuotedData’s Real Estate Roundup – October 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. There was an eclectic mix of property companies to feature in the top price movers for September. Top of the tree was private rented sector and residential development specialist Sigma Capital Group, […]

QuotedData’s Economic Roundup – October 2020

Economic & Political 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 sell […]

QuotedData’s Investment Companies Roundup – October 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over September: Standard Life Investments Property Income Trust – […]

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 James Carthew’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 […]

Interview with Oliver Gardey of ICG Enterprise Trust

In this week’s show, James Carthew talked to Oliver Gardey from ICG Enterprise Trust. Watch it again here If you were looking for James Carthew’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. […]

Standard Life Investments Property Income Trust – Building for a new normal

Building for a new normal As with the wider REIT sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Unlike its peers however, a 52.7% weighting to the buoyant industrial sector gives it scope for enhanced rental growth. It has been on the front foot in […]

Standard Life Investments Property Income Trust – Building for a new normal

Building for a new normal As with the wider real estate investment trust (REIT) sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Rent collection rates have been impacted with many tenants struggling during the crisis and property values have fallen. Unlike many of its peers […]

Standard Life Investments Property Income Trust – Building for a new normal

Building for a new normal As with the wider REIT sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Unlike its peers however, a 52.7% weighting to the buoyant industrial sector gives it scope for enhanced rental growth. Given that its nimble, sector-agnostic approach has seen […]

Temple Bar Investment Trust – Keeping faith

Keeping faith In June, faced with the task of replacing longstanding manager Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience of managing […]

Temple Bar Investment Trust – Keeping faith

Keeping faith In June, faced with the task of replacing its longstanding portfolio manager, Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience […]

Temple Bar Investment Trust – Keeping faith

Keeping faith In June, faced with the task of replacing longstanding manager Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience of managing income […]

Interview with Tim Levene of Augmentum Fintech

In this week’s show, James Carthew talked to Tim Levene of Augmentum Fintech Watch it again here If you were looking for James Carthew’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. […]

Please review our cookie, privacy & data protection and terms and conditions policies and, if you accept, please select your place of residence and whether you are a private or professional investor.

You live in…

You are a…