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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 […]

17 Jun 2022

Downing Renewables and Infrastructure Trust targets £50m fundraise

Downing Renewables & Infrastructure Trust (DORE) is aiming to raise £50m through an issue of up to 45,669,495 new ordinary shares at 111p per share, and to establish a 12-month share issuance programme to issue up to 250m ordinary shares (less the number issued under this initial issue). Shareholders need to approve these plans. The […]

17 Jun 2022

Downing Renewables and Infrastructure Trust targets £50m fundraise

Downing Renewables & Infrastructure Trust (DORE) is aiming to raise £50m through an issue of up to 45,669,495 new ordinary shares at 111p per share, and to establish a 12-month share issuance programme to issue up to 250m ordinary shares (less the number issued under this initial issue). Shareholders need to approve these plans. The […]

17 Jun 2022

Interview with Laura Elkin from AEW UK REIT

In this week’s show, Richard Williams talked to Laura Elkin from AEW UK REIT. 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 […]

10 Jun 2022

Interview with Craig Martin of Vietnam Holding

In this week’s show, James Carthew talked to Craig Martin of Vietnam Holding. 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 […]

10 Jun 2022

QuotedData’s Real Estate Roundup – June 2022

Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. A perpetual theme in the listed property sector over the last few years has been the persistent discount to net asset value that many companies’ share prices have traded on. Some have succumbed to […]

10 Jun 2022

QuotedData’s Economic Roundup – June 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 […]

10 Jun 2022

QuotedData’s Investment Companies Roundup – June 2022

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Any hopes for a more positive 2022 were shattered by the ongoing conflict in Ukraine. Economies are feeling inflationary pressures not seen in decades, commodity prices are rising and there is supply-chain disruption. The best performing sector for May was property – UK […]

07 Jun 2022

abrdn New Dawn – Over the trough?

Over the trough? It has been another tough six months for abrdn New Dawn (ABD) as the Asia Pacific region has had to face new challenges from the Russo-Ukrainian conflict to China’s deadliest COVID-19 wave yet (heightened by Xi Jinping’s zero-COVID policy). This has only exacerbated headwinds already in place such as rising inflation. Manager […]

07 Jun 2022

abrdn New Dawn – Over the trough?

Over the trough? It has been another tough six months for abrdn New Dawn (ABD) as the Asia Pacific region has had to face new challenges from the Russo-Ukrainian conflict to China’s deadliest COVID-19 wave yet (the economic impacts of which have been made worse by Xi Jinping’s zero-COVID policy). This has only exacerbated headwinds […]

07 Jun 2022

abrdn New Dawn – Over the trough?

Over the trough? It has been another tough six months for abrdn New Dawn (ABD) as the Asia Pacific region has had to face new challenges from the Russo-Ukrainian conflict to what appears to be China’s deadliest COVID-19 wave yet (which has reportedly been heightened by Xi Jinping’s zero-COVID policy and a refusal, so far, […]

27 May 2022

Interview with Paul Bridge of Civitas Social Housing

In this week’s show, Richard Williams talked to Paul Bridge of Civitas Social Housing. 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 […]

27 May 2022

Civitas Social Housing – Fundamentals remain strong

Fundamentals remain strong Civitas Social Housing’s (CSH’s) discount to net asset value (NAV) has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made […]

27 May 2022

Civitas Social Housing – Fundamentals remain strong

Fundamentals remain strong Civitas Social Housing’s (CSH’s) discount has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made by the short seller, regulatory […]

27 May 2022

Civitas Social Housing – ‘Fundamentals remain strong’

‘Fundamentals remain strong’ Civitas Social Housing’s (CSH’s) discount has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made by the short seller, regulatory […]

24 May 2022

Downing Renewables and Infrastructure Trust – Proving its mettle

Proving its mettle With a solid first set of results published, revenue and dividends running ahead of IPO forecasts, a diverse and differentiated portfolio of attractive renewable energy assets, and a growing NAV supported by accretive investments, Downing Renewables and Infrastructure (DORE) is attracting the support of new investors. On 11 May 2022, the trust […]

24 May 2022

Downing Renewables and Infrastructure Trust – Proving its mettle

Proving its mettle With a solid first set of results published, revenue and dividends running ahead of IPO forecasts, a diverse and differentiated portfolio of attractive renewable energy assets, and a growing NAV supported by investments that are helping to build NAV and profits, Downing Renewables and Infrastructure (DORE) is attracting the support of new […]

