Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The question that many an investor has been thinking about for the past decade or so – whether/when the tech bubble is going to burst again – is probably being voiced louder than ever now. The sector and trusts exposed to it […]
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 […]
In this week’s show, James Carthew talked to Ben Ritchie and Georgina Cooper of Dunedin Income Growth Investment Trust. 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, […]
In this week’s show, James Carthew talked to Matthew Potter of Honeycomb Investment Trust. 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]. […]
Out in front In both total net asset value (NAV) and share price return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that stocks were priced more attractively outside of China has been paying […]
Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China has been paying off, led by its Taiwan-based […]
Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China appears to have been paying off, led by […]
On 26th May 2021, QuotedData hosted the last of three Spring webinars. This webinar was focused on Renewables and included presentations and Q&As from 4 investment companies’ managers, covering different aspects of this area. We were also joined by Dr JJ Traynor of Hydrogen One Capital who provided his insights into the hydrogen market. We would like […]
Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector. In March 2021, it […]
Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector (which should result in […]
Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector. In March 2021, it […]
Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As lower […]
Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors appear to have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As […]
Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As lower […]
In this week’s show, James Carthew talked to Georgina Brittain of JPMorgan Smaller Companies. 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]. […]
On 19th May 2021, QuotedData hosted the second of three Spring webinars. This webinar was focused on Private Equity and included presentations and Q&As from 4 investment companies’ managers, covering different aspects of this area. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch […]
Sunny outlook Ecofin US Renewables Infrastructure Trust (RNEW) is just a few months old, but has already deployed well over half of its IPO proceeds and declared its maiden dividend two months ahead of target, putting it well on the way to achieving its 7.0-7.5% total return and 5.25%-5.75% dividend yield target (based on the […]
Sunny outlook Ecofin US Renewables Infrastructure Trust (RNEW) is just a few months old, but has already deployed well over half of its IPO proceeds and declared its maiden dividend two months ahead of target, putting it well on the way to achieving its 7.0-7.5% total return and 5.25%-5.75% yield target (based on the $1 […]
Sunny outlook Ecofin US Renewables Infrastructure Trust (RNEW) is just a few months old, but has already deployed well over half of its IPO proceeds and declared its maiden dividend two months ahead of target. It is aiming to achieve a 7.0-7.5% total return and 5.25%-5.75% yield target (based on the $1 IPO price). RNEW’s […]
Watch our webinar below where we were joined by the managers of JPMorgan Japanese Investment Trust – Nicholas Weindling and Miyako Urabe who presented their latest views on the Japanese markets and the economy and answered the audience’s questions. Click here to watch We have compiled a short survey on this event, which we would […]
On firm footing Leading UK social housing investor, Civitas Social Housing (CSH), is on a firm footing as it steps up its growth plans. It has the investment firepower to grow its portfolio after securing new debt facilities. Significantly, it has also attained an investment grade credit rating that not only gives it access to […]
On firm footing The leading UK social housing investor, Civitas Social Housing (CSH), is on a firm footing as it steps up its growth plans. It has secured new debt facilities that will allow it to grow the portfolio in the near-term. Significantly, it has also attained an investment grade credit rating that not only […]
On firm footing The leading UK social housing investor, Civitas Social Housing (CSH), is on a firm footing as it steps up its growth plans. It has the investment firepower to grow its portfolio after securing new debt facilities. Significantly, it has also attained an investment grade credit rating that not only gives it access […]
In this week’s show, James Carthew talked to Stuart Widdowson of Odyssean Capital. Watch it again here – Part 1 Part 2 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 […]
On 12th May 2021, QuotedData hosted the first of three Spring webinars. This webinar was focused on Specialist Income and included presentations and Q&As from 4 investment companies’ managers, covering different income plays. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance It was another strong month for commodity funds, which have led the way in market return terms so far this year (see the appendix section for a breakdown of how all the sectors have performed this year). Gold had a strong month, following […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data April’s biggest movers in price terms are shown in the chart below. Diversified property companies were the winners in April as progress in the UK’s vaccination programme and roadmap out of lockdown continued unabated. Six of the top 10 best performing companies in price […]
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 […]
In this week’s show, James Carthew talked to Helen Steers of Pantheon International. 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]. The […]
