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 […]
In this week’s show, James Carthew talked to Nicholas Yeo of Aberdeen China 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 Quarterly Review Kindly sponsored by Aberdeen Standard Investments Rate rise fears dampens bounce back The quarter started with much promise, as activity picked up with the full opening of the economy. This was reflected in the valuation of commercial properties and in turn investor sentiment to the listed real estate sector. However, supply chain […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments False hope? The global recovery continued over the third quarter of 2021 with many countries catching up on their respective vaccination programmes, such as Japan, and others rebuilding their economies after deadly outbreaks as seen in India. The pace of the rebound triggered […]
Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong ESG credentials. These follow structural trends that have emerged during COVID. In the pursuit of durable income with growth potential, high-yielding investments have made way for newer, quality assets that the […]
Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in […]
Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong ESG credentials. These follow structural trends that have emerged during COVID. In the pursuit of durable income with growth potential, high-yielding investments have made way for newer, quality assets that the […]
Only accessible to investors in the UK, Ireland and the Netherlands. Downing Renewables and Infrastructure Trust (DORE) held a webinar on Monday 11th October 2021 at 10am. On 29th September DORE announced its intention to raise new equity capital by way of a placing to raise up to c£25m. The issue price of 102.50 pence […]
In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments 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 […]
New policy bearing fruit There are many investors looking for a high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. […]
New policy bearing fruit There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. As […]
New policy bearing fruit There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. As […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. With fears that economic growth will be stunted by supply chain issues, September wasn’t a great month for property stocks. However, development and regeneration specialist Harworth saw its share price rise 13.3% […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance The pandemic recovery continued in September with certain countries catching up on their vaccination programmes, such as Japan, which after a few rough months made gains and took two of the top spots for the best performing sectors. Meanwhile, the UK Equity & […]
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, James Carthew talked to Tim Creed of Schroder UK Public Private 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 […]
Confidence rewarded In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded. […]
Confidence rewarded In mid-December 2020, when QuotedData last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated by the strong performance since and the many investors that have embraced the trust over the […]
Confidence rewarded In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded. […]
In this week’s show, James Carthew talked to Peter Hewitt from BMO Managed Portfolio 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 […]
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take […]
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]
In this week’s show, James Carthew talked to Robin Parbrook from Schroder Asia Total Return 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 […]
Proving its mettle We previously acknowledged the argument that, throughout 2020, private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to NAV. This gained further weight once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively […]
Proving its mettle We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, […]
Proving its mettle We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to NAV. This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, and relatively few […]
In this week’s show, James Carthew talked to Craig Baker of Alliance Trust If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, this is now in the news section – here. If there is a guest speaker you’d particularly like to hear from, please email […]
Headed in the right direction At the end of September 2020, Ken Wotton became the lead manager of Strategic Equity Capital (SEC) and, during the ten months since, SEC has provided NAV and share price returns that are significantly ahead of the MSCI UK Smaller Companies and even the broader MSCI UK Index. Despite this, […]
Headed in the right direction At the end of September 2020, Ken Wotton became the lead manager of Strategic Equity Capital (SEC) and, during the ten months since, SEC has provided NAV and share price returns that are significantly ahead of the MSCI UK Smaller Companies and even the broader MSCI UK Index. Despite this, […]
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