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Polar Capital Global Financials Trust – Avoiding mishap

Polar Capital Global Financials Trust Investment companies | Update | 7 June 2023 Avoiding mishap After years of squeezed margins thanks to ultra-low interest rates, banks’ profitability is increasing (in part, as the spread between the interest rates that they pay on deposits and the rates that they charge borrowers widens). However, higher rates have […]

02 Jun 2023

Interview with Iain McCombie from Baillie Gifford UK Growth

In this week’s show, James Carthew spoke to Iain McCombie from Baillie Gifford UK Growth. 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 on as@quoteddata.com. Additionally, if you […]

26 May 2023

Interview with Andy Ho & Khanh Vu from VinaCapital Vietnam Opportunity Fund

In this week’s show, James Carthew spoke to Andy Ho & Khanh Vu from VinaCapital Vietnam Opportunity Fund. 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 on as@quoteddata.com. […]

19 May 2023

Interview with Michael Anderson from Aquila European Renewables

In this week’s show, James Carthew spoke to Michael Anderson from Aquila Capital European Renewables. 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 on as@quoteddata.com. Additionally, if you […]

17 May 2023

Urban Logistics REIT – ‘Fundamentals strong’ as values stabilise

Urban Logistics REIT REITs | Update | 17 May 2023 ‘Fundamentals strong’ as values stabilise The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]

17 May 2023

Urban Logistics REIT – Fundamentals strong as market stabilises

Urban Logistics REIT REITs | Update | 17 May 2023 Fundamentals strong as market stabilises The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]

17 May 2023

Urban Logistics REIT – Fundamentals strong as market stabilises

Urban Logistics REIT REITs | Update | 17 May 2023 Fundamentals strong as market stabilises The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]

16 May 2023

QuotedData’s Real Estate Monthly Roundup – May 2023

Real Estate Roundup Kindly sponsored by abrdn Performance data April’s biggest movers in price terms are shown in the charts below. Property stocks returned to positive territory in April after months of losses due to the impact of higher interest rates on valuations. The first signs of values stabilising are starting to feed through with […]

16 May 2023

QuotedData’s Economic and Political Monthly Roundup May 2023

Economic and Political Monthly Roundup Investment companies | Monthly | May 2023 Much has been said about peak inflation and the possibility of easier monetary policy going forward, however the latest data showed prices accelerating in the Eurozone for the first time in seven months while the UK remains a complete basket case with inflation […]

16 May 2023

QuotedData’s Investment Companies Roundup – May 2023

May 2023 Monthly roundup  |  Investment companies Kindly sponsored by abrdn  Winners and losers in April 2023 Property stocks returned to positive territory in April after months of losses. The sector was boosted by slowly improving consumer confidence which rose to its highest level in a year and signs of increasing stability in debt markets […]

16 May 2023

Edinburgh Worldwide – The output of innovation is alive and well

Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 “The output of innovation is alive and well” At a time when interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous […]

16 May 2023

Edinburgh Worldwide – The output of innovation is alive and well

Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 The output of innovation is alive and well As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance. The trust […]

16 May 2023

Edinburgh Worldwide – The output of innovation is alive and well

Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 The output of innovation is alive and well As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance (see page […]

12 May 2023

Interview with Kamal Warraich from Canaccord Genuity Wealth Management

In this week’s show, James Carthew spoke to Kamal Warraich from Canaccord Genuity Wealth Management. 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 on as@quoteddata.com. Additionally, if you […]

05 May 2023

Interview with Nicholas Weindling from JPMorgan Japanese Investment Trust

In this week’s show, James Carthew spoke to Nicholas Weindling from JPMorgan Japanese 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 on as@quoteddata.com. Additionally, if you […]

03 May 2023

HydrogenOne Capital Growth – Funding a green revolution

HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green hydrogen fund available on the London listed market. It offers diverse exposure to nine exciting private hydrogen investments and a hydrogen production facility that is being developed in Germany. Spurred […]

03 May 2023

HydrogenOne Capital Growth – Funding a green revolution

HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green hydrogen fund available on the London listed market. It offers diverse exposure to nine private hydrogen investments and a hydrogen production facility that is being developed in Germany. Spurred on […]

