Research

In this week’s show, James Carthew spoke to Tim Levene from Augmentum. 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 on [email protected]. Additionally, if you would prefer to watch […]

Urban Logistics REIT REITs | Annual overview | 10 January 2024 A re-rating candidate If an inflexion point in the interest rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of SHED’s […]

Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of its portfolio […]

Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) appears to be an attractive proposition. Valuations look to have stabilised – as evidenced by a 0.2% uplift in the […]

Polar Capital Technology Investment companies | Annual Overview | 9 January 2024 The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost […]

Polar Capital Technology Investment companies | Update | 9 January 2024 The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost 80% […]

Polar Capital Technology Investment companies | Annual Overview | 9 January 2024  The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost […]

In this week’s show, James Carthew and Andrew McHattie from Investment Trust Newsletter reviewed the investment companies sector in 2023. If there is a guest speaker you’d particularly like to hear from, please email us on [email protected]. Additionally, if you would prefer to watch and ask questions live, please join us every Friday at 11am.

Rights and Issues Investment Trust Investment companies | Update | 19 December 2023  Old dog, new tricks  We are now more than 12 months into Jupiter Asset Management’s tenure managing the Rights and Issues investment trust (RIII), following the retirement of Simon Knott, who was at the helm for 39 years. New managers Dan Nickols […]

Rights and Issues Investment Trust Investment companies | Update | 19 December 2023  Old dog, new tricks We are now more than 12 months into Jupiter Asset Management’s tenure managing the Rights and Issues investment trust (RIII), following the retirement of Simon Knott, who was at the helm for 39 years. New managers Dan Nickols […]

Rights and Issues Investment Trust Investment companies | Update | 19 December 2023   Old dog, new tricks  We are now more than 12 months into Jupiter Asset Management’s tenure managing the Rights and Issues Investment Trust (RIII), following the retirement of Simon Knott, who was at the helm for 39 years. New managers Dan […]

Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]

Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption Vietnam Holding (VNH) has provided both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, with the support of Vietnam’s […]

Vietnam Holding Limited Investment companies | Annual overview | 15 December 2023 Bringing you redemption  Vietnam Holding (VNH) continues to provide both a peer group and benchmark beating performance (it is the top-performing Vietnamese fund in NAV terms over one, three and five years – see pages 18 to 20) and, aided by Vietnam’s long-term […]

Oakley Capital Investments Investment companies | Update | 15 December 2023 Walking the walk  Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver market beating shareholder returns. A focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio appears to be well insulated as financial conditions have tightened, which […]

Oakley Capital Investments Investment companies | Update | 15 December 2023 Walking the walk  Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver outstanding, market beating shareholder returns. Its focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio remains well insulated as financial conditions have tightened, highlighted by […]

Oakley Capital Investments  Investment companies | Update | 15 December 2023 Walking the walk Despite broader economic challenges, Oakley Capital Investments (OCI) continues to deliver outstanding, market beating shareholder returns. Its focus on cash-generative companies with recurring revenues and asset-light business models means the portfolio remains well insulated as financial conditions have tightened, highlighted by […]

Henderson High Income Investment companies | Update | 14 December 2023 Improving outlook on a double discount Henderson High Income (HHI) has recently announced that Henderson Diversified Income will be merged into it, subject to shareholder approval, which will add advantages of scale to HHI in the coming months. For the new HHI shareholders, the […]

Henderson High Income  Investment companies | Update | 14 December 2023 Improving outlook on a double discount Henderson High Income (HHI) has recently announced that Henderson Diversified Income will be merged into it, subject to shareholder approval, which will add advantages of scale to HHI in the coming months, such as enhanced liquidity and the […]

Henderson High Income Investment companies | Update | 14 December 2023 Improving outlook on a double discount Henderson High Income (HHI) has recently announced that Henderson Diversified Income will be merged into it, subject to shareholder approval, which would add advantages of scale to HHI in the coming months. HHI’s manager David Smith believes that […]

Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Property stocks bounced back in November after a difficult few months, with the median share price across the sector up 8.2%. Investor sentiment towards the sector improved as hopes that interest rates have hit […]

December 2023 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in November 2023 November marked one of the best months of performance in recent memory, with gains felt across multiple asset classes. The catalyst for this was the market’s expectation that we have hit peak interest rates and that we may be […]

Economic and Political Roundup Investment companies | Monthly | December 2023 November saw a deepening of the world’s geopolitical woes, with intensifying conflict in the Middle East and continued belligerence in Ukraine. Despite the hostilities, the market mood was optimistic thanks to collapsing US Treasury yields, driving government bonds to their best monthly return since […]

Polar Capital Global Financials Trust Investment companies | Annual Overview | 12 December 2023 Pessimism overdone, time to buy As inflation eases and its looks increasingly like interest rates have peaked for now, the only major potential negative overhanging the financials sector is the thought that central banks may have overdone their tightening, which will […]

Polar Capital Global Financials Trust Investment companies | Annual Overview | 12 December 2023 Pessimism overdone, time to buy As inflation eases and its looks increasingly like interest rates have peaked for now, the only major potential negative overhanging the financials sector is the thought that central banks may have overdone it and a recession […]

Polar Capital Global Financials Trust Investment companies | Annual overview | 12 December 2023 Pessimism overdone, time to buy? As inflation seems to be easing and its looks increasingly like interest rates may have peaked for now, one potential negative overhanging the financials sector is the thought that central banks may have overdone their tightening […]

In this week’s show, James Carthew spoke to Joe Bauernfreund from AVI Japan Opportunity 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 on [email protected]. Additionally, if you would […]

Pacific Horizon Investment companies | Annual overview | 6 December 2023 Consistent growth and quality bias  Despite the significant headwinds that have faced both Asia and growth strategies during the last 12 months, Pacific Horizon’s (PHI’s) net asset value (NAV) has held up so that its long-term track record of outperformance versus peers (see pages […]

Pacific Horizon Investment companies | Annual Overview | 6 December 2023 Consistent growth and quality bias Despite the significant headwinds that have faced both Asia and growth strategies during the last 12 months, Pacific Horizon’s (PHI’s) NAV has held up so that its long-term (five- and 10-year) track record of outperformance versus peers (see page […]

Pacific Horizon Investment companies | Annual overview | 6 December 2023 Consistent growth and quality bias Despite the significant headwinds that have faced both Asia and growth strategies during the last 12 months, Pacific Horizon’s (PHI’s) NAV has held up so that its long-term (five- and 10-year) track record of outperformance versus peers (see pages […]