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QuotedData’s economic roundup – December 2019

Economic & Political Roundup Kindly sponsored by Polar Capital and 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 […]

QuotedData’s investment companies roundup – December 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Income Events  New research  Here is a list of research we published over November: An initiation note on Henderson High Income “We have initiated coverage on Henderson High Income (HHI). Since […]

The North American Income Trust – Macro driven market is creating opportunities

 Macro driven market is creating opportunities Fran Radano, the manager of North American Income Trust (NAIT), comments that the US market has been very macro-driven this year, frequently outweighing company fundamentals. Whilst it can be challenging to trade through such environments, increased market volatility creates opportunities for investors who are able to look through the […]

North American Income Trust – Macro driven market is creating opportunities
The North American Income Trust - Time to grow?

 Macro driven market is creating opportunities Fran Radano, the manager of North American Income Trust (NAIT), comments that the US market has been very highly driven by macroeconomic sentiment this year, with the effects of this frequently outweighing company fundamentals. He notes that, whilst it can be challenging to trade through such environments, increased market […]

Henderson Diversified Income Trust – Soft landing likely…

 Soft landing likely… …but caution is required. The managers of Henderson Diversified Income (HDIV) stuck to their guns in the face of a consensus view of rising interest rates and inflation. This stance, and their focus on high-quality credits, has been rewarded in 2019, as central banks around the world have cut interest rates to […]

Henderson Diversified Income Trust – Soft landing likely…

 Soft landing likely… …but caution is required. The managers of Henderson Diversified Income (HDIV) stuck to their guns in the face of a consensus view of rising rates and inflation. This stance, and their focus on high-quality credits, has been rewarded in 2019, as central banks around the world have cut rates to tackle a […]

Henderson High Income – The trust that delivers

 The trust that delivers Henderson High Income Trust (HHI) launched in November 1989, with an objective of generating a high income from a portfolio consisting primarily of UK equities complemented by a modest weighting in fixed interest investments to enhance income. Investors might have been forgiven for thinking that the second half of the objective, […]

Henderson High Income – The trust that delivers

 The trust that delivers Henderson High Income Trust (HHI) launched in November 1989, with an objective of generating a high income from a portfolio consisting primarily of UK equities complemented by a modest weighting in fixed interest investments that have been used to enhance income. Investors might have been forgiven for thinking that the second […]

Geiger Counter – Supply deficit unsustainable
Geiger Counter Limited GCL Nuclear Reactor Nuclear Exposure

 Supply deficit unsustainable 2018 saw a strong recovery in the uranium price. This has stalled this year, but with the uranium market now in supply deficit, Geiger Counter’s (GCL’s) managers see the potential for a resurgence in the price as more reactors come online (particularly in China and India), while major producers hold off from […]

Geiger Counter – Supply deficit unsustainable
Geiger Counter Limited GCL Nuclear Reactor Nuclear Exposure

 Supply deficit unsustainable 2018 saw a strong recovery in the uranium price. This has stalled this year, but with the uranium market now seeing more demand than supply, Geiger Counter’s (GCL’s) managers see the potential for a resurgence in the uranium price, as more nuclear reactors come online (particularly in China and India), while major […]

Aberdeen Frontier Markets – Significant latent value?

 Significant latent value? Aberdeen Frontier Markets (AFMC)’s manager has been re-positioning the portfolio by reducing exposure to Sub-Saharan Africa, adding companies in new markets and re-introducing the momentum factor. There is a now a greater tilt to the Asia Pacific region, where Vietnam accounts for over a quarter of the portfolio. AFMC holds a concentrated […]

Aberdeen Frontier Markets – Significant latent value?

 Significant latent value? Aberdeen Frontier Markets (AFMC)’s manager has been re-positioning the portfolio by reducing exposure to Sub-Saharan Africa, adding companies in new markets and looking to capture more of the momentum in markets. There is a now a greater tilt to the Asia Pacific region, where Vietnam accounts for over a quarter of the […]

QuotedData’s Real Estate Roundup – November 2019

Real Estate Roundup  Performance data October’s biggest movers in price terms are shown in the chart below. For the second month running, Capital & Regional topped the list for share price growth: up 30.5% in the month – admittedly off a low base. The shopping centre landlord’s shares continued to rise after it agreed a […]

QuotedData’s economic roundup – November 2019

Economic & Political Roundup

QuotedData’s investment companies roundup – November 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over October, we published notes on Pacific Horizon, Seneca Global Income & Growth, Premier Global Infrastructure, Polar Capital Global Financials, Ecofin Global Utilities and Infrastructure, Aberdeen Standard European Logistics Income and Herald. Additionally, as part of our enhanced coverage of the property sector, we launched […]

Pacific Horizon – 2018 re-calibration paying off

 2018 re-calibration paying off Moves by Pacific Horizon’s (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering its allocation to technology stocks, and excellent returns to-date from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Following a poor […]

