Research

Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments Toughing it out It has been another challenging quarter for the real estate sector as the COVID-19 pandemic continues to take its toll. The economy bounced back in the early part of the quarter after the national lockdown was lifted, while government schemes such as […]

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily as markets collapsed during the first quarter of 2020. However, the manager used the rout to take advantage of deep value opportunities, while adding risk to the portfolio, and SIGT has benefitted during both recovery phases. While small-mid caps have […]

Impressive returns in difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the five […]

Impressive returns in a difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the […]

Impressive returns in difficult market Montanaro European Smaller Companies (MTE) has generated impressive returns for investors over the past year and has outperformed its benchmark in four of the past five 12-month periods. The trust is ahead of both its benchmark and its peer group average by more than 80 percentage points over the five […]

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. There was an eclectic mix of property companies to feature in the top price movers for September. Top of the tree was private rented sector and residential development specialist Sigma Capital Group, […]

In this week’s show, James Carthew talked to Oliver Gardey from ICG Enterprise Trust. Watch it again here If you were looking for James Carthew’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]. […]

Building for a new normal As with the wider real estate investment trust (REIT) sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Rent collection rates have been impacted with many tenants struggling during the crisis and property values have fallen. Unlike many of its peers […]

Building for a new normal As with the wider REIT sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Unlike its peers however, a 52.7% weighting to the buoyant industrial sector gives it scope for enhanced rental growth. It has been on the front foot in […]

Building for a new normal As with the wider REIT sector, Standard Life Investments Property Income Trust’s (SLI) share price has been hit hard during the COVID-19 pandemic. Unlike its peers however, a 52.7% weighting to the buoyant industrial sector gives it scope for enhanced rental growth. Given that its nimble, sector-agnostic approach has seen […]

Keeping faith In June, faced with the task of replacing longstanding manager Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience of managing […]

Keeping faith In June, faced with the task of replacing its longstanding portfolio manager, Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience […]

Keeping faith In June, faced with the task of replacing longstanding manager Alastair Mundy, Temple Bar Investment Trust’s (TMPL’s) board reiterated its commitment to a value style of investing. The board has now opted to hand the management contract to Nick Purves and Ian Lance of RWC Partners, two managers with considerable experience of managing income […]

IMPORTANT INFORMATION NB: This is a marketing communication and not a prospectus. Marten & Co has been paid to prepare this note in relation to Tellworth British Recovery & Growth Trust Plc and has an arrangement with PrimaryBid Limited whereby Marten & Co may profit from applications made through that business. The note is based […]

IMPORTANT INFORMATION NB: This is a marketing communication and not a prospectus. Marten & Co has been paid to prepare this note in relation to Tellworth British Recovery & Growth Trust Plc and has an arrangement with PrimaryBid Limited whereby Marten & Co may profit from applications made through that business. The note is based […]

Peer group leading China exposure Since our most recent note, the managers of Aberdeen Emerging Markets Investment Company (AEMC) have significantly increased the fund’s exposure to China. With 38.9% of the fund now allocated to China and 72.5% to wider Asia-Pacific, extensive exposure is provided to the region that has been the quickest to return […]

Peer group leading China exposure Since our most recent note, the managers of Aberdeen Emerging Markets Investment Company (AEMC) have significantly increased the fund’s exposure to China. With 38.9% of the fund now allocated to China and 72.5% to wider Asia-Pacific, extensive exposure is provided to the region that has been the quickest to return […]

Peer group leading China exposure Since our most recent note, the managers of Aberdeen Emerging Markets Investment Company (AEMC) have significantly increased the fund’s exposure to China. With 38.9% of the fund now allocated to China and 72.5% to wider Asia-Pacific, extensive exposure is provided to the region that has been the quickest to return […]

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Home REIT Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Home REIT Plc and should be read in conjunction with the Home REIT […]

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Home REIT Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Home REIT Plc and should be read in conjunction with the Home REIT […]