A new powerhouse In recent years, we have discussed the improvement in the performance of Alliance Trust since the appointment of Willis Towers Watson (WTW) as manager. With WTW’s investment approach, ATST has, on average, outperformed the MSCI ACWI index over any given 12-month period (sampled weekly – see page 12). This success has been […]
London’s finally calling Henderson High Income (HHI) may represent one of the better opportunities for income investors to capitalise on the resurgence of the UK market. Thanks, in part, to its historically wide 8.7% discount and enticing 6.3% yield, but also given that its long-term NAV returns have consistently outperformed not only the broader UK […]
London’s finally calling Henderson High Income (HHI) could offer an opportunity for income investors to capitalise on what its manager believes is the resurgence of the UK market. There is also a potential kicker from a narrowing of its historically wide 8.7% discount and, in the meantime, it has a 6.3% yield. Investors may also […]
London’s finally calling Henderson High Income (HHI) may represent one of the better opportunities for income investors to capitalise on the resurgence of the UK market. Thanks, in part, to its historically wide 8.7% share price discount to net asset value (NAV) and enticing 6.3% dividend yield, but also given that its long-term NAV returns […]
In this week’s show, James Carthew spoke to Jon Forster from Impax Environmental Markets. 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 […]
September 2024 Winners and losers in August 2024 Best performing funds in price terms (%) PRS REIT 15.4 Triple Point Social Housing REIT 8.4 Safestore Holdings 7.2 Residential Secure Income 6.4 Capital & Regional 5.8 Primary Health Properties 4.8 CLS Holdings 4.5 Big Yellow Group 4.3 IWG 4.2 Sirius Real Estate 3.9 Source: Bloomberg, Marten […]
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 […]
