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23 Jan 2024

Gulf Investment Fund – In good hands

Gulf Investment Fund Investment companies | Annual overview  |  23 January 2024 In good hands Gulf Investment Fund (GIF) has demonstrated an ability to be one of the best-performing strategies focusing on the Gulf region, as illustrated by its ability to generate sector-leading alpha. The team has recently expanded into the healthcare sector, which has […]

23 Jan 2024

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, appears to have been at the mercy of broader macro-economic conditions. However, the managers note […]

23 Jan 2024

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual Overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no […]

23 Jan 2024

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no […]

22 Jan 2024

QuotedData’s Investment Companies Roundup – January 2024

January 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in December 2023 December saw a continuation of November’s market rally, with the MSCI All Countries World Index up 4.1%. However, the excitement did show signs of faltering towards the end of the month, as investors had to weigh the actual likelihood […]

22 Jan 2024

QuotedData’s Investment Companies Annual Review – 2023

Review 2023 Annual roundup | Investment companies | January 2024 Over the worst, and the bulls are loose While there were plenty of financial headlines over 2023, inflation was still the main influence on markets. Rates of inflation are well below their 2022 peaks, but it was only towards the end of October 2023 that […]

22 Jan 2024
19 Jan 2024
19 Jan 2024

QuotedData’s Economic and Political Monthly Roundup January 2024

Economic and Political Roundup Investment companies | Monthly | January 2024 Political turbulence persisted in December, ushering in a new wave of global uncertainty in the build up to the 2024 election cycle. In spite of this, confidence in the US remained high as falling yields precipitated a global rally in risk assets. Market pricing […]

19 Jan 2024

Interview with Purvi Sapre from SDCL Energy Efficiency Income Trust

In this week’s show, James Carthew spoke to Purvi Sapre from SDCL Energy Efficiency Income Trust. 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 on as@quoteddata.com. Additionally, if you […]

17 Jan 2024

JPMorgan Japanese Investment Trust – Are we there yet? 

JPMorgan Japanese Investment Trust Investment companies | Update | 17 January 2024 Are we there yet? Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates saw a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index (the Tokyo Stock Price Index) climbing to its highest […]

17 Jan 2024

JPMorgan Japanese Investment Trust – Are we there yet? 

JPMorgan Japanese Investment Trust Investment companies | Update | 17 January 2024 Are we there yet? Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates likely contributed to a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index climbing to its highest level in more […]

17 Jan 2024

JPMorgan Japanese Investment Trust – Are we there yet? 

JPMorgan Japanese Investment Trust Investment companies | Update | 17 January 2024 Are we there yet?  Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates saw a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index climbing to its highest level in more than 30 […]

12 Jan 2024

Interview with Tim Levene from Augmentum

In this week’s show, James Carthew spoke to Tim Levene from Augmentum. 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 on as@quoteddata.com. Additionally, if you would prefer to watch […]

10 Jan 2024

Urban Logistics REIT – A re-rating candidate

Urban Logistics REIT REITs | Annual overview | 10 January 2024 A re-rating candidate If an inflexion point in the interest rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of SHED’s […]

10 Jan 2024

Urban Logistics REIT – A re-rating candidate

Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of its portfolio […]

10 Jan 2024

Urban Logistics REIT – A re-rating candidate

Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) appears to be an attractive proposition. Valuations look to have stabilised – as evidenced by a 0.2% uplift in the […]

09 Jan 2024

Polar Capital Technology – The AI’s have it

Polar Capital Technology Investment companies | Annual Overview | 9 January 2024 The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost […]

09 Jan 2024

Polar Capital Technology – The AI’s have it

Polar Capital Technology Investment companies | Update | 9 January 2024 The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost 80% […]

09 Jan 2024

Polar Capital Technology – The AI’s have it

Polar Capital Technology Investment companies | Annual Overview | 9 January 2024  The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost […]

05 Jan 2024

QuotedData’s weekly news update – Review of 2023

In this week’s show, James Carthew and Andrew McHattie from Investment Trust Newsletter reviewed the investment companies sector in 2023. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would prefer to watch and ask questions live, please join us every Friday at 11am.

19 Dec 2023

Rights and Issues Investment Trust – Old dog, new tricks

Rights and Issues Investment Trust Investment companies | Update | 19 December 2023  Old dog, new tricks  We are now more than 12 months into Jupiter Asset Management’s tenure managing the Rights and Issues investment trust (RIII), following the retirement of Simon Knott, who was at the helm for 39 years. New managers Dan Nickols […]

19 Dec 2023

Rights and Issues Investment Trust – Old dog, new tricks

Rights and Issues Investment Trust Investment companies | Update | 19 December 2023  Old dog, new tricks We are now more than 12 months into Jupiter Asset Management’s tenure managing the Rights and Issues investment trust (RIII), following the retirement of Simon Knott, who was at the helm for 39 years. New managers Dan Nickols […]

19 Dec 2023

Rights and Issues Investment Trust – Old dog, new tricks

Rights and Issues Investment Trust Investment companies | Update | 19 December 2023   Old dog, new tricks  We are now more than 12 months into Jupiter Asset Management’s tenure managing the Rights and Issues Investment Trust (RIII), following the retirement of Simon Knott, who was at the helm for 39 years. New managers Dan […]

15 Dec 2023

Vietnam Holding Limited – Bringing you redemption

Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]

15 Dec 2023

Vietnam Holding Limited – Bringing you redemption

Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) has provided both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, with the support of Vietnam’s […]

15 Dec 2023

Vietnam Holding Limited – Bringing you redemption

Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption  Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]

15 Dec 2023

Oakley Capital Investments – Walking the walk

Oakley Capital Investments Investment companies | Update | 15 December 2023 Walking the walk  Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver market beating shareholder returns. A focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio appears to be well insulated as financial conditions have tightened, which […]

15 Dec 2023

Oakley Capital Investments – Walking the walk

Oakley Capital Investments Investment companies | Update | 15 December 2023 Walking the walk  Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver outstanding, market beating shareholder returns. Its focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio remains well insulated as financial conditions have tightened, highlighted by […]

15 Dec 2023

Oakley Capital Investments – Walking the walk

Oakley Capital Investments  Investment companies | Update | 15 December 2023 Walking the walk Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver outstanding, market beating shareholder returns. Its focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio remains well insulated as financial conditions have tightened, highlighted by […]

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