Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments It was very much ‘more of the same’ during the second quarter of 2022 as the conflict in Ukraine continued, rising inflation and interest rates created volatility and supply chain woes didn’t seem to ease. Towards the end of the quarter, previously strong-performing […]
In this week’s show, Jayna Rana talked to David Conlon and Joanne Fisk of GCP Asset Backed Income. 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. Additionally, if you […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Economies around the world are still very much engulfed in rising inflation fears, supply chain woes and the ongoing conflict in Ukraine but fortunes appear to have hit a turning point halfway through the year for certain sectors. China/Greater China was the best […]
Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. There were only a handful of property companies that saw share price growth in the month of June as interest rate rises and concerns of an impending recession took hold. Top of the list […]
Unjustified selloff creates opportunities JPMorgan Japanese Investment Trust (JFJ) has given back much of its recent outperformance. The managers select companies that they believe are high-quality and offer good growth prospects for JFJ’s portfolio. They say that these types of companies have experienced a sharp and unjustified selloff. They note that the selloff mimics those […]
Unjustified selloff creates opportunities A sharp selloff in the types of high-quality, growing companies favoured by JPMorgan Japanese Investment Trust (JFJ) has meant that the trust has given back much of its recent outperformance. The selloff mimics those of other countries such as the US and UK, but Japan is not afflicted by the high […]
Unjustified selloff creates opportunities A sharp selloff in the share prices of the types of high-quality, growing companies favoured by JPMorgan Japanese Investment Trust (JFJ) has meant that the trust has given back much of its recent outperformance. The selloff mimics those of other countries such as the US and UK, but Japan is not […]
Transition underway African property company Grit Real Estate Income Group (Grit) has cleared a path for increased dividend distributions and net asset value (NAV) growth following a decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring its loan to value (LTV – […]
Transition underway African property company Grit Real Estate Income Group (Grit) believes that it has cleared a path for increased dividend distributions and NAV growth following a potentially decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring down its loan to value […]
Transition underway African property company Grit Real Estate Income Group (Grit) has cleared a path for increased dividend distributions and NAV growth following a decisive piece of corporate action in the form of a heavily NAV dilutive capital raise. It has used the proceeds to bring its loan to value (LTV) under control and to […]
Selloff provides opportunities Shares in the good-quality growing businesses favoured by Montanaro UK Smaller Companies (MTU) have experienced a sharp selloff since the beginning of 2022, when interest rates began to rise in response to rampant inflation. Manager Charles Montanaro is focused on picking stocks for the long term rather than trying to second-guess macroeconomic […]
Selloff provides opportunities Shares in the good-quality growing businesses favoured by Montanaro UK Smaller Companies (MTU) have experienced a sharp selloff since the beginning of 2022, when interest rates began to rise in response to rampant inflation. Manager Charles Montanaro is focused on picking stocks for the long term rather than trying to second-guess macroeconomic […]
Selloff provides opportunities Shares in the good-quality growing businesses that Montanaro UK Smaller Companies (MTU) seeks to buy appear to have experienced a sharp selloff since the beginning of 2022, when interest rates began to rise in response to rampant inflation. Manager Charles Montanaro says he is focused on picking stocks for the long term […]
In this week’s show, James Carthew talked to Andrew Beal of Schroder BSC Social Impact. 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. Additionally, if you would prefer to […]
In this week’s show, James Carthew talked to Pedro Gonzalez de Cosio, manager of BioPharma Credit. 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. Additionally, if you […]
Downing Renewables & Infrastructure Trust (DORE) is aiming to raise £50m through an issue of up to 45,669,495 new ordinary shares at 111p per share, and to establish a 12-month share issuance programme to issue up to 250m ordinary shares (less the number issued under this initial issue). Shareholders need to approve these plans. The […]
Downing Renewables & Infrastructure Trust (DORE) is aiming to raise £50m through an issue of up to 45,669,495 new ordinary shares at 111p per share, and to establish a 12-month share issuance programme to issue up to 250m ordinary shares (less the number issued under this initial issue). Shareholders need to approve these plans. The […]
In this week’s show, Richard Williams talked to Laura Elkin from AEW UK REIT. 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. Additionally, if you would prefer […]
In this week’s show, James Carthew talked to Craig Martin of Vietnam Holding. 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. Additionally, if you would prefer to […]
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. A perpetual theme in the listed property sector over the last few years has been the persistent discount to net asset value that many companies’ share prices have traded on. Some have succumbed to […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Any hopes for a more positive 2022 were shattered by the ongoing conflict in Ukraine. Economies are feeling inflationary pressures not seen in decades, commodity prices are rising and there is supply-chain disruption. The best performing sector for May was property – UK […]
Over the trough? It has been another tough six months for abrdn New Dawn (ABD) as the Asia Pacific region has had to face new challenges from the Russo-Ukrainian conflict to China’s deadliest COVID-19 wave yet (heightened by Xi Jinping’s zero-COVID policy). This has only exacerbated headwinds already in place such as rising inflation. Manager […]
Over the trough? It has been another tough six months for abrdn New Dawn (ABD) as the Asia Pacific region has had to face new challenges from the Russo-Ukrainian conflict to China’s deadliest COVID-19 wave yet (the economic impacts of which have been made worse by Xi Jinping’s zero-COVID policy). This has only exacerbated headwinds […]
Over the trough? It has been another tough six months for abrdn New Dawn (ABD) as the Asia Pacific region has had to face new challenges from the Russo-Ukrainian conflict to what appears to be China’s deadliest COVID-19 wave yet (which has reportedly been heightened by Xi Jinping’s zero-COVID policy and a refusal, so far, […]
In this week’s show, Richard Williams talked to Paul Bridge of Civitas Social Housing. 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. Additionally, if you would prefer […]
Fundamentals remain strong Civitas Social Housing’s (CSH’s) discount to net asset value (NAV) has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made […]
Fundamentals remain strong Civitas Social Housing’s (CSH’s) discount has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made by the short seller, regulatory […]
‘Fundamentals remain strong’ Civitas Social Housing’s (CSH’s) discount has yet to recover from an activist short seller attack last year, with its share price almost as low as it has ever been in over five years since it launched. Although CSH’s manager made a strong rebuttal to the allegations made by the short seller, regulatory […]
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