Pacific Horizon – 2018 re-calibration paying off

 2018 re-calibration paying off Moves by Pacific Horizon’s (PHI) manager Ewan Markson-Brown to re-position the portfolio by lowering the allocation to technology, and excellent returns to-date from stock picks made in 2018, are paying off. PHI is the best-performing Asia Pacific fund in net asset value (NAV) terms over the year-to-date. Coming off a poor […]

Seneca Global Income & Growth – Pausing on equity reductions

 Pausing on equity reductions Over the last couple of years, Seneca Investment Managers (Seneca IM), the manager of Seneca Global Income & Growth Trust (SIGT), has been reducing the trust’s equity weighting, in advance of a global recession that it now expects in 2021. Consistent with this view, the manager has increased SIGT’s weighting to […]

Seneca Global Income and Growth – Pausing on equity reductions

 Pausing on equity reductions Over the last couple of years, Seneca Investment Managers (Seneca IM), the manager of Seneca Global Income & Growth Trust (SIGT), has been reducing the trust’s equity weighting, in advance of a global recession that it now expects in 2021. Consistent with this view, the manager has increased SIGT’s weighting to […]

Premier Global Infrastructure Trust – Strong income growth
Premier Global Infrastructure suffers tough 2018; struggles against benchmark

 Strong income growth Aided by the significant gearing provided by its ZDP shares, Premier Global Infrastructure Trust’s (PGIT’s) ordinary shares have provided an NAV total return of 34.4% during the last 12 months. The returns have been achieved despite PGIT having a significant allocation to Asia, and particularly China, which has faced a headwind from […]

Premier Global Infrastructure Trust – Strong income growth
Premier Global Infrastructure suffers tough 2018; struggles against benchmark

 Strong income growth Premier Global Infrastructure Trust’s (PGIT’s) ordinary shares have provided an NAV total return of 34.4% during the last 12 months, boosted by the trust’s split capital structure (see page 13). The returns have been achieved despite PGIT having a significant allocation to Asia, and particularly China, which has faced a headwind from […]

Polar Capital Global Financials Trust – Banks too cheap to ignore
Banks too cheap to ignore

 Banks too cheap to ignore US rate cuts and a slowing global economy have overshadowed the financials sector and banks in particular so far this year. With banks trading close to multi-year lows, Polar Capital Global Financial (PCFT)’s managers have been adding to positions in their favoured stocks. The managers believe that banks boast far […]

Polar Capital Global Financials Trust – Banks too cheap to ignore?
Banks too cheap to ignore

 Banks too cheap to ignore? US interest rate cuts and a slowing global economy have overshadowed the financials sector and banks in particular so far this year. With banks trading close to multi-year lows, Polar Capital Global Financial (PCFT)’s managers have been adding to positions in their favoured stocks. The managers believe that banks boast […]

Ecofin Global Utilities and Infrastructure Trust – compelling three-year track record
Ecofin Global Utilities and Infrastructure Trust - Compelling three-year track record

 Compelling three-year track record Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its third birthday, and it has much to celebrate. Since launch, the trust has built a compelling track record (NAV and share price total returns of 44.9% and 50.8% respectively) while outperforming a range of comparable indices, including MSCI World Utilities, […]

Ecofin Global Utilities and Infrastructure Trust – Compelling three-year track record
Ecofin Global Utilities and Infrastructure Trust - Compelling three-year track record

 Compelling three-year track record Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its third birthday, and it has much to celebrate. Since launch, the trust has built a compelling track record (NAV and share price total returns of 44.9% and 50.8% respectively) outperforming the MSCI World Utilities, S&P Global Infrastructure, MSCI World and […]

Investment companies quarterly roundup – Third quarter 2019

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford  New research Over the third quarter, we published notes on India Capital Growth, Jupiter Emerging & Frontier Income, Montanaro European Smaller Companies, JLEN Environmental Assets, Civitas Social Housing, JPMorgan Russian Securities, International Biotechnology Trust, Aberdeen Emerging Markets, Seneca Global Income & Growth, Standard Life Investments Property Income […]

Retail property market – ready for a renaissance?

 Ready for a renaissance? There have been few structural shifts in the property sector as profound as the one currently taking place in retail. Consumer spending patterns have drastically changed over the past five years, with online sales now accounting for 19.7% of all retail spend in the UK (August 2019, source: ONS), compared to […]

Retail property market – ready for a renaissance?

 Retail ready for a renaissance? There have been few structural shifts in the property sector as profound as the one currently taking place in retail. Consumer spending patterns have drastically changed over the past five years, with online sales now accounting for 19.7% of all retail spend in the UK (August 2019, source: ONS), compared […]

Aberdeen Standard European Logistics Income – On the crest of a wave

 On the crest of a wave Aberdeen Standard European Logistics Income (ASLI) has assembled a property portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand […]

Aberdeen Standard European Logistics Income – On the crest of a wave

 On the crest of a wave Aberdeen Standard European Logistics Income (ASLI) has assembled a portfolio that is primed to cash in on the fundamental shift in consumer spending to online retail. The European logistics market is set to follow in the footsteps of the UK market, which has witnessed a surge in demand from […]

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