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CQS Natural Resources Growth and Income – Strong recovery potential?
CQS natural resources CYN

CQS Natural Resources Growth and Income’s (CYN’s) managers believe the mining sector is only in the early stages of a recovery; real demand for commodities is on an upwards trend; and a reduction in capex has seen capacity removed from the market. If they are correct, all of these should be supportive of higher commodity […]

CQS Natural Resources Growth and Income – Strong recovery potential?
CQS natural resources CYN

CQS Natural Resources Growth and Income’s (CYN’s) managers believe the mining sector is only in the early stages of a recovery; real demand for commodities is on an upwards trend; and a reduction in capex has seen capacity removed from the market. If they are correct, all of these should be supportive of higher commodity […]

QuotedData’s investment companies roundup – June 2019

Investment Companies Roundup  New research Over May, we published notes on Shires Income, Standard Life Private Equity and The North American Income Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – it was notable that risk appetite was down in May as renewed […]

QuotedData’s economic roundup – June 2019

Economic & Political Roundup 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 any of the […]

Shires Income – Growing again

In recent months, Shires Income Trust (SHRS) has been expanding for the first time since 2012. SHRS can boast both an attractive yield and outperformance of both its benchmark and the average of competing listed UK equity income funds (see Figure 15 on page 7, which shows SHRS outperforming over every time period). This appears […]

Shires Income – Growing again

In recent months, Shires Income Trust (SHRS) has been expanding for the first time since 2012. A combination of an attractive yield and outperformance of both its benchmark and the average of its peer group (see Figure 15 on page 7, which shows SHRS outperforming over every time period) appear to be winning new fans […]

Standard Life Private Equity Trust – Now with co-investments

Standard Life Private Equity Trust (SLPE), has made its first co-investment – a stake in Mademoiselle Desserts, made alongside IK Investment Partners – with more set to follow (up to 20% of NAV over time). Shareholders approved a change to SLPE’s investment policy in January to permit it to make co-investments. These are direct investments […]

Standard Life Private Equity Trust – Now with co-investments

Standard Life Private Equity Trust (SLPE), has made its first co-investment in Mademoiselle Desserts, alongside IK Investment Partners – see page 9, with more set to follow (up to 20% of NAV over time). Shareholders approved a change to the investment policy in January to permit co-investments (an area in which the manager has a […]

The North American Income Trust – Time to grow?
The North American Income Trust - Time to grow?

The North American Income Trust (NAIT) has been generating an attractive and increasing dividend (up 9% for the year ended 31 January 2019). It is also generating reasonable capital growth, despite an environment that has been favouring low-yielding, high-growth companies. The manager, Fran Radano, is not unduly concerned about the health of the US economy. […]

The North American Income Trust – Time to grow?
The North American Income Trust - Time to grow?

The North American Income Trust (NAIT) has been generating an attractive and increasing dividend (up 9% for the year ended 31 January 2019). It is also generating reasonable capital growth, despite an environment that has been favouring low-yielding, high-growth companies. The manager, Fran Radano, is not unduly concerned about the health of the US economy. […]

QuotedData’s investment companies roundup – May 2019

Investment Companies Roundup  New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – it was […]

QuotedData’s economic roundup – May 2019
190507 macro

Economic & Political Roundup 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 any of the […]

Polar Capital Global Financials Trust – Don’t fear a slowing economy
Polar Capital Global Financials Trust - Don’t fear a slowing economy

It is 10 years since the worst of the financial crisis, and almost six years since Polar Capital Global Financials Trust (PCFT) was launched to take advantage of low valuations in the financial sector and to offer investors a lower risk way of accessing the sector. Yet financial stocks (banks in particular) have lagged broader […]

Polar Capital Global Financials Trust – Don’t fear a slowing economy
Polar Capital Global Financials Trust - Don’t fear a slowing economy

It is 10 years since the worst of the financial crisis, and almost six years since Polar Capital Global Financials Trust (PCFT) was launched to take advantage of low valuations in the financial sector and to offer investors a lower risk way of accessing the sector. Yet financial stocks (banks in particular) have lagged broader […]

Seneca Global Income & Growth – Holding steady as cycle turns
Seneca Global Income & Growth - On track for zero discount policy Seneca Global Income & Growth - Holding steady as cycle turns SIGT

Seneca Global Income & Growth – Holding steady as cycle turns Seneca Global Income & Growth Trust’s (SIGT’s) manager, Seneca Investment Managers (Seneca IM), has continued to reduce the trust’s equity weighting, in advance of a global recession it expects in late 2020/ early 2021. Consistent with its view, the yield curve has all but […]

Seneca Global Income & Growth – Holding steady as cycle turns
Seneca Global Income & Growth - On track for zero discount policy Seneca Global Income & Growth - Holding steady as cycle turns SIGT

Seneca Global Income & Growth – Holding steady as cycle turns Seneca Global Income & Growth Trust’s (SIGT’s) manager, Seneca Investment Managers (Seneca IM), has continued to reduce the trust’s equity weighting, in advance of a global recession it expects in late 2020/ early 2021. Consistent with its view, the yield curve has all but […]

Jupiter Emerging & Frontier Income – Income objective exceeded
Jupiter Emerging & Frontier Income - Income objective exceeded

