When the going gets tough Reports suggest emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China […]
When the going gets tough Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China has worked […]
When the going gets tough Emerging markets have struggled to make headway over the course of 2021, but Jupiter Emerging & Frontier Income (JEFI), helped by its frontier market exposure, has been one of the winners within its peer group. Manager Ross Teverson’s long-held view that better value is available outside of China has worked […]
Powering on BlackRock Throgmorton Trust (THRG)’s results for the accounting year ended 30 November 2021 will not be published for a while yet, but it looks as though THRG has had another good year, with NAV and share price returns well above peer group averages and its benchmark. It might have been reasonable to think […]
Powering on BlackRock Throgmorton Trust (THRG)’s results for the accounting year ended 30 November 2021 will not be published for a while yet, but it looks as though THRG has had another great year, with NAV and share price returns well above peer group averages and its benchmark. It might have been reasonable to think […]
Powering on BlackRock Throgmorton Trust (THRG)’s results for the accounting year ended 30 November 2021 will not be published for a while yet, but it looks as though THRG has had another great year, with its net asset value (NAV) and share price returns well above peer group averages and its benchmark (see pages 8 […]
Bright long-term future JPMorgan Japanese Investment Trust (JFJ) had an impressive run of both absolute and relative performance going into and during the worst of the pandemic. However, once vaccines became a reality, the share prices of businesses that had struggled during lockdowns surged. These were often the types of company that the managers would […]
Bright long-term future JPMorgan Japanese Investment Trust (JFJ) had an impressive run of both absolute and relative (to its benchmark index and to competing trusts) performance going into and during the worst of the pandemic. However, once vaccines became a reality, the share prices of businesses that had struggled during lockdowns surged. These were often […]
Bright long-term future JPMorgan Japanese Investment Trust (JFJ) had a good run of both absolute and relative performance going into and during the worst of the pandemic. However, once vaccines became a reality, the share prices of businesses that had struggled during lockdowns surged. These were often the types of company that the managers would […]
Executing on revised objective Since we last published on Bluefield Solar Income Fund (BSIF), the company has raised £105.1m in an oversubscribed share issue, and completed on the purchases of its first wind and battery storage investments. The company’s financial results, covering the year ended 30 June 2021, showed that BSIF hit its 8p per […]
Executing on revised objective Since we last published on Bluefield Solar Income Fund (BSIF), the company has raised £105.1m in an oversubscribed share issue, and completed on the purchases of its first wind and battery storage investments. The company’s financial results, covering the 12-month period ended 30 June 2021, were encouraging. BSIF hit its 8p […]
Executing on revised objective Since we last published on Bluefield Solar Income Fund (BSIF), the company has raised £105.1m in an oversubscribed share issue, and completed on the purchases of its first wind and battery storage investments. The company’s financial results, covering the year ended 30 June 2021, were encouraging. BSIF hit its 8p per […]
Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally year-to-date (YTD). VNH has captured this and more – outperforming local and global indices, and its direct competitors (see details of VNH’s performance versus its peers […]
Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally YTD. VNH has captured this and more – outperforming local and global indices, and its direct competitors. Despite this performance, VNH’s manager says that there is […]
Since we last published on Vietnam Holding (VNH), the Vietnamese economy has gone from strength to strength, lifting the country’s equity markets, which are among the best performing globally YTD. VNH has captured this and more – outperforming local and global indices, and its direct competitors. Despite this impressive performance, there is still much to […]
In this week’s show, James Carthew talked to Nicholas Ware of Henderson Diversified 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 would prefer […]
The show must go on India has outperformed even the US over 2021, despite reportedly suffering from one of the deadliest waves of the COVID-19 pandemic earlier this year. Combined with improved stock selection and a new investment policy, India Capital Growth (IGC) has also seen performance shine through, says its advisor, Gaurav Narain. He […]
The show must go on India has attracted a lot of attention over 2021 as it has outperformed even the US, despite suffering from one of the deadliest waves of the COVID-19 pandemic earlier this year. Combined with improved stock selection and its new investment policy, India Capital Growth (IGC) has also seen its performance […]
The show must go on All eyes have been on India over 2021 as it has outperformed even the US, despite suffering from one of the deadliest waves of the COVID-19 pandemic earlier this year. Combined with improved stock selection and its new investment policy, India Capital Growth (IGC) has also seen its performance shine […]
No compromise The turnaround in TMPL’s fortunes following the appointment of RWC as manager and a surge in ‘value’ stocks on hopes of an end to the pandemic has been dramatic. Frustratingly, the trust’s discount widened from the middle of April 2021, as investors fretted about the impact of new variants and switched back to […]
No compromise The turnaround in TMPL’s fortunes following the appointment of RWC as manager and a surge in ‘value’ stocks on hopes of an end to the pandemic has been dramatic. However, the trust’s discount widened from the middle of April 2021, which may have been triggered by investors’ fears about the impact of new […]
No compromise The turnaround in Temple Bar (TMPL)’s fortunes following the appointment of RWC as manager last November and a surge in ‘value’ stocks on hopes of an end to the COVID-19 pandemic has been dramatic. Frustratingly, the discount that the trust’s shares trade on relative to their net asset value widened from the middle […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance The new Omicron COVID-19 variant dominated markets in November. Technology & media funds performed best, the MSCI All Countries World Information Technology Index rose by 6.2% over the month, indicating that investors were likely returning to the perceived pandemic-resistance of growth stocks. This […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the charts below. November ended under a cloud of uncertainty, with the discovery of the Omicron coronavirus variant threating a return of restrictions that have wreaked havoc in the property sector over the past two […]
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 […]
In this week’s show, Matthew Read talked to Rob Crayfourd from CQS Natural Resources Growth & 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 […]
Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, says that, after more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies reportedly […]
Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. After more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies even increasing their dividends. Over the past […]
Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. After more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies even increasing their dividends. Over the past […]
QuotedData hosted a webinar with Nicholas Weindling of JPMorgan Asset Management to provide an update on JPMorgan Japanese Investment Trust (JFJ). Nicholas discussed his current thoughts on the Japanese market, the company’s recent performance and the outlook for Japan. Follow the link below to view the update. Let us know if you have any questions […]
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