September 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in August 2024 Interest rates were the driving force behind markets in August, with the Bank of England finally making its first interest rate cut since it began its hiking cycle in January 2022. In their August meeting, the Bank of England […]
As inflation recedes across the bulk of the world’s developed economies, all eyes turn to the path of interest rates and the speed with which these come down in the coming months. Several major central banks have already cut their interest rate, including the Bank of England (BoE) which reduced its base rate to 5% […]
In this week’s show, James Carthew spoke to Randall Sandstrom from Sequoia Economic Infrastructure Income 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 Aiman. Additionally, if you […]
Dawn of a new era for uranium The supply-demand dynamics that exist in the uranium sector, in which Geiger Counter (GCL) invests, are as strong today as they have ever been, its managers state. They add that nuclear has become a keystone of global efforts to decarbonise the global electricity supply, and is now benefitting […]
Dawn of a new era for uranium The supply-demand dynamics that exist in the uranium sector, in which Geiger Counter (GCL) invests, are as strong today as they have ever been. Having been made a keystone of global efforts to decarbonise the global electricity supply, nuclear energy is now benefitting from favourable government policy and […]
Dawn of a new era for uranium The supply-demand dynamics that exist in the uranium sector, in which Geiger Counter (GCL) invests, are as strong today as they have ever been. Having been made a keystone of global efforts to decarbonise the global electricity supply, nuclear energy is now benefitting from favourable government policy and […]
In this week’s show, Matthew Read spoke to James Harries from STS Global Income & 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 Aiman. Additionally, if […]
Primed for ignition With its dedication to high-quality, high-growth companies, Montanaro European Smaller Companies (MTE) has fallen awry of recent market trends. MTE’s manager, George Cooke, notes that the market is currently favouring low-quality, low-value companies. This may be due either to improving sentiment around Europe’s economy (having seemingly dodged a recession) or the initial […]
Primed for ignition With its dedication to high-quality, high-growth companies, Montanaro European Smaller Companies (MTE) has fallen awry of recent market trends. MTE’s manager, George Cooke, notes that the market is currently favouring low-quality, low-value companies (such as smaller southern-European banks). This may be due either to improving sentiment around Europe’s economy (having seemingly dodged […]
Primed for ignition? Given that its investment approach targets what its manager, George Cooke, believes are high-quality, high-growth companies, Montanaro European Smaller Companies (MTE) may have fallen awry of recent market trends. George believes that the market is currently favouring low-quality, low-value companies. This may be due either to improving sentiment around Europe’s economy (having […]
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 Aiman. Additionally, if you would prefer to […]
Lights and tunnels After a challenging year in 2023, the outlook for the Rights and Issues Investment Trust (RIII) appears much brighter now, as economic conditions improve, and the portfolio takes shape under the management of Jupiter’s UK Small and Midcap (SMID) investment team. This positivity is reflected in the recent performance of the trust, […]
Lights and tunnels After a challenging year in 2023, the outlook for the Rights and Issues Investment Trust (RIII) appears much brighter now, as economic conditions improve, and the portfolio takes shape under the management of Jupiter’s UK Small and Midcap investment team. This positivity is reflected in the recent performance of the trust, which […]
Lights and tunnels After a challenging year in 2023, the mangers feel that the outlook for the Rights and Issues Investment Trust (RIII) appears much brighter now, as economic conditions improve, and the portfolio takes shape under Jupiter’s UK Small and Midcap investment team. It suggests that this positivity is reflected in the recent performance […]
In this week’s show, James Carthew spoke to Ian Lance from Temple Bar 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 Aiman. Additionally, if you would […]
Science fiction becoming science fact The manager of Seraphim Space Investment Trust (SSIT) says that the recent boom in the space economy has been driven by significantly lower costs to launch, smaller, cheaper components to build satellites and other spacecraft, and the growth of private space companies. Companies that once had to pay hundreds of […]
