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QuotedData’s Real Estate Monthly Roundup – August 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments  Performance data July’s biggest movers in price terms are shown in the chart below. A number of REITs and property companies saw big share price gains over the month of July as covid-19 restrictions started to ease across the UK and greater economic stimulus was revealed. […]

QuotedData’s Investment Companies Roundup – August 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 Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over July: Seneca Global Income & Growth – […]

QuotedData’s Economic Roundup – August 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 […]

Geiger Counter – Hot stuff

 Hot stuff The covid-19 pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline. This has exacerbated the supply deficit, leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% so far in 2020), but the managers of Geiger […]

Covid – 19 Impact on Markets webinar playback

On the 20th July QuotedData hosted a webinar entitled “Covid-19 – Impact on Markets”. The webinar provided both professional and private investors access to 3 investment company managers covering either specific geographic regions or investment sectors. The managers discussed their funds and shared their views on the potential changes for their investment area following the pandemic […]

Geiger Counter – Hot stuff

 Hot stuff The pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline, exacerbating the supply deficit and leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% YTD), but the managers of Geiger Counter (GCL) believe that there […]

Seneca Global Income & Growth – On the rebound
20200805 SIGT Rebound

 On the rebound Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its net asset value (NAV) fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities and SIGT has benefitted as […]

Seneca Global Income & Growth – On the rebound
20200805 SIGT Rebound

 On the rebound Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its NAV fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities (increasing exposure to UK equities, for example) and […]

QuotedData’s property summer conference – weekly webinar series playback

QuotedData’s property summer conference – weekly webinar series Throughout the month QuotedData hosted a weekly webinar property conference. The series covered 18 property companies. We would like to thank all our speakers for providing their thoughts on property markets and our attendees for joining us. Click below to watch the recordings – Week 1 Aberdeen […]

QuotedData’s property summer conference – weekly webinar series playback

QuotedData’s property summer conference – weekly webinar series Throughout the month QuotedData hosted a weekly webinar property conference. The series covered 18 property companies. We would like to thank all our speakers for providing their thoughts on property markets and our attendees for joining us. Click below to watch the recordings – Week 1 Aberdeen […]

Interview with Steven Tredget of Oakley Capital Investments

In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments about the trust, it is managed and the wide (double) discount that it trades on. 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 (seemed more logical!) […]

Shires Income – Preference shares paying dividends

 Preference shares paying dividends Shires Income (SHRS) has been weathering the dividend crisis better than many of its peers. Holding a portfolio of preference shares, which contribute over 30% to income generation – and, crucially, have not been affected by regulatory restrictions on dividends – is a major competitive advantage. SHRS’s manager, Iain Pyle, expects […]

Shires Income – Preference shares paying dividends

 Preference shares paying dividends Shires Income (SHRS) has been weathering the storm of dividend cuts better than many of its peers. Holding a portfolio of preference shares, which contribute over 30% to income generation – and, crucially, have not been affected by regulatory restrictions on dividends – has proved to be a major competitive advantage. […]

QuotedData’s Property Summer Conference – week 4

COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 29th July we held the fourth of our summer property webinars where the managers of Triple Point Social Housing, CEIBA Limited, Supermarket Income REIT, Schroder European Real Estate Investment Trust gave presentations on their fund, the property sector as a whole and […]

Interview with Craig Baker on Alliance Trust

Interview with Craig Baker on Alliance Trust In this week’s show, James Carthew talked to Craig Baker, chief investment officer of Willis Towers Watson and chairman of the investment committee of Alliance Trust. Craig explains how the global investment trust is managed. Watch it again here We’ll be back next week (31 July at 11am), […]

QuotedData’s Property Summer Conference – week 3

COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 22nd July we held the third of our summer property webinars where the managers of BMO Commericial Property Trust, Standard Life Investments Property Income, Hibernia REIT and Grit Real Estate Income Group gave presentations on their fund, the property sector as a […]

Henderson Diversified Income Trust – Favourable style and structure

 Favourable style and structure Henderson Diversified Income (HDIV) is managed with a distinct investment style which favours businesses with sustainable cash flows. Some of the sectors that have been worst affected by the COVID-19 pandemic, such as airlines and energy, were therefore absent from the portfolio. The managers took advantage of HDIV’s closed-end structure to […]

