A short-term opportunity? Reflecting sustained strong demand for its strategy, CQS New City High Yield Fund (NCYF) has traded at an average premium to net asset value of 4.9% over the last five years. Whilst the discount to net asset value spiked out in the depths of last year’s market trough, it quickly bounced back […]
A short-term opportunity? Reflecting sustained strong demand for its strategy, CQS New City High Yield Fund (NCYF) has traded at an average premium of 4.9% over the last five years. Whilst the discount spiked out in the depths of last year’s market trough, it quickly bounced back and NCYF was until very recently trading at […]
Burnished copper CQS Natural Resources Growth and Income (CYN) has provided exceptionally strong absolute and relative performance during the last 12 months, and has markedly outperformed its peer group. A key driver of this has been the managers’ preference for base metals, with significant exposure to copper being a major contributor. The managers believe that, […]
Burnished copper CQS Natural Resources Growth and Income (CYN) has provided exceptionally strong absolute and relative performance during the last 12 months, and has markedly outperformed its peer group. A key driver of this has been the managers’ preference for base metals, with significant exposure to copper being a major contributor. With supply struggling to […]
Burnished copper CQS Natural Resources Growth and Income (CYN) has provided exceptionally strong absolute and relative performance during the last 12 months, and has markedly outperformed its commodities and natural resources peer group. A key driver of this has been the managers’ preference for base metals, with significant exposure to copper being a major contributor. […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Drum Income Plus REIT saw its share price rally 75% in March following the announcement that its board was undertaking a strategic review to consider the future of the company, which it […]
Focus on tomorrow’s world With the roadmap out of lockdown and into economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put environmental, social and governance (ESG) at the forefront of its decision-making process for asset disposals and acquisitions, with longevity of income […]
Focus on tomorrow’s world With the roadmap out of lockdown and economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put ESG at the forefront of its decision-making on disposals and acquisitions, with longevity of income critical to the process. The manager says […]
Focus on tomorrow’s world With the roadmap out of lockdown and economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put ESG at the forefront of its decision-making on disposals and acquisitions, with longevity of income critical to the process. Identifying lasting trends […]
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 Research published over March Aberdeen Emerging Markets Investment Company – Cautiously optimistic “Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience […]
In this week’s show, James Carthew talked to Neil Hermon from Henderson Smaller Companies. 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 Ross Teverson from Jupiter Emerging & Frontier 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 […]
Cautiously optimistic Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience tells them that now is a good time to be cautious. They have been taking profits on some positions and reallocating funds […]
Cautiously optimistic Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience tells them that now is a good time to be cautious. They have been taking profits on some positions and reallocating funds […]
Cautiously optimistic Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience of investing in the space tells them that now is a good time to be cautious. They have been taking profits on […]
In this week’s show, Richard Williams talked to Richard Moffitt from Urban Logistics 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 – […]
An ESG leader in Asian equities Despite the difficulties of COVID-19, Aberdeen New Dawn (ABD) has provided very strong absolute and relative returns during the last 12 months. These are markedly ahead of its benchmark, the wider Asia ex-Japan region and global equity markets more generally. Asia is emerging from the pandemic in a position […]
An ESG leader in Asian equities Despite the difficulties of COVID-19, Aberdeen New Dawn (ABD) has provided very strong absolute and relative returns during the last 12 months. Specifically, its returns are markedly ahead of its benchmark, the wider Asia Japan region and global equity markets more generally. Asia is emerging from the pandemic in […]
An ESG leader in Asian equities Despite the difficulties of COVID-19, Aberdeen New Dawn (ABD) has provided very strong absolute and relative returns during the last 12 months. These are markedly ahead of its benchmark, the wider Asia ex Japan region and global equity markets more generally. Asia is emerging from the pandemic in a […]
Leveraging Asia’s rising star Vietnam’s response to the pandemic has been very effective and, reflecting this, the IMF has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes that Vietnam will be […]
Leveraging Asia’s rising star Vietnam’s response to the COVID-19 pandemic has been very effective and, reflecting this, the International Monetary FUND (IMF) has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes […]
Leveraging Asia’s rising star Vietnam’s response to the pandemic has been very effective and, reflecting this, the IMF has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes that Vietnam will be […]
Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]
Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]
Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]
Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, notes that this should work in its favour, as there is arguably a good chance that […]
Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its portfolio invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the […]
Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the […]
An abundance of alpha Apax Global Alpha (whose ticker is APAX, but has been abbreviated throughout as AGA) has been listed for just over five years, but has been in operation for well over a decade. AGA provides access to the private equity expertise of Apax Partners. It also has a portfolio of derived investments, […]
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