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12 Aug 2022

Interview with David Smith of Henderson High Income

In this week’s show, James Carthew talked to David Smith of Henderson High Income. 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 watch […]

08 Aug 2022

North American Income Trust – Next generation dividend hero

Next generation dividend hero After a few difficult years, the North American Income Trust (NAIT) has plenty to feel good about in 2022, according to its manager, Fran Radano. It has enjoyed a turnaround in relative performance as its value style of investing has come back in favour. Investors seem to have been rotating away […]

08 Aug 2022

North American Income Trust – Next generation dividend hero

Next generation dividend hero After a few difficult years, the North American Income Trust (NAIT) has plenty to feel good about in 2022. It has enjoyed a turnaround in performance as its value style of investing has come back in favour. As we discuss on page 4, investors have been rotating away from growth stocks […]

08 Aug 2022

North American Income Trust – Next generation dividend hero

Next generation dividend hero After a few difficult years, the North American Income Trust (NAIT) has plenty to feel good about in 2022. It has enjoyed a turnaround in performance as its value style of investing has come back in favour. Investors have been rotating away from growth stocks on the back of inflation fears. […]

04 Aug 2022

QuotedData’s Economic Roundup – August 2022

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 […]

04 Aug 2022

QuotedData’s Investment Companies Roundup – August 2022

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Fears of a recession taking hold later this year have strengthened, while two 0.75% US interest rate rises in quick succession, and a higher-than-expected increase in European interest rates, appear to have convinced investors that inflation will eventually be tamed. After months of […]

04 Aug 2022

QuotedData’s Real Estate Roundup – August 2022

Real Estate Roundup Kindly sponsored by abrdn Performance data July’s biggest movers in price terms are shown in the charts below. Many of the logistics and office focused companies that have suffered in the past few months saw somewhat of a recovery in July, as the substantial discounts that their share prices trade at relative […]

29 Jul 2022

Interview with Stuart Widdowson from Odyssean Investment Trust

In this week’s show, James Carthew talked to Stuart Widdowson of Odyssean Investment Trust. 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 watch […]

22 Jul 2022

Interview With Philip Kent of GCP Infrastructure

In this week’s show, James Carthew talked to Philip Kent of GCP Infrastructure Investments Ltd. 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 […]

19 Jul 2022

GCP Infrastructure – Improving outlook and room to grow

Improving outlook and room to grow GCP Infrastructure Investments Limited (GCP) recently published its half-yearly report covering the six months ended 31 March 2022. It was a period that saw GCP’s NAV hit a new high, and the end June NAV is higher still. Record electricity prices and stronger than forecast inflation contributed to this, […]

19 Jul 2022

GCP Infrastructure – Improving outlook and room to grow

Improving outlook and room to grow GCP Infrastructure Investments Limited (GCP) recently published its half-yearly report covering the six months ended 31 March 2022. It was a period that saw GCP’s net asset value (NAV) hit a new high, and the end June NAV is higher still. Record electricity prices and stronger than forecast inflation […]

19 Jul 2022

GCP Infrastructure – Improving outlook and room to grow

Improving outlook and room to grow GCP Infrastructure Investments Limited (GCP) recently published its half-yearly report covering the six months ended 31 March 2022. It was a period that saw GCP’s NAV hit a new high, and the end June NAV is higher still. Record electricity prices and stronger than forecast inflation contributed to this, […]

15 Jul 2022

Interview with Jennifer Mernagh of Aberdeen Diversified Income and Growth Trust

In this week’s show, Matthew Read talked to Jennifer Mernagh of Aberdeen Diversified Income and Growth Trust. 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 […]

15 Jul 2022

QuotedData’s Real Estate Quarterly Review – Second Quarter 2022

Real Estate Quarterly Review Kindly sponsored by abrdn Storm clouds gather Fears that a perfect storm is brewing has weighed on the real estate sector. Central banks’ move to raise interest rates to curb spiralling inflation has stoked concerns that investors will turn away from real estate to less risky alternatives, such as bonds. Meanwhile […]

15 Jul 2022

QuotedData’s Investment Companies Quarterly Review – Second Quarter 2022

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments It was very much ‘more of the same’ during the second quarter of 2022 as the conflict in Ukraine continued, rising inflation and interest rates created volatility and supply chain woes didn’t seem to ease. Towards the end of the quarter, previously strong-performing […]

