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 […]
In this week’s show, James Carthew talked to Tim Levene of Augmentum Fintech 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]. […]
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 […]
In this week’s show, James Carthew talked to Jean Hugues de Lamaze of Ecofin Global Utilities and Infrastructure 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 […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. There were some interesting price rises during the month of August as investors’ search for returns took them to property companies that have seen their share prices severely depressed during the Covid-19 […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over August: Aberdeen New Dawn – COVID positive “In […]
Economic & Political 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 sell […]
Number one over three years JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group over three years by some margin (see page 14). The trust’s performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have been in demand in a […]
Number one for a good reason JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group over three years by some margin (see page 14). The trust’s remarkable performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have been in demand […]
Number one for a good reason Over three years, JPMorgan Japanese Investment Trust (JFJ) is the best-performing trust in its peer group of competing funds by some margin (see page 15). The trust’s remarkable performance record has been achieved by following a conviction-driven stock-picking approach that focuses on quality and growth, two aspects that have […]
In this week’s show, James Carthew talked to George Ensor of River & Mercantile Micro Cap 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, […]
Following on from an exceptional year of performance for the ordinary shareholders of Premier Global Infrastructure Trust (PGIT) in 2019, the trust had a good start in 2020. Whilst it suffered heavily in the market rout, it has bounced back strongly (in both cases the moves were amplified by PGIT’s significant gearing). By the end […]
Following on from an exceptional year of performance for the ordinary shareholders of Premier Global Infrastructure Trust (PGIT) in 2019, the trust had a good start in 2020. Whilst it suffered heavily in the pandemic-related market crash, it has bounced back strongly (in both cases the moves were amplified by the gearing effect of PGIT’s […]
COVID positive In common with other Asian-focused trusts, Aberdeen New Dawn (ABD) has recovered the ground it lost in the early stages of the COVID-19-related market fall and moved into positive territory for 2020 (in NAV terms at least). James Thom, ABD’s manager, was able to make some opportunistic purchases for the portfolio as other […]
COVID positive In common with other Asian-focused trusts, Aberdeen New Dawn (ABD) has recovered the ground it lost in the early stages of the COVID-19-related market fall and moved into positive territory for 2020 (in NAV terms at least). James Thom, ABD’s manager, was able to make some opportunistic purchases for the portfolio as other […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data July’s biggest movers in price terms are shown in the chart below. A number of REITs and property companies saw big share price gains over the month of July as covid-19 restrictions started to ease across the UK and greater economic stimulus was revealed. […]
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over July: Seneca Global Income & Growth – […]
Economic & Political 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 sell […]
Hot stuff The covid-19 pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline. This has exacerbated the supply deficit, leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% so far in 2020), but the managers of Geiger […]
On the 20th July QuotedData hosted a webinar entitled “Covid-19 – Impact on Markets”. The webinar provided both professional and private investors access to 3 investment company managers covering either specific geographic regions or investment sectors. The managers discussed their funds and shared their views on the potential changes for their investment area following the pandemic […]
Hot stuff The pandemic has heavily impacted global uranium production, taking around 20% of global capacity offline, exacerbating the supply deficit and leading to users running down inventories at an even faster rate. The net effect has been a rising uranium price (up 32% YTD), but the managers of Geiger Counter (GCL) believe that there […]
On the rebound Seneca Global Income & Growth Trust’s (SIGT’s) UK-biased value style and mid-cap exposure suffered heavily during the first quarter of 2020 as markets collapsed – its net asset value (NAV) fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities and SIGT has benefitted as […]
