Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance After an already difficult first quarter to the year, April proved no different as the war in Ukraine, Covid-induced lockdowns in China and the prospect of a tighter monetary policy in the US all weighed on sentiment. In terms of performance within the […]
In this week’s show, James Carthew talked to Robert Guest from Foresight Sustainable Forestry. 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. Additionally, if you would prefer […]
Last man standing Henderson High Income (HHI) appears to have enjoyed something of a UK revival for a year now, boosted by the pandemic recovery and a game of catch-up among dividend-paying companies, which manager David Smith believes still have further to go. Concerns around inflation, and now the Russo-Ukrainian conflict, linger – but the […]
Last man standing Henderson High Income (HHI) has enjoyed something of a UK revival for a year now, boosted by a recovery from the pandemic and a game of catch-up among dividend-paying companies, which manager David Smith says still have further to go. Concerns around inflation, and now the Russo-Ukrainian conflict, linger – but the […]
Last man standing Henderson High Income (HHI) has enjoyed something of a UK revival for a year now, boosted by the pandemic recovery and a game of catch-up among dividend-paying companies, which manager David Smith says still have further to go. Concerns around inflation, and now the Russo-Ukrainian conflict, linger – but the trust’s focus […]
In this week’s show, James Carthew talked to Viktor Szabó from abrdn Latin American Income Fund. 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. Additionally, if you […]
Real Estate Quarterly Review Kindly sponsored by Abrdn Value to be found in topsy-turvy market The first three months of 2022 have been full of significant events. Investor caution followed Russia’s invasion of Ukraine and put paid to a London-listed property company with a portfolio of Russian assets (see page 6 for details). The cost-of-living crisis […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments From COVID to conflict 23 March 2022 marked two years since the UK’s nationwide lockdown was implemented in response to the outbreak of COVID-19. While cases and lockdowns are still occurring across the globe to varying degrees, it appears we are over the […]
In this week’s show, Jayna Rana talked to Yoojeong Oh from abrdn Asian Income Fund. 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. Additionally, if you would […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairs 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 abrdn Performance The Russo-Ukrainian conflict, which began at the end of February, worsened over March which, unsurprisingly, caused further volatility in global markets and a significant impact on energy, metals, and wheat prices. That has been good news for commodity exporting regions such as Latin […]
Real Estate Roundup Kindly sponsored by abrdn Performance data March’s biggest movers in price terms are shown in the charts below. Property stocks generally rallied in March, perhaps due to the relative inflation hedge they can provide. There were two outliers in Dublin office specialist Hibernia REIT and small-cap South East of England landlord McKay […]
Riding out the storm Polar Capital Global Financials Trust (PCFT) has been a beneficiary of renewed interest in the financials sector, as economies reopen and interest rates begin to edge up (higher rates should feed into higher margins for banks). Incredibly, the sector is yet to make up the ground it lost relative to the […]
Riding out the storm Polar Capital Global Financials Trust (PCFT) has been a beneficiary of renewed interest in the financials sector, as economies reopen from the effects of lockdowns and interest rates begin to edge up (as we explain in this note, higher rates should feed into higher margins for banks). Incredibly, the sector is […]
Riding out the storm Polar Capital Global Financials Trust (PCFT) has been a beneficiary of renewed interest in the financials sector, as economies reopen and interest rates begin to edge up (higher rates should feed into higher margins for banks). Incredibly, the sector is yet to make up the ground it lost relative to the […]
In this week’s show, James Carthew talked to Ian Lance from Temple Bar Investment 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. Additionally, if you would […]
It’s all about renewables The energy sector has reportedly been buoyant over the past 18 months, and the manager of JLEN Environmental Assets (JLEN) thinks that the trust is well-positioned to benefit. Initiatives such as COP26, incoming TCFD regulations and the Russo-Ukrainian crisis, combined with rising inflation and power prices, appear to have heightened the […]
It’s all about renewables The energy sector has been particularly buoyant over the past 18 months, and JLEN Environmental Assets (JLEN) is well-positioned to benefit. Initiatives such as COP26, incoming TCFD regulations and the Russo-Ukrainian crisis, combined with rising inflation and power prices, have only heightened the attractions of renewable energy. The managers have identified […]
It’s all about renewables The renewable energy sector has been particularly buoyant over the past 18 months, and JLEN Environmental Assets (JLEN) is well-positioned to benefit. Initiatives such as the United Nations Climate Change Conference (COP26), new regulations on climate related financial disclosure – TCFD – and the Russo-Ukrainian crisis, combined with rising inflation and […]
In this week’s show, James Carthew talked to Blake Hutchins of Troy Income & Growth. 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. Additionally, if you would […]
Clear path to growth Having just had its first birthday in December, Ecofin US Renewables Infrastructure (RNEW) has had plenty of reasons to celebrate. It successfully deployed all its IPO proceeds ahead of target and managed to increase its dividend each quarter, bringing its aggregate total dividends for 2021 to 3.2 cents per ordinary share, […]
Clear path to growth Having just had its first birthday in December, Ecofin US Renewables Infrastructure (RNEW) has had plenty of reasons to celebrate. It successfully deployed all its IPO proceeds ahead of target and managed to increase its dividend each quarter, bringing its aggregate total dividends for 2021 to 3.2 cents per ordinary share, […]
Clear path to growth Having just had its first birthday in December, Ecofin US Renewables Infrastructure (RNEW) has had a number of reasons to celebrate. It deployed all its IPO proceeds ahead of target and managed to increase its dividend each quarter, bringing its aggregate total dividends for 2021 to 3.2 cents per ordinary share, […]
Unfazed by market turmoil Montanaro European Smaller Companies (MTE) has built up a good long-term track record while following its approach of backing companies selected by the manager for their quality and their growth potential for the long-term. In recent months, fears of rate increases (in response to rising inflation) appear to have triggered a […]
Unfazed by market turmoil Montanaro European Smaller Companies (MTE) has built up an enviable track record by backing high-quality growing companies for the long-term. In recent months, fears of interest rate increases (in response to rising inflation) have triggered a sharp reversal of sentiment towards ‘growth’ stocks. The war in Ukraine has made investors more […]
Unfazed by market turmoil Montanaro European Smaller Companies (MTE) has built up an enviable track record by backing high-quality growing companies for the long-term. In recent months, fears of rate increases (in response to rising inflation) have triggered a sharp reversal of sentiment towards growth stocks. The Ukrainian war has made investors more risk averse, […]
Time to look forward Strategic Equity Capital’s (SEC) shareholders have overwhelmingly approved proposals to address the trust’s discount and provide liquidity to those shareholders that need it. The focus should now switch to the trust’s much-improved track record under manager Ken Wotton at Gresham House Asset Management (GHAM). SEC’s investment approach emphasises qualities such as […]
Time to look forward Strategic Equity Capital’s (SEC) shareholders have overwhelmingly approved proposals that the board hopes will address the trust’s discount and provide liquidity to those shareholders that need it. The board and manager believe that investors’ focus should now switch to the trust’s much-improved track record under manager Ken Wotton at Gresham House […]
Time to look forward In a vote held on 23 March 2022, Strategic Equity Capital’s (SEC) shareholders have overwhelmingly approved proposals to address the trust’s discount and provide liquidity to those shareholders that need it. We believe that the focus should now switch to the trust’s much-improved track record under manager Ken Wotton at Gresham […]
In this week’s show, James Carthew talked to Tom Moore and Henrik Dahlström of Downing Renewables Infrastructure. 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. Additionally, if […]
