Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a net asset value (NAV) total return over the period of 16.5% and a share price total return of 22.5%. The COVID-19 pandemic has only served to reinforce the strong characteristics of the European logistics […]
Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return is 12.1% YTD to the end of November, outpacing the MSCI World’s 10.9%). Investors appear to increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend target of 4% of […]
Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return is 12.1% YTD to the end of November, outpacing the MSCI World’s 10.9%). Investors increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend target of 4% of NAV) and […]
Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return for 2020 – to the end of November – is 12.1%, outpacing the MSCI World’s Index’s return of 10.9%). Investors increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend […]
A win-win scenario India, the world’s fifth-largest economy, has rebounded very strongly as COVID-related restrictions have eased; a fact that Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes has caught many observers by surprise. The key indicators suggest further recovery from here. India’s purchasing managers index (PMI) was 56.3 for November – a number […]
A win-win scenario India, the world’s fifth-largest economy, has rebounded very strongly as COVID-related restrictions have eased; a fact that Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes has caught many observers by surprise. The key indicators suggest the potential for further recovery from here (India’s PMI was 56.3 for November) and Gaurav says […]
A win-win scenario India, the world’s fifth-largest economy, has rebounded very strongly as COVID-related restrictions have eased; a fact that Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes has caught many observers by surprise. The key indicators suggest further recovery from here (India’s PMI was 56.3 for November) and Gaurav says that recent results […]
More to go for Polar Capital Technology (PCT) has shrugged off the pandemic, delivering returns of over 50% over the 12 months to the end of November 2020 and beating its benchmark by a substantial margin. This just extended a long run of good absolute and relative performance from the trust that has helped it […]
More to go for Polar Capital Technology (PCT) has shrugged off the effects of the COVID-19 pandemic, delivering returns of over 50% over the 12 months to the end of November 2020 and beating its benchmark (the Dow Jones Global Technology Index, in sterling terms) by a substantial margin. This just extended a long run […]
“More to go for” Polar Capital Technology (PCT) appears to have shrugged off the pandemic, delivering returns of over 50% over the 12 months to the end of November 2020 and beating its benchmark by a substantial margin. This just extended a long run of good absolute and relative performance from the trust that has […]
Infectious enthusiasm BlackRock Throgmorton Trust (THRG) has shrugged off the effects of COVID and delivered decent returns over 2020. Dan Whitestone, its manager, remains genuinely excited about THRG’s prospects. He has been banging the drum for the trust, encouraging investors to set aside any doubts over the outlook for the UK, and back THRG’s portfolio […]
Manager genuinely excited BlackRock Throgmorton Trust’s (THRG’s) share price has recovered from the effects of COVID-19 and delivered decent returns over 2020. Dan Whitestone, its manager, remains genuinely excited about THRG’s prospects. He has been banging the drum for the trust, encouraging investors to set aside any doubts over the outlook for the UK, and […]
Infectious enthusiasm BlackRock Throgmorton Trust (THRG) has shrugged off the effects of COVID-19, which triggered sharp falls in markets in March, and delivered decent returns over 2020. Dan Whitestone, its manager, remains genuinely excited about THRG’s prospects. He has been banging the drum for the trust, encouraging investors to set aside any doubts over the […]
In this week’s show, James Carthew talked to Steve Cook of Sequoia Economic Infrastructure 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 – [email protected]. […]
Strength to strength QuotedData’s initiation note on JPMorgan Japanese Investment Trust (JFJ) focused on the trust’s performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount has narrowed significantly, further boosting returns to shareholders. JFJ’s managers are optimistic about the future for […]
Strength to strength Our initiation note on JPMorgan Japanese Investment Trust (JFJ) focused on the trust’s impressive performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount has narrowed significantly, further boosting returns to shareholders. JFJ’s managers are optimistic about the future […]
Strength to strength Our initiation note on JPMorgan Japanese Investment Trust (JFJ), published in September this year, focused on the trust’s impressive performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount to NAV has narrowed significantly, further boosting returns to shareholders. […]
On the 8th December QuotedData hosted the last of three ESG focused webinars. This Governance webinar included presentations and Q&As from 4 investment companies’ managers focused on targeting underlying companies actively improving corporate governance practices and addressing inequality. We would like to thank all our speakers and our attendees for joining us. Click below to watch the presentations. David […]
In this week’s show, James Carthew talked to Denis Jackson and James Henderson of Law Debenture 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 […]
Robust high yield Henderson High Income’s (HHI‘s) dividend income proved relatively resilient in the face of COVID-19. Its manager says that it will likely dip into its revenue reserves to maintain its dividend this year and perhaps next, but having avoided the worst of the crisis, HHI manager David Smith sees little danger of these […]
Robust high yield Henderson High Income’s (HHI‘s) dividend income proved relatively resilient in the face of the COVID-19 pandemic. Because of the widespread dividend cuts that afflicted the UK market, HHI will likely dip into its revenue reserves to maintain its dividend this year and perhaps next. However, having avoided the worst of the crisis, […]
Robust high yield Henderson High Income’s (HHI‘s) dividend income proved relatively resilient in the face of COVID-19. It will likely dip into its revenue reserves to maintain its dividend this year and perhaps next, but having avoided the worst of the crisis, HHI manager David Smith sees little danger of these being exhausted. HHI is […]
On the 1st December QuotedData hosted the second of three ESG focused webinars. This Social webinar included presentations and Q&As from 4 investment companies’ managers focused on offering social solutions such as housing for the homeless or those with specialist care requirements. We would like to thank all our speakers and our attendees for joining us. Click below to […]
In this week’s show, James Carthew talked to Nicholas Weindling, manager of JPMorgan Japanese 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]. […]
A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by nine of the world’s best stock pickers. Investing sustainably is a strong theme […]
A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by what the manager believes are nine of the world’s best stock pickers. Investing […]
A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by nine of the world’s best stock pickers. Investing sustainably is a strong theme […]
On the 24th November QuotedData hosted the first of three ESG focused webinars. This Environmental webinar began with an overview from the AIC on the growth of ESG in the sector and was followed by presentations and Q&As from 3 investment companies’ managers focused on providing renewables solutions such as wind farms, solar power and energy […]
Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing exponentially, while supply of existing and new stock is depleted. This dynamic is even more acute in prime locations close to […]
Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing rapidly, while supply of existing and new property is dwindling. This supply-demand imbalance is even more acute in prime locations close […]
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