More to go for Polar Capital Global Financials Trust (PCFT) has been having a great run and we are delighted to see it re-expanding. The bounce in the financials sector began with last year’s good news on vaccines. Restrictions on distributions are being lifted and, as defaults have remained low, banks are looking overcapitalised. There […]
More to go for Polar Capital Global Financials Trust (PCFT) has been having a good run of performance both in absolute and relative terms. It has also been re-expanding. The bounce in the financials sector coincided with last year’s good news on vaccines. Restrictions on distributions are being lifted and, as defaults have remained low, […]
More to go for Polar Capital Global Financials Trust (PCFT) has been having a great run of performance and we are delighted to see it re-expanding, with over 148m shares issued since 31 October 2020. The bounce in the financials sector began with last year’s good news on vaccines. Restrictions on dividends and share buy […]
Short shrift to short seller An attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, appears to have driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are […]
Short shrift to short seller An unwarranted attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, has driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are on […]
Short shrift to short seller An unwarranted attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, has driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are on […]
Ducks in a row Lar España Real Estate has lined up its ducks ready for a growth push, having trod water successfully through the COVID-19 pandemic. The group has made significant headway in improving the ESG-credentials of its more than €1.4bn shopping centre and retail park portfolio, so much so that it was able to […]
Ducks in a row Lar España Real Estate has lined up its ducks ready for a growth push, having trod water successfully through the COVID-19 pandemic. The group has made significant headway in improving the environmental, social and governance (ESG) credentials of its more than €1.4bn shopping centre and retail park portfolio, so much so […]
Ducks in a row Lar España Real Estate has lined up its ducks ready for a growth push, having trod water through the COVID-19 pandemic. The group believes that it has made significant headway in improving the ESG-credentials of its more than €1.4bn shopping centre and retail park portfolio, so much so that it was […]
In this week’s show, James Carthew talked to Helen Steers from Pantheon 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 watch […]
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 October saw somewhat of a turnaround for a number of sectors with Japan funds back among the worst performers after a brief uptick during the previous month, and the commodities & natural resources sector back at the top of the best performers list […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data October’s biggest movers in price terms are shown in the chart below. The best performing real estate funds in October were mainly sector specialists, however, the property generalists had a good month too, led by BMO Real Estate Investments. The company saw its share […]
In this week’s show, James Carthew talked to Rory Bateman of Schroder British Opportunities 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 […]
Ross Teverson and Matt Piggott from Jupiter Asset Management provided an update on Jupiter Emerging & Frontier Income Trust (JEFI). Ross and Matt discussed JEFI’s unique investment objective, its focus on sustainable income growth and the wide range of companies the team is able to access in emerging and frontier markets. A live audience put […]
Caution wins out in the end After another challenging six months since our last note, with initially unscathed Asia finally being hit hard by COVID-19, Aberdeen New Dawn (ABD) has maintained its strong performance, suggesting that it can be resilient in down markets. But the manager says the numbers also reflect ABD’s long-standing caution over […]
Caution wins out in the end After another challenging six months since our last note, with initially unscathed Asia finally being hit hard by COVID-19, Aberdeen New Dawn (ABD) has maintained its strong performance, showing it can still be resilient in falling markets. However, the manager says the numbers also reflect ABD’s long-standing caution over […]
Caution wins out in the end After another challenging six months since our last note, with initially unscathed Asia finally being hit hard by COVID-19, Aberdeen New Dawn (ABD) has maintained its strong performance, showing it can still be resilient in down markets. But the manager says the numbers also reflect ABD’s long-standing caution over […]
BB Biotech – Interview with Dr. Daniel Koller BB Biotech invests in companies in the fast growing market of biotechnology and is one of the world’s largest investors in this sector with more than 25 years of experience. Dr. Daniel Koller is Head of the Investment Management Team for BB Biotech AG. He studied biochemistry […]
In this week’s show, Jayna Rana talked to Richard Pindar of Literacy Capital 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 […]
REGISTER HERE ESG is becoming a critical part of decision-making for investors and the perception that investing responsibly requires investors to accept lesser returns has firmly been put to bed by companies achieving attractive investment returns whilst making ESG strategies a core part of their investment remit. The range of investment companies offering ESG investment […]
Happy birthday to ya! Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its fifth birthday. As at end September 2021, since its launch, EGL had provided NAV and share price total returns of 11.3% and 17.1% per annum respectively (cumulative returns of 71.3% and 120.2% in just over five years); and has outperformed […]
Happy birthday to ya! Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its fifth birthday and has much to celebrate. As at end September 2021, since its launch, EGL had provided NAV and share price total returns of 11.3% and 17.1% per annum respectively (cumulative returns of 71.3% and 120.2% in just over […]
Happy birthday to ya! Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its fifth birthday (having launched on 26 September 2016) and has much to celebrate. As at end September 2021, since its launch, EGL had provided NAV and share price total returns of 71.3% and 120.2% respectively, in just over five years. […]
In this week’s show, James Carthew talked to Claire Shaw of Scottish Mortgage 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 […]
On the front foot Weiss Korea Opportunities (WKOF)’s returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index. Nevertheless, the board and the manager feel that the […]
On the front foot Weiss Korea Opportunities (WKOF)’s share price and net asset value (NAV) returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index (the trust’s […]
On the front foot Weiss Korea Opportunities (WKOF)’s returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index. Nevertheless, the board and the manager feel that the […]
The uranium mining space has had an incredible year with a flurry of events that suggest nuclear is going to be of long-term importance in a decarbonising world, and that the demand-supply balance for a uranium market that is already in supply deficit may be unsustainable. Geiger Counter (GCL), with its small cap focus, has […]
The uranium mining space has had an incredible year with a flurry of events that have highlighted the long-term importance of nuclear power in a decarbonising world, as well as the unsustainable demand-supply balance for a uranium market that is already in supply deficit. Geiger Counter (GCL), with its small cap focus, has handsomely beaten […]
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