In this week’s show, James Carthew talked to Matthias Siller of Baring Emerging EMEA Opportunities. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data June’s biggest movers in price terms are shown in the chart below. In a month when Boris Johnson announced the easing of restrictions would be pushed back as COVID cases rose, only a handful of property companies saw share price gains. Topping the list […]
On 7th July 2021, QuotedData hosted the first of 4 Property focused webinars. This webinar was focused on Property and included presentations and Q&As from 4 managers, covering different aspects of property. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations – […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen 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 Aberdeen Standard Investments Performance The old adage that what goes up must come down and vice versa appears to ring true this month as interestingly, the commodities & natural resources sector, which was the best performing in May, was the worst performing in June. The sector […]
Exciting times In the short term, the technology sector has given back some of its considerable long-term outperformance of the wider market. Ben Rogoff, manager of Polar Capital Technology Trust (PCT), is unfazed by this. The pandemic has accelerated many societal shifts that Ben believes will be permanent. Areas such as e-commerce, cloud computing, video […]
Exciting times In the short term, the technology sector has given back some of its considerable long-term outperformance of the wider market. Ben Rogoff, manager of Polar Capital Technology Trust (PCT), is unfazed by this. The COVID-19 pandemic has accelerated many societal shifts that Ben believes will be permanent. Areas such as e-commerce, cloud computing, […]
Exciting times In the short term, the technology sector has given back some of its considerable long-term outperformance of the wider market. Ben Rogoff, manager of Polar Capital Technology Trust (PCT), is unfazed by this. He says that the pandemic has accelerated many societal shifts that he believes will be permanent. Ben notes that areas […]
In this week’s show, James Carthew talked to David Conlon of GCP Asset Backed Income. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]
Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar power generation looks close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. […]
Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar looks to be close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. […]
Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar is close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. The target […]
Penalised for being conservative? In recent months, despite its relatively high yield, GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a better match for the majority of […]
Penalised for being conservative? In recent months, despite its attractive dividend yield (6.9% at the time of publication), GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a […]
Penalised for being conservative? In recent months, despite its attractive yield, GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a better match for the majority of GCP’s […]
In this week’s show, James Carthew talked to Michael O’Brien of Fundsmith Emerging Equities. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. […]
In this week’s show, James Carthew talked to Stephen Inglis of Regional REIT. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. The […]
Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak in infections has now passed. […]
Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak has now passed. Daily cases […]
Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak has now passed. The number […]
IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Liontrust ESG Trust Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Liontrust ESG Trust Plc and should be read in conjunction with the […]
IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Liontrust ESG Trust Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Liontrust ESG Trust Plc and should be read in conjunction with the […]
In this week’s show, James Carthew talked to Stephanie Sirota of RTW Ventures. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. The […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The question that many an investor has been thinking about for the past decade or so – whether/when the tech bubble is going to burst again – is probably being voiced louder than ever now. The sector and trusts exposed to it […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen 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 Ben Ritchie and Georgina Cooper of Dunedin Income Growth Investment Trust. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, […]
In this week’s show, James Carthew talked to Matthew Potter of Honeycomb Investment Trust. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. […]
Out in front In both total net asset value (NAV) and share price return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that stocks were priced more attractively outside of China has been paying […]
Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China has been paying off, led by its Taiwan-based […]
