fbpx
Register Log-in Investor Type

Research

Filters
Sectors
Geography
Market Cap
Author

Sign up for our free
equity research notes

Register
1013 Results
Embed
Interview with Claire Shaw of Scottish Mortgage

In this week’s show, James Carthew talked to Claire Shaw of Scottish Mortgage If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to […]

Weiss Korea Opportunity Fund – On the front foot

On the front foot Weiss Korea Opportunities (WKOF)’s returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index. Nevertheless, the board and the manager feel that the […]

Weiss Korea Opportunity Fund – On the front foot

On the front foot Weiss Korea Opportunities (WKOF)’s share price and net asset value (NAV) returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index (the trust’s […]

Weiss Korea Opportunity Fund – On the front foot

On the front foot Weiss Korea Opportunities (WKOF)’s returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index. Nevertheless, the board and the manager feel that the […]

Geiger Counter – Explosive Performance

The uranium mining space has had an incredible year with a flurry of events that suggest nuclear is going to be of long-term importance in a decarbonising world, and that the demand-supply balance for a uranium market that is already in supply deficit may be unsustainable. Geiger Counter (GCL), with its small cap focus, has […]

Geiger Counter – Explosive performance

The uranium mining space has had an incredible year with a flurry of events that have highlighted the long-term importance of nuclear power in a decarbonising world, as well as the unsustainable demand-supply balance for a uranium market that is already in supply deficit. Geiger Counter (GCL), with its small cap focus, has handsomely beaten […]

Geiger Counter – Explosive performance

The uranium mining space has had an incredible year with a flurry of events that have highlighted the long-term importance of nuclear power in a decarbonising world, as well as the unsustainable demand-supply balance for a uranium market that is already in supply deficit. Geiger Counter (GCL), with its small cap focus, has handsomely beaten […]

Interview with Nicholas Yeo of Aberdeen China

In this week’s show, James Carthew talked to Nicholas Yeo of Aberdeen China If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to […]

QuotedData’s Real Estate Quarterly Review – Third Quarter 2021

Real Estate Quarterly Review Kindly sponsored by Aberdeen Standard Investments Rate rise fears dampens bounce back The quarter started with much promise, as activity picked up with the full opening of the economy. This was reflected in the valuation of commercial properties and in turn investor sentiment to the listed real estate sector. However, supply chain […]

QuotedData’s Investment Companies Quarterly Review – Third Quarter 2021

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments False hope? The global recovery continued over the third quarter of 2021 with many countries catching up on their respective vaccination programmes, such as Japan, and others rebuilding their economies after deadly outbreaks as seen in India. The pace of the rebound triggered […]

Standard Life Investments Property Income Trust – Post-COVID ready

Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong ESG credentials. These follow structural trends that have emerged during COVID. In the pursuit of durable income with growth potential, high-yielding investments have made way for newer, quality assets that the […]

Standard Life Investments Property Income Trust – Post-COVID ready

Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in […]

Standard Life Investments Property Income Trust – Post-COVID ready

Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong ESG credentials. These follow structural trends that have emerged during COVID. In the pursuit of durable income with growth potential, high-yielding investments have made way for newer, quality assets that the […]

Downing Renewables & Infrastructure Trust – Webinar Update

Only accessible to investors in the UK, Ireland and the Netherlands. Downing Renewables and Infrastructure Trust (DORE) held a webinar on Monday 11th October 2021 at 10am. On 29th September DORE announced its intention to raise new equity capital by way of a placing to raise up to c£25m. The issue price of 102.50 pence […]

Interview with Steven Tredget of Oakley Capital Investments

In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]

JPMorgan Multi-Asset Growth & Income – New policy bearing fruit

New policy bearing fruit There are many investors looking for a high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. […]

JPMorgan Multi-Asset Growth & Income – New policy bearing fruit

New policy bearing fruit There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. As […]

JPMorgan Multi-Asset Growth & Income – New policy bearing fruit

New policy bearing fruit There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. As […]

QuotedData’s Real Estate Roundup – October 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. With fears that economic growth will be stunted by supply chain issues, September wasn’t a great month for property stocks. However, development and regeneration specialist Harworth saw its share price rise 13.3% […]

QuotedData’s Investment Companies Roundup – October 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The pandemic recovery continued in September with certain countries catching up on their vaccination programmes, such as Japan, which after a few rough months made gains and took two of the top spots for the best performing sectors. Meanwhile, the UK Equity […]

QuotedData’s Economic Roundup – October 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 chairs 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 […]

Interview with Tim Creed from Schroder UK Public Private

In this week’s show, James Carthew talked to Tim Creed of Schroder UK Public Private If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would […]

BlackRock Throgmorton Trust – Confidence rewarded

Confidence rewarded In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded. […]

BlackRock Throgmorton Trust – Confidence rewarded

Confidence rewarded In mid-December 2020, when QuotedData last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated by the strong performance since and the many investors that have embraced the trust over the […]

BlackRock Throgmorton Trust – Confidence rewarded

Confidence rewarded In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded. […]

Interview with Peter Hewitt from BMO Managed Portfolio

In this week’s show, James Carthew talked to Peter Hewitt from BMO Managed Portfolio If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]

Aberdeen Standard European Logistics Income – Handbrake off in growth drive

Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]

Aberdeen Standard European Logistics Income – Handbrake off in growth drive

Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take […]

Aberdeen Standard European Logistics Income – Handbrake off in growth drive

Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]

Interview with Robin Parbrook from Schroder Asia Total Return

In this week’s show, James Carthew talked to Robin Parbrook from Schroder Asia Total Return If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would […]

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…