High yield on rebased dividend Whilst falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand) have weighed on GCP’s NAV in recent quarters, the good news on vaccines may provide some relief. QuotedData’s last note discussed the rationale for GCP’s rebased 7p annual dividend. Even after […]
Compelling yield Whilst falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand) have weighed on GCP’s NAV in recent quarters, the good news on vaccines should provide some relief. We explained the rationale for GCP’s rebased 7p annual dividend in our last note. We would note […]
Compelling yield Falling power price forecasts (the product of a range of factors, including lower gas prices and reduced demand, as we explain on page 10) have weighed on GCP’s NAV in recent quarters. However, the good news on vaccines should provide some relief. We explained the rationale for GCP’s rebased 7p annual dividend in […]
QuotedData’s weekly news show 8 January 2020. Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew was joined by Andrew McHattie for a round up of the investment trust sector in 2020: Watch it again here – Part 1 […]
Grounds for optimism? Last year, as COVID-19-related panic took hold of markets, Henderson Diversified Income’s (HDIV’s) managers geared up to pick up some bargains and lock in an attractive revenue stream. The discovery of a number of vaccines for COVID-19 has since injected hope into markets and triggered a sharp recovery in stock and bond […]
Grounds for optimism Last year, as COVID-19-related panic took hold of markets, Henderson Diversified Income’s (HDIV’s) managers increased HDIV’s exposure to the market by borrowing money to invest and increasing the trust’s holdings of credit derivatives (see page 8 for an explanation). This enabled the trust to pick up some bargains and lock in an […]
Grounds for optimism Last year, as COVID-19-related panic took hold of markets, Henderson Diversified Income’s (HDIV’s) managers geared up to pick up some bargains and lock in an attractive revenue stream. The discovery of a number of vaccines for COVID-19 has since injected hope into markets and triggered a sharp recovery in stock and bond […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the chart below. The eagerly awaited news of a successful vaccine candidate came at the start of November, boosting the stock market. Property companies that had seen their share price battered over the past eight […]
December 2020 Monthly roundup | Investment companies Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Winners and losers in November November’s median total share price return from investment companies was 9.2% (the average was 9.9%), which compares with 0.3% last month. Over the year-to-date, median returns are down by (1.7%). Please refer to the […]
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 […]
Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a 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 sector, where a […]
Expansion on the radar As Aberdeen Standard European Logistics Income (ASLI) marks its third anniversary since launch, it has recorded a 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 sector, where a […]
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 […]
