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 […]
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 NAV fell by some 30.4%. However, the manager used the rout to take advantage of deep value opportunities (increasing exposure to UK equities, for example) and […]
QuotedData’s property summer conference – weekly webinar series Throughout the month QuotedData hosted a weekly webinar property conference. The series covered 18 property companies. We would like to thank all our speakers for providing their thoughts on property markets and our attendees for joining us. Click below to watch the recordings – Week 1 Aberdeen […]
QuotedData’s property summer conference – weekly webinar series Throughout the month QuotedData hosted a weekly webinar property conference. The series covered 18 property companies. We would like to thank all our speakers for providing their thoughts on property markets and our attendees for joining us. Click below to watch the recordings – Week 1 Aberdeen […]
In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments about the trust, it is managed and the wide (double) discount that it trades on. 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 (seemed more logical!) […]
Preference shares paying dividends Shires Income (SHRS) has been weathering the dividend crisis better than many of its peers. Holding a portfolio of preference shares, which contribute over 30% to income generation – and, crucially, have not been affected by regulatory restrictions on dividends – is a major competitive advantage. SHRS’s manager, Iain Pyle, expects […]
Preference shares paying dividends Shires Income (SHRS) has been weathering the storm of dividend cuts better than many of its peers. Holding a portfolio of preference shares, which contribute over 30% to income generation – and, crucially, have not been affected by regulatory restrictions on dividends – has proved to be a major competitive advantage. […]
COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 29th July we held the fourth of our summer property webinars where the managers of Triple Point Social Housing, CEIBA Limited, Supermarket Income REIT, Schroder European Real Estate Investment Trust gave presentations on their fund, the property sector as a whole and […]
Interview with Craig Baker on Alliance Trust In this week’s show, James Carthew talked to Craig Baker, chief investment officer of Willis Towers Watson and chairman of the investment committee of Alliance Trust. Craig explains how the global investment trust is managed. Watch it again here We’ll be back next week (31 July at 11am), […]
COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 22nd July we held the third of our summer property webinars where the managers of BMO Commericial Property Trust, Standard Life Investments Property Income, Hibernia REIT and Grit Real Estate Income Group gave presentations on their fund, the property sector as a […]
Favourable style and structure Henderson Diversified Income (HDIV) is managed with a distinct investment style which favours businesses with sustainable cash flows. Some of the sectors that have been worst affected by the COVID-19 pandemic, such as airlines and energy, were therefore absent from the portfolio. The managers took advantage of HDIV’s closed-end structure to […]
Favourable style and structure Henderson Diversified Income (HDIV) is managed with a distinct investment style which favours businesses with sustainable cash flows. Some of the sectors that have been worst affected by the pandemic, such as airlines and energy, were therefore absent from the portfolio. The managers took advantage of HDIV’s closed-end structure to take […]