Science fiction becoming science fact The manager of Seraphim Space Investment Trust (SSIT) says that the recent boom in the space economy has been driven by significantly lower costs to launch, smaller, cheaper components to build satellites and other spacecraft, and the growth of private space companies. Companies that once had to pay hundreds of […]
Science fiction becoming science fact The manager of Seraphim Space Investment Trust (SSIT) says that the recent boom in the space economy has been driven by significantly lower costs to launch, smaller, cheaper components to build satellites and other spacecraft, and the growth of private space companies. It says that companies that once had to […]
In this week’s show, James Carthew spoke to Matt Cable from Rights and Issues. 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 Aiman. Additionally, if you would prefer […]
Light at the end of the tunnel? As we explore in the performance section on pages 13 to 22, Baillie Gifford UK Growth Trust (BGUK), the most-growth focused fund its peer group (see page 22), has suffered from poor relative performance in recent years, but with interest rates falling, this has the potential to turn […]
Light at the end of the tunnel As we discuss in the performance section on pages 12 to 21, Baillie Gifford UK Growth Trust (BGUK) has had a challenging three years, but with interest rates falling, this heavily growth-focused trust could be set for a significant period of outperformance. This could trigger a substantial narrowing […]
Light at the end of the tunnel As we discuss in the performance section on pages 14 to 23, Baillie Gifford UK Growth Trust (BGUK) has had a challenging three years, but with interest rates falling, this heavily growth-focused trust could be set for a significant period of outperformance (an environment of higher interest rates […]
August 2024 Winners and losers in July 2024 Best performing funds in price terms % Tritax EuroBox 13.3 Balanced Commercial Property Trust 10.5 TR Property 10.4 AEW UK REIT 9.9 Shaftesbury Capital 9.9 Picton Property 9.4 Schroder REIT 9.1 Tritax Big Box REIT 8.9 Capital & Regional 8.3 Unite Group 7.9 Source: Bloomberg, Marten & […]
Against a backdrop of recent tumultuous events in the US election race, American GDP rose to 2.8% in the three months to June, a notable increase from 1.4% in Q1. Following his exit from running for a second presidential term, President Joe Biden stated that this data ‘makes clear we now have the strongest economy […]
August 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in July 2024 The S&P 500 index hit a new high mid-month but has been selling off since. July also saw US inflation falling to 3.0% (year-on-year), a bit better than expectations. The US Federal Reserve kept rates on hold, but chair […]
Crystallising unrealised value GCP Infrastructure Investments Ltd (GCP) had a difficult 2023, as the infrastructure sector dealt with rising interest rates and stubborn inflation. However, 2024 appears to have brought an improving economic outlook, the prospect of a reversal in interest rate policy, and the adviser notes – for GCP’s shareholders – a highly attractive […]
Crystallising unrealised value GCP Infrastructure Investments Ltd (GCP) had a difficult 2023, as the infrastructure sector dealt with rising interest rates and stubborn inflation. However, 2024 brought an improving economic outlook, the prospect of a reversal in interest rate policy, and – for GCP’s shareholders – a highly attractive dividend yield, solid portfolio execution, and […]
GCP – Crystallising unrealised value GCP Infrastructure Investments Ltd (GCP) had a difficult 2023, as the infrastructure sector dealt with rising interest rates and stubborn inflation. However, 2024 brought an improving economic outlook, the prospect of a reversal in interest rate policy, and – for GCP’s shareholders – a highly attractive yield, solid portfolio execution, […]
Pushing on an opening door AVI Japan Opportunity Trust (AJOT) has outperformed its MSCI Japan Small Cap benchmark by 38 percentage points since launch. This appears to demonstrate the success of its efforts to promote good corporate governance within the stocks in its portfolio. The manager says that Japanese corporates have become less resistant to […]
Pushing on an opening door The scale of the outperformance delivered by AVI Japan Opportunity Trust (AJOT) versus its MSCI Japan Small Cap benchmark is impressive (38 percentage points since launch) and demonstrates the success of its efforts to promote good corporate governance within the stocks in its portfolio. The manager says that Japanese corporates […]