03 May 2023

HydrogenOne Capital Growth – Funding a green revolution

HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green (renewables-powered, no carbon dioxide produced) hydrogen fund available on the London listed market. It offers diverse exposure to nine exciting private hydrogen investments and a hydrogen production facility that is […]

02 May 2023

JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile markets

JPMorgan Multi-Asset Growth & Income Investment companies | Annual overview | 2 May 2023 Caution in the face of volatile markets In a world of volatile equity markets and uncertain futures, MATE offers investors a refreshingly straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an […]

02 May 2023

JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile markets

JPMorgan Multi-Asset Growth & Income Investment companies | Annual overview | 2 May 2023 Caution in the face of volatile markets In a world of volatile equity markets and uncertain futures, MATE offers investors a straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an inflation-linked […]

02 May 2023

JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile markets

JPMorgan Multi-Asset Growth & Income Investment companies | Annual overview | 2 May 2023 Caution in the face of volatile markets In a world of volatile equity markets and uncertain futures, MATE offers investors a refreshingly straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an […]

28 Apr 2023

Interview with Craig Baker from Alliance Trust

In this week’s show, James Carthew spoke to Craig Baker from Alliance 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 on as@quoteddata.com. Additionally, if you would prefer […]

25 Apr 2023

QuotedData’s Real Estate Quarterly Review – First Quarter 2023

Real estate quarterly report Kindly sponsored by abrdn Headwinds mount up The headwinds facing commercial real estate continued to mount up in the first quarter of 2023, reflected in an 8.9% average share price fall across the sector. Already reeling from the impact of higher interest rates on valuations, the collapse of Silicon Valley Bank […]

25 Apr 2023

QuotedData’s Investment Companies Quarterly Review – First Quarter 2023

First quarter of 2023 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Into the unknown The first quarter of 2023 serves as a good reminder that things are never quite as predictable or certain as the consensus may lead you to believe. Having seemingly come around to the prospect of ‘higher […]

21 Apr 2023

Interview with Jean Roche from Schroder UK Mid Cap Fund

In this week’s show, James Carthew spoke to Jean Roche from Schroder UK Mid Cap Fund. 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 on as@quoteddata.com. Additionally, if […]

18 Apr 2023

Rights and Issues Investment Trust – Under new management, same high conviction approach

Rights and Issues Investment Trust Investment companies | Initiation | 18 April 2023 Under new management, same high conviction approach Following the retirement of Simon Knott, who managed Rights and Issues (RIII) for 39 years, RIII’s portfolio is now the responsibility of Dan Nickols and Matt Cable, part of the UK small and mid-cap team […]

18 Apr 2023

Rights and Issues Investment Trust – Under new management, same high conviction approach

Rights and Issues Investment Trust Investment companies | Initiation | 18 April 2023 Under new management, same high conviction approach Following the retirement of Simon Knott, who managed Rights and Issues (RIII) for 39 years, RIII’s portfolio is now the responsibility of Dan Nickols and Matt Cable, part of the UK small and mid-cap team […]

18 Apr 2023

Rights and Issues Investment Trust – Under new management, same high conviction approach

Rights and Issues Investment Trust Investment companies | Initiation | 18 April 2023 Under new management, same high conviction approach Following the retirement of Simon Knott, who managed Rights and Issues (RIII) for 39 years, RIII’s portfolio is now the responsibility of Dan Nickols and Matt Cable, part of the UK small and mid-cap team […]

17 Apr 2023

Gulf Investment Fund – On the gulf of a new economy

Gulf Investment Fund Investment companies | Update | 17 April 2023 On the gulf of a new economy The team behind the Gulf Investment Fund (GIF) has more than proven its worth as an active manager, having negotiated the turbulent markets of 2022 to deliver truly impressive outperformance of both GIF’s peers and its benchmark. […]

17 Apr 2023

Gulf Investment Fund – On the gulf of a new economy

Gulf Investment Fund Investment companies | Update | 17 April 2023 On the gulf of a new economy The team behind the Gulf Investment Fund (GIF) has more than proven its worth as an active manager, having negotiated the turbulent markets of 2022 to deliver truly impressive outperformance of both GIF’s peers and its benchmark. […]

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