Jupiter Emerging & Frontier Income (JEFI) has outperformed the average of competing listed emerging markets funds since launch (see page 14). In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index (the index that JEFI uses as a performance comparator). […]

Jupiter Emerging & Frontier Income – Income objective exceeded
Jupiter Emerging & Frontier Income - Income objective exceeded

Jupiter Emerging & Frontier Income (JEFI) has outperformed its peer group average since launch. In 2018, JEFI’s exposure to smaller and medium-sized companies and frontier markets acted as a drag on performance, relative to the MSCI Emerging Markets Index. With US rate hikes no longer on the table for 2019, investors’ interest in emerging and […]

Quarterly Investment Companies Roundup – First Quarter 2019
Quarterly Investment Companies Roundup – First Quarter 2019

Quarterly Investment Companies Roundup – First Quarter 2019  QuotedData news Through the first quarter of 2019, global equities largely clawed back the losses suffered over the final weeks of 2018. How much longer this ten-year bull market can sustain itself is the subject of much debate. US interest rate rises have stalled, reflecting growing cautiousness. Elsewhere, […]

Ecofin Global Utilities and Infrastructure Trust – Unrecognised outperformance
Ecofin Global Utilities and Infrastructure Trust - Unrecognised outperformance

Year-to-date, Ecofin Global Utilities and Infrastructure Trust (EGL)’s manager, Jean-Hugues de Lamaze, has successfully avoided the fall-out from the bankruptcy of Californian utility PG&E, and the trust’s NAV performance has been very strong (a total return of 10.9% to the end of March 2019), outperforming both the MSCI World Utilities and S&P Global Infrastructure Indices. Given this, […]

Ecofin Global Utilities and Infrastructure Trust – Unrecognised outperformance
Ecofin Global Utilities and Infrastructure Trust - Unrecognised outperformance

 Ecofin Global Utilities and Infrastructure Trust – Unrecognised outperformance Year-to-date, Ecofin Global Utilities and Infrastructure Trust (EGL)’s manager, Jean-Hugues de Lamaze, has avoided the fall-out from the bankruptcy of Californian utility Pacific Gas & Electric (see page 4), and the trust’s NAV performance has been strong (a total return of 10.9% to the end of March 2019), […]

QuotedData’s economic roundup – April 2019

Kindly sponsored by Polar Capital Economic & Political Roundup 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 […]

QuotedData’s investment companies roundup – April 2019
QuotedData’s investment companies roundup – April 2019

QuotedData’s investment companies roundup – April 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2019. Kindly sponsored by Baillie Gifford. JPMorgan Indian, India Capital Growth, Aberdeen New India and Ashoka India Equity Investment […]

Henderson Diversified Income Trust – Death rattle for bull market
Henderson Diversified Income Trust - Death rattle for bull market

Henderson Diversified Income Trust – Death rattle for bull market After a serious wobble in the last few months of 2018, the resurgence in markets that we have seen in 2019 may be the death-rattle of what is now a 10-year bull market. The managers of Henderson Diversified Income (HDIV) have been warning that markets […]

Henderson Diversified Income Trust – Death rattle for bull market
Henderson Diversified Income Trust - Death rattle for bull market

Henderson Diversified Income Trust – Death rattle for bull market After a serious wobble in the last few months of 2018, the resurgence in markets that we have seen in 2019 may be the death-rattle of what is now a 10-year bull market. The managers of Henderson Diversified Income (HDIV) have been warning that markets […]

Premier Global Infrastructure Trust – Quick out of the blocks in 2019
Premier Global Infrastructure Trust - Quick out of the blocks in 2019

With a cloud hanging over emerging markets, and adverse sentiment overriding strong micro-economic fundamentals, Premier Global Infrastructure Trust (PGIT) had a testing 2018. However, in the first two months of 2019 it has made an excellent start. Aided by its geared capital structure, PGIT has returned 20.6% in NAV total return terms, closely matched by its […]

Premier Global Infrastructure Trust – Quick out of the blocks in 2019
Premier Global Infrastructure Trust - Quick out of the blocks in 2019

With a cloud hanging over emerging markets, and adverse sentiment overriding strong micro-economic fundamentals, Premier Global Infrastructure Trust (PGIT) had a testing 2018. However, it has made an excellent start in 2019. In the first two months of the year, aided by the gearing provided by its zero dividend preference shares, PGIT has made 20.6% […]

QuotedData’s economic roundup – March 2019
QuotedData’s economic roundup – March 2019

QuotedData’s economic roundup – March 2019 is 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 […]

QuotedData’s investment companies roundup – March 2019
QuotedData’s investment companies roundup – March 2019

QuotedData’s investment companies roundup – March 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2019. Kindly sponsored by Baillie Gifford. JPMorgan Chinese, Fidelity China and Pacific Horizon benefited from a booming Chinese market in […]

Sareum Holdings – Key ‘737 data coming up
Sareum Holdings - TYKing the boxes

Sareum’s investment case stands on two pillars: the development by licensee Sierra Oncology of the Chk1 inhibitor, SRA737; and the development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer. This year should see the first clinical data on SRA737, as well as further data from preclinical studies, that may support a […]

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