24 May 2022

Downing Renewables and Infrastructure Trust – Proving its mettle

Proving its mettle With its first set of results published, revenue and dividends running ahead of IPO forecasts, a diverse and differentiated portfolio of attractive renewable energy assets, and a growing NAV supported by accretive investments, Downing Renewables and Infrastructure (DORE) appears to be attracting the support of new investors. On 11 May 2022, the […]

20 May 2022

AVI Global Trust – Bargain hunting

Bargain hunting After a strong run of both absolute and relative performance (see page 16), AVI Global Trust (AGT) faces twin headwinds of widening discounts within its underlying portfolio – as holdings’ share prices move further below their underlying net asset value – and a widening discount on its own shares. The manager has been […]

20 May 2022

AVI Global Trust – Bargain hunting

Bargain hunting After a strong run of both absolute and relative performance, AVI Global Trust (AGT) faces twin headwinds of widening discounts within its underlying portfolio and a widening discount on its own shares. The manager has been cautious on markets, eliminating the trust’s gearing at the end of 2021. That gives it firepower to […]

20 May 2022

Interview with James Thom of Aberdeen New Dawn

In this week’s show, James Carthew talked to James Thom of Aberdeen New Dawn. 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 […]

20 May 2022

AVI Global Trust – Bargain hunting

Bargain hunting After a strong run of both absolute and relative performance, AVI Global Trust (AGT) faces twin headwinds of widening discounts within its underlying portfolio and a widening discount on its own shares. The manager has been cautious on markets, eliminating the trust’s gearing at the end of 2021. That gives it the firepower […]

19 May 2022

Standard Life Investments Property Income Trust – Resilient income in uncertain times

Resilient income in uncertain times Standard Life Investments Property Income Trust’s (SLI’s) portfolio has delivered a NAV total return of 30.7% in the year to the end of March 2022. Much of the returns could be put down to its manager pivoting to the industrial and logistics sector many years ago (it now makes up […]

19 May 2022

Standard Life Investments Property Income Trust – Resilient income in uncertain times

Resilient income in uncertain times Standard Life Investments Property Income Trust’s (SLI’s) portfolio has performed strongly over the past year, posting a NAV total return of 30.7%. It is reaping the rewards of its manager pivoting to the industrial and logistics sector many years ago (it now makes up 55% of the portfolio). This has […]

19 May 2022

Standard Life Investments Property Income Trust – Resilient income in uncertain times

Resilient income in uncertain times Standard Life Investments Property Income Trust’s (SLI’s) portfolio has performed strongly over the past year, posting a net asset value (NAV) total return of 30.7%. It is reaping the rewards of its manager pivoting the portfolio’s focus onto the well-performing industrial and logistics sector many years ago (it now makes […]

17 May 2022

CQS New City High Yield – Interest rate rises maybe too little, too late

Interest rate rises maybe too little, too late Ian Francis, the manager of CQS New City High Yield Fund (NCYF), has observed the marked shifts in central banks’ policy towards raising interest rates this year. He feels that, while recent rises are a move in the right direction, central banks’ caution – driven by concerns […]

17 May 2022

CQS New City High Yield – Interest rate rises maybe too little, too late

Interest rate rises maybe too little, too late Ian Francis, the manager of CQS New City High Yield Fund (NCYF), has observed the marked shifts in central banks’ policy towards raising interest rates this year. He feels that, while recent rises are a move in the right direction, central banks’ caution – driven by concerns […]

17 May 2022

CQS New City High Yield – Interest rate rises maybe too little, too late

Interest rate rises maybe too little, too late Ian Francis, the manager of CQS New City High Yield Fund (NCYF), has observed the marked shifts in central banks’ policy towards raising interest rates this year. He feels that, while recent rises are a move in the right direction, central banks’ caution – driven by concerns […]

13 May 2022

Interview with Richard Sem of Pantheon Infrastructure

In this week’s show, James Carthew talked to Richard Sem of Pantheon Infrastructure. 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 […]

10 May 2022

Polar Capital Technology – Eyes on the prize

Eyes on the prize Heightened downside risk and disappointing earnings updates have seen the technology sector give back some of its considerable long-term outperformance of the wider market. As investors retreated to the sector titans (stocks such as Microsoft and Apple), Polar Capital Technology’s (PCT’s) underweight position in these companies has seen it underperform its […]

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