08 Jul 2022

Interview with David Conlon and Joanne Fisk of GCP Asset Backed Income

In this week’s show, Jayna Rana talked to David Conlon and Joanne Fisk of GCP Asset Backed Income. 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 […]

07 Jul 2022

QuotedData’s Economic Roundup – July 2022

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 […]

07 Jul 2022

QuotedData’s Investment Companies Roundup – July 2022

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Economies around the world are still very much engulfed in rising inflation fears, supply chain woes and the ongoing conflict in Ukraine but fortunes appear to have hit a turning point halfway through the year for certain sectors. China/Greater China was the best […]

07 Jul 2022
05 Jul 2022

JPMorgan Japanese Investment Trust – Unjustified selloff creates opportunities

Unjustified selloff creates opportunities JPMorgan Japanese Investment Trust (JFJ) has given back much of its recent outperformance. The managers select companies that they believe are high-quality and offer good growth prospects for JFJ’s portfolio. They say that these types of companies have experienced a sharp and unjustified selloff. They note that the selloff mimics those […]

05 Jul 2022

JPMorgan Japanese Investment Trust – Unjustified selloff creates opportunities

Unjustified selloff creates opportunities A sharp selloff in the types of high-quality, growing companies favoured by JPMorgan Japanese Investment Trust (JFJ) has meant that the trust has given back much of its recent outperformance. The selloff mimics those of other countries such as the US and UK, but Japan is not afflicted by the high […]

05 Jul 2022

JPMorgan Japanese Investment Trust – Unjustified selloff creates opportunities

Unjustified selloff creates opportunities A sharp selloff in the share prices of the types of high-quality, growing companies favoured by JPMorgan Japanese Investment Trust (JFJ) has meant that the trust has given back much of its recent outperformance. The selloff mimics those of other countries such as the US and UK, but Japan is not […]

04 Jul 2022

Grit Real Estate Income Group – Transition underway

Transition underway African property company Grit Real Estate Income Group (Grit) has cleared a path for increased dividend distributions and net asset value (NAV) growth following a decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring its loan to value (LTV – […]

04 Jul 2022

Grit Real Estate Income Group – Transition underway

Transition underway African property company Grit Real Estate Income Group (Grit) believes that it has cleared a path for increased dividend distributions and NAV growth following a potentially decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring down its loan to value […]

04 Jul 2022

Grit Real Estate Income Group – Transition underway

Transition underway African property company Grit Real Estate Income Group (Grit) has cleared a path for increased dividend distributions and NAV growth following a decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring its loan to value (LTV) under control and to […]

04 Jul 2022

Montanaro UK Smaller Companies – Selloff provides opportunities

Selloff provides opportunities Shares in the good-quality growing businesses favoured by Montanaro UK Smaller Companies (MTU) have experienced a sharp selloff since the beginning of 2022, when interest rates began to rise in response to rampant inflation. Manager Charles Montanaro is focused on picking stocks for the long term rather than trying to second-guess macroeconomic […]

04 Jul 2022

Montanaro UK Smaller Companies – Selloff provides opportunities

Selloff provides opportunities Shares in the good-quality growing businesses favoured by Montanaro UK Smaller Companies (MTU) have experienced a sharp selloff since the beginning of 2022, when interest rates began to rise in response to rampant inflation. Manager Charles Montanaro is focused on picking stocks for the long term rather than trying to second-guess macroeconomic […]

04 Jul 2022

Montanaro UK Smaller Companies – Selloff provides opportunities

Selloff provides opportunities Shares in the good-quality growing businesses that Montanaro UK Smaller Companies (MTU) seeks to buy appear to have experienced a sharp selloff since the beginning of 2022, when interest rates began to rise in response to rampant inflation. Manager Charles Montanaro says he is focused on picking stocks for the long term […]

01 Jul 2022

Interview with Andrew Beal of Schroder BSC Social Impact

In this week’s show, James Carthew talked to Andrew Beal of Schroder BSC Social Impact. 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 […]

24 Jun 2022

Interview with Pedro Gonzalez de Cosio from BioPharma Credit

In this week’s show, James Carthew talked to Pedro Gonzalez de Cosio, manager of BioPharma Credit. 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 […]

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