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 […]
Ahead of the curve Henderson Diversified Income (HDIV) is managed with a focus on good quality issuers operating in growing industries. Sustainability is an important factor in any assessment of quality. On 25 February 2022, shareholders overwhelmingly approved a new investment objective and policy that seeks to better define and highlight the trust’s approach to […]
Ahead of the curve Henderson Diversified Income (HDIV) is managed with a focus on good quality issuers of debt securities operating in growing industries. Sustainability is an important factor in any assessment of quality. On 25 February 2022, shareholders overwhelmingly approved a new investment objective and policy that seeks to better define and highlight the […]
Ahead of the curve Henderson Diversified Income (HDIV) is managed with a focus on good quality issuers operating in growing industries. Sustainability is an important factor in any assessment of quality. On 25 February 2022, shareholders overwhelmingly approved a new investment objective and policy that seeks to better define and highlight the trust’s approach to […]
In this week’s show, James Carthew talked to James Harries of Securities Trust of Scotland. 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 […]
Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector could prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
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 […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the charts below. The geopolitical uncertainty caused by the Russian invasion of Ukraine has hit markets hard. On the whole, the property sector suffered losses during February, but there were a few companies that saw […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Commodities & natural resources was the top-performing sector for a second month in a row, as energy prices soared even further following Russia’s invasion of Ukraine. The ongoing crisis has resulted in extreme volatility for the commodities market with Brent hitting almost $140-a-barrel, […]
In this week’s show, James Carthew talked to Thomas Moore of Aberdeen Standard Equity Income. 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 […]
In this week’s show, Matthew Read talked to Ian Francis from New City High Yield 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 […]