Henderson Diversified Income Trust – Favourable style and structure

 Favourable style and structure Henderson Diversified Income (HDIV) is managed with a distinct investment style which favours businesses with sustainable cash flows. Some of the sectors that have been worst affected by the pandemic, such as airlines and energy, were therefore absent from the portfolio. The managers took advantage of HDIV’s closed-end structure to take […]

QuotedData’s weekly roundup 17 July 2020

James Carthew’s weekly news roundup show for Friday, 17 July, covers Personal Assets’ great track record and another dilutive share issue from Adamas Finance Asia, and an interview with Nick Wood, head of Investment Trust Research at Quilter Cheviot. Listen back here If there is a guest speaker you’d particularly like to hear from, please […]

QuotedData’s Real Estate Quarterly Review – Q2 2020

Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments  A polarised lens The covid-19 pandemic continued to wreak havoc in the real estate in the second quarter, but a polarisation of sectors and funds has started to become apparent. Companies focused on the retail, leisure and hospitality property sectors had already seen huge negative […]

QuotedData’s Property Summer Conference – week 2

COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 15th July we held the second of our summer property webinars where the managers of Tritax Eurobox, Ground Rents Income Fund, BMO Real Estate Investment Trust, Civitas Social Housing and UK Commercial Property REIT gave presentations on their fund, […]

Standard Life Private Equity Trust – Share price out of sync?

 Share price out of sync? Private equity fund of funds, like Standard Life Private Equity (SLPE), have been on the periphery of the recovery in risk assets. Investors have attempted to anticipate the COVID-19 impact on NAV), given the lag in valuing unlisted companies, but have failed to reflect the rebound in markets. With its […]

Standard Life Private Equity Trust – Share price out of sync?

 Share price out of sync? Private equity fund of funds, like Standard Life Private Equity (SLPE), have been on the periphery of the recovery in global stocks. Investors have attempted to anticipate the COVID-19 impact on net asset value (NAV), given the lag in valuing private companies, but have failed to reflect the rebound in […]

Grit Real Estate Income Group – Africa, substantially de-risked
Grit Real Estate Income Group - Africa, substantially de-risked

 Africa, substantially de-risked Grit Real Estate Income Group (Grit) is flying the flag for African real estate investment. The significant growth potential of the continent’s emerging economies has always come with some degree of risk attached to it. However, Grit’s investment strategy enables it to retain exposure to that growth potential, while substantially de-risking it […]

Grit Real Estate Income Group – Africa, substantially de-risked
Grit Real Estate Income Group - Africa, substantially de-risked

 Africa, substantially de-risked Grit Real Estate Income Group (Grit) is flying the flag for African real estate investment. The significant growth potential of the continent’s emerging economies has always gone hand-in-hand with some degree of risk. Grit’s investment strategy, however, retains exposure to that growth potential, while substantially de-risking it through US dollar and euro […]

QuotedData’s Investment Companies Quarterly Review – Second 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  When the going gets […]

QuotedData’s weekly roundup 10 July 2020

James Carthew’s weekly news roundup show for Friday, 10 July, covers Atlantis Japan’s wide discount, the failings of SQN Asset Finance Income, the success of Primary Healthcare Properties, and an interview with Alan Gauld, manager of Standard Life Private Equity. Listen back here If there is a guest speaker you’d particularly like to hear from, […]

QuotedData’s Property Summer Conference – week 1

COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 8th July we held the first of our summer property webinars where the managers of Aberdeen Standard European Logistics Income, TR Property Investment Trust, Schroder Real Estate Investment Trust, LondonMetric Property and Tritax Big Box REIT gave presentations on their fund, the property sector […]

QuotedData’s Real Estate Roundup – July 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments  Performance data June’s biggest movers in price terms are shown in the chart below. Uncertainty caused by the covid-19 pandemic continued to weigh on property stocks in June and we had the first real casualty in Intu Properties, which collapsed into administration. A number of companies […]

QuotedData’s Investment Companies Roundup – July 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 Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over June: CQS New City High Yield – […]

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