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Real Estate Research

07 Apr 2020

QuotedData’s Investment Companies Roundup – April 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over March: An update note […]

07 Apr 2020

QuotedData’s Economic Roundup – April 2020

Economic & Political Roundup Kindly sponsored by 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 to buy or sell […]

07 Apr 2020

QuotedData’s Real Estate Roundup – April 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments  Performance data March’s biggest movers in price terms are shown in the chart below. Property stocks took a hammering in March as the covid19 pandemic took hold. The UK was put on lockdown to stop the spread of the coronavirus resulting in the enforced closure of […]

03 Apr 2020

QuotedData’s weekly round up 3 April 2020

James Carthew’s new weekly news roundup show last Friday, 3rd April, covers a wide range of topics including the CLO rules that are cutting off income in the debt – structured finance sector and the dividend suspensions that are hitting some property stocks, in particular. Listen back here This was our first weekly roundup. As […]

10 Mar 2020

QuotedData’s Real Estate Roundup – March 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments  Performance data February’s biggest movers in price terms are shown in the chart below. Property stocks tumbled in February as fears over the spread of Covid-19 spooked financial markets around the world and resulted in the largest sell-off since the 2008 financial crisis. There were just […]

13 Feb 2020

Standard Life Investments Property Income Trust – Adding value in cautious times

 Adding value in cautious times Standard Life Investments Property Income Trust (SLI) has a long-term track record of market-beating returns achieved by investing in a diverse portfolio of commercial property in the UK. Minimal retail holdings and a bias to industrial property have proved beneficial to the fund. However, its active approach to asset management, […]

13 Feb 2020

Standard Life Investments Property Income Trust – Adding value in cautious times

 Adding value in cautious times Standard Life Investments Property Income Trust (SLI) has a long-term track record of market-beating returns arising from a diverse portfolio of commercial property in the UK. Minimal retail holdings and a bias to industrial property have proved beneficial to the fund, but its active approach to asset management in order […]

07 Feb 2020
30 Jan 2020

QuotedData’s Real Estate Annual Review – 2019

 Property’s alternative theory The year was dominated by political and economic uncertainty, with Brexit negotiations casting a shadow over the market and the general election adding a further layer of doubt for much of the year. For a market that is staunchly aligned with political and economic sentiment, listed property companies and REITs performed well, […]

10 Jan 2020
20 Dec 2019

Industrial property market – The gift that keeps on giving

 Industrial property market – the gift that keeps on giving The industrial and logistics sector has been on a tremendous run over the past five years or so. It is hard to think now, given the current dynamics in the property industry, that retail and offices were the sectors of choice for investors for many […]

20 Dec 2019

Industrial property market – The gift that keeps on giving

 Industrial property market – the gift that keeps on giving The industrial and logistics sector has been on a tremendous run over the past five years or so. It is hard to think now, given the current dynamics in the property industry, that retail and offices were the sectors of choice for investors for many […]

10 Dec 2019
06 Dec 2019

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 […]

13 Nov 2019

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 […]

12 Nov 2019
12 Nov 2019

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 […]

15 Oct 2019

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 […]

10 Oct 2019
10 Oct 2019
08 Oct 2019

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 […]

08 Oct 2019

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 […]

07 Oct 2019

QuotedData’s investment companies roundup – October 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September.  In […]

07 Oct 2019

QuotedData’s economic roundup – October 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 […]

02 Oct 2019
18 Sep 2019
12 Sep 2019

Civitas Social Housing – Targeting full dividend cover

 Targeting full dividend cover Civitas Social Housing (CSH) has secured a new £60m debt facility that it will use to buy new properties. This will increase its rental income and move CSH very close to full dividend cover. CSH has the option to extend the new loan by another £40m and is also in advanced […]

12 Sep 2019

Civitas Social Housing – Targeting full dividend cover

 Targeting full dividend cover Civitas Social Housing (CSH) has secured a new £60m debt facility that it will use to buy new properties. This will increase its rental income and move CSH very close to full dividend cover. CSH has the option to extend the loan by another £40m and is also in advanced negotiations […]

07 Aug 2019

QuotedData’s investment companies roundup – August 2019

Investment Companies Roundup  New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – appetite […]

12 Jul 2019

Quarterly investment companies roundup – Second quarter 2019

Quarterly investment companies roundup – Second quarter 2019  QuotedData news Global equities re-found momentum in June after a cautious April and May. How much longer this ten-year bull market can sustain itself continues to be the subject of much debate. The prospect of interest rate cuts in the US has re-invigorated sentiment for the time […]

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