Caledonia Mining – Discounted gold – Caledonia Mining (Caledonia) has had a good start to 2018 and its share price is up 22.5% year to date. Caledonia produced 56.1koz of gold during 2017, marginally beating its guidance for production of 54-56koz, despite suffering from electricity shortages and underground logistical issues (which it says that it […]
Caledonia Mining – Discounted gold – Caledonia Mining (Caledonia) has had a good start to 2018 and its share price is up 22.5% year to date. Caledonia produced 56.1koz of gold during 2017, marginally beating its guidance for production of 54-56koz, despite suffering from electricity shortages and underground logistical issues (which it says that it […]
India Capital Growth – A return to earnings growth Earnings figures for the companies in India Capital Growth (IGC)’s portfolio are increasing as India puts the disruptive effects of demonetisation and the introduction of the Goods and Services Tax (GST) – both of which were covered in QuotedData’s March 2017 note – behind it. Rising […]
India Capital Growth – A return to earnings growth Earnings figures for the companies in India Capital Growth (IGC)’s portfolio are increasing as India puts the disruptive effects of demonetisation and the introduction of the Goods and Services Tax (GST) – both of which were covered in Marten & Co’s March 2017 note – behind […]
Seneca Global Income & Growth – Cutting back on equities – Seneca Global Income & Growth Trust’s (SIGT’s) manager continues to expect a global recession in 2020, with a global bear market in equities in 2019. In anticipation, it laid out its strategy of gradually reducing the trust’s exposure to shares in companies and recent […]
Seneca Global Income & Growth – Cutting back on equities Seneca Global Income & Growth Trust’s (SIGT’s) manager continues to expect a global recession in 2020, with a global bear market in equities in 2019. In anticipation, it laid out its strategy of gradually reducing the trust’s exposure to shares in companies and recent events have […]
Civitas Social Housing – Socially beneficial investing In a world where investors want above-average, predictable, inflation-linked income; returns from an asset class whose values do not move in-line with equity markets; the ability to buy and sell easily; AND the chance to invest in a company that provides a clear benefit to society, few investments […]
Civitas Social Housing – Socially beneficial investing; In a world where investors want above-average, predictable, inflation-linked income; returns from an asset class whose values do not move in-line with equity markets; the ability to buy and sell easily; AND the chance to invest in a company that provides a clear benefit to society, few investments make […]
Herald Investment Trust – From small acorns …. – Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from 24 holdings, all of which at least doubled […]
Herald Investment Trust – From small acorns …. – Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from 24 holdings, all of which at […]
QuotedData’s Economic round up – June 2018 is 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 […]
QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. The premium of biotech company, Syncona, rose on positive news on two of its […]
Aberdeen Emerging Markets – 10.6% a year for 20 years Aberdeen Emerging Markets (AEMC) will be 20 years old on 22 June 2018. This is no small feat; it has survived numerous crises in emerging markets (EM), the distortions of ‘hot money’ (where investors flood into, and later out of, whichever market or sector happens […]
Aberdeen Emerging Markets – 10.6% a year for 20 years Aberdeen Emerging Markets (AEMC) will be 20 years old on 22 June 2018. This is no small feat; it has survived numerous crises in emerging markets (EM), the distortions of ‘hot money’ (where investors flood into, and later out of, whichever market or sector happens to […]
JPMorgan Russian Securities – Beyond politics Beyond politics Russia’s relationship with the West is deteriorating. A brief period of optimism that accompanied President Trump’s election proved fleeting and recent events suggest that any hope of an easing of sanctions in the short-term is ebbing away. President Putin has secured his election victory but, amid new US […]
JPMorgan Russian Securities – Beyond politics Russia’s relationship with the West is deteriorating. A brief period of optimism that accompanied President Trump’s election proved fleeting and recent events suggest that any hope of an easing of sanctions in the short-term is ebbing away. President Putin has secured his election victory but, amid new US sanctions […]
QuotedData’s economic round up – May 2018 is 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 […]
QuotedData investment companies roundup – May 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]
Premier Global Infrastructure Trust – Swings and roundabouts – Premier Global Infrastructure Trust (PGIT) has had a difficult start to 2018. Global markets have been focusing on growth and neglecting areas that are perceived as being defensive, such as utilities and infrastructure. PGIT’s capital structure has amplified the impact on the ordinary share NAV. However, […]
Premier Global Infrastructure Trust – Swings and roundabouts – Premier Global Infrastructure Trust (PGIT) has had a difficult start to 2018. Global markets have been focusing on growth and neglecting areas that are perceived as being defensive, such as utilities and infrastructure. PGIT’s capital structure has amplified the impact on the ordinary share NAV. However, valuation measures […]
Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]
QuotedData’s economic round up – April 2018 is 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 […]
QuotedData investment companies roundup – April 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
Ecofin Global Utilities and Infrastructure – On the contrary …. – Ecofin Global Utilities and Infrastructure (EGL) had a strong 2017, beating the MSCI World Utilities Index by a significant margin. Utilities and infrastructure have got off to a difficult start in 2018 however, suffering from negative sentiment as markets have focused on the heightened prospect of […]
Ecofin Global Utilities and Infrastructure – On the contrary …. – Ecofin Global Utilities and Infrastructure (EGL) had a strong 2017, beating the MSCI World Utilities Index by a significant margin. Utilities and infrastructure have got off to a difficult start in 2018 however, suffering from negative sentiment as markets have focused on the heightened […]
CQS New City High Yield – “Conservative and boring” – In the words of its manager, Ian Francis, CQS New City High Yield Fund (NCYF) is “really conservative and boring”! However, NCYF offers a high yield and has beaten the consumer price index, Libor and the MSCI UK Index by significant margins over the last 10 years; […]
CQS New City High Yield – “Conservative and boring” – In the words of its manager, Ian Francis, CQS New City High Yield Fund (NCYF) is “really conservative and boring”! However, NCYF offers a high yield and has beaten the consumer price index, Libor and the MSCI UK Index by significant margins over the last […]
Aberdeen Frontier Markets – No closet-tracker – In a major shift in how its structured, Aberdeen Frontier Markets (AFMC) last year moved from investing indirectly via funds to investing directly into shares of listed companies. This was mostly completed by the end of June 2017. AFMC has underperformed the MSCI Frontier Markets Index by some margin and […]
Aberdeen Frontier Markets – No closet-tracker – In a major shift in how its structured, Aberdeen Frontier Markets (AFMC) last year moved from investing indirectly via funds to investing directly into shares of listed companies. This was mostly completed by the end of June 2017. AFMC has underperformed the MSCI Frontier Markets Index by some […]
QuotedData investment companies roundup – March 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2018. Kindly sponsored by Baillie Gifford. Equity markets continued to run up in early February, supported by strong corporate earnings […]
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