QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
Seneca Global Income & Growth – Walk the walk Marten & Co has published a note on a company in the flexible investment sector. In mid-2017, Seneca Global Income & Growth Trust’s (SIGT’s) manager set out a clear road map of how it would gradually reduce the trust’s weighting to equities over the next couple of years. […]
QuotedData has published a note on a company in the flexible investment sector. Seneca Global Income & Growth – Walk the walk In mid-2017, Seneca Global Income & Growth Trust’s (SIGT’s) manager set out a clear road map of how it would gradually reduce the trust’s weighting to equities over the next couple of years. […]
QuotedData investment companies roundup – January 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 December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
QuotedData’s economic round up – January 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 – December 2017 – 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 November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]
QuotedData’s economic round up – December 2017 – 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 […]
Standard Life Private Equity – A good year; more to come? Marten & Co is publishing a new update note on a company in the private equity sector. With its recent results announcement, Standard Life Private Equity (SLPE) has posted decent returns (an NAV total return of 14.9% and share price total return of 31.9%). SLPE has benefitted […]
QuotedData is publishing a new update note on a company in the private equity sector. Standard Life Private Equity – A good year; more to come? With its recent results announcement, Standard Life Private Equity (SLPE) has posted decent returns (an NAV total return of 14.9% and share price total return of 31.9%). SLPE has […]
Herald Investment Trust – Who wants to be a billionaire? Herald, the small cap technology, communications and multimedia trust, recently passed a remarkable milestone. It has created more than £1bn for investors since it launched in 1994. Katie Potts, who has managed the fund over its entire life, points out that £98m was raised from […]
Herald Investment Trust – Who wants to be a billionaire? Herald, the small cap technology, communications and multimedia trust, recently passed a remarkable milestone. It has created more than £1bn for investors since it launched in 1994. Katie Potts, who has managed the fund over its entire life, points out that £98m was raised from […]
Premier Global Infrastructure Trust – Evolution, not revolution Premier Global Infrastructure Trust (PGIT), formerly Premier Energy & Water, has announced a change of investment emphasis within its portfolio. PGIT’s investment objectives remain unchanged (high income and long-term capital growth – see below) but fuller use is now being made of the existing authority to invest in […]
Jupiter Emerging & Frontier Income – A very successful fund raise Jupiter Emerging & Frontier Income (JEFI) offers investors access to the potentially exciting long-term growth prospects of emerging and frontier markets (see page 3) and one of the highest dividend yields in its peer group. Its portfolio is relatively focused, with just 44 holdings, yet […]
Jupiter Emerging & Frontier Income – A very successful fundraise Jupiter Emerging & Frontier Income (JEFI) offers investors access to the potentially exciting long-term growth prospects of emerging and frontier markets (see page 3) and one of the highest dividend yields in its peer group. Its portfolio is relatively focused, with just 44 holdings, yet […]
Premier Global Infrastructure Trust – Evolution, not revolution Premier Global Infrastructure Trust (PGIT), formerly Premier Energy & Water, has announced a change of investment emphasis within its portfolio. PGIT’s investment objectives remain unchanged (high income and long-term capital growth – see below) but fuller use is now being made of the existing authority to invest […]
Pre IPO: Aberdeen Standard European Logistics Income – “Regular and attractive income” Aberdeen Standard European Logistics Income (ASLI or the company) is a new company that intends to qualify as an investment trust. It will invest in a diversified portfolio of ‘big box’ logistics and ‘last mile’ urban warehouse assets in Europe (this includes both […]
Aberdeen Standard European Logistics Income (ASLI or the company) is a new company that intends to qualify as an investment trust. It will invest in a diversified portfolio of ‘big box’ logistics and ‘last mile’ urban warehouse assets in Europe (this includes both the UK and the Nordic countries – download the research and view […]
Central Asia Metals – Accretive transaction boosts cash flow and dividend paying capacity Central Asia Metals (CAML) has transformed itself from a single-asset copper producer to a significantly larger base-metal producer. The acquisition appears to have added a lot of value to the company and has added another low-cost base metal operation. Marten & Co’s […]
Central Asia Metals (CAML) has transformed itself from a single-asset copper producer to a significantly larger base-metal producer. The acquisition appears to have added a lot of value to the company and has added another low-cost base metal operation. QuotedData’s model suggests that this could allow CAML to almost double its earnings per share (EPS), […]
QuotedData’s economic round up – November 2017 – 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 – November 2017 – 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 October 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]
Ecofin Global Utilities and Infrastructure – Delivering the goods – The manager of Ecofin Global Utilities and Infrastructure Trust (EGL), which invests in utilities and other economic infrastructure equities, says that the company’s portfolio has benefited from having an overweight position in continental European stocks, good stock selection and an upswing in power prices which have moved […]
Ecofin Global Utilities and Infrastructure – Delivering the goods The manager of Ecofin Global Utilities and Infrastructure Trust (EGL), which invests in utilities and other economic infrastructure equities, says that the company’s portfolio has benefitted from having an overweight position in continental European stocks, good stock selection and an upswing in power prices which have […]
Henderson Diversified Income Trust – Dear Prudence In the face of declining yields across its investment universe, the managers of Henderson Diversified Income Trust plc (HDIV) have decided to take a pragmatic and sensible approach by refusing to chase higher yielding but riskier opportunities. Instead the trust is paying the price for prudence by cutting its dividend. […]
Henderson Diversified Income Trust – Dear Prudence In the face of declining yields across its investment universe, the managers of Henderson Diversified Income Trust plc (HDIV) have decided to take a pragmatic and sensible approach by refusing to chase higher yielding but riskier opportunities. Instead the trust is paying the price for prudence by cutting […]
Pacific Horizon – Top of the Pops! – Pacific Horizon (PHI) has benefitted strongly as both the Asia ex Japan region and technology stocks, to which PHI has a significant exposure, have rallied. This has seen it move up the competitor peer-group rankings so that it is first and second, in terms of NAV total return, over […]
Pacific Horizon – Top of the Pops! – Pacific Horizon (PHI) has benefitted strongly as both the Asia ex Japan region and technology stocks, to which PHI has a significant exposure, have rallied. This has seen it move up the competitor peer-group rankings so that it is first and second, in terms of NAV total […]
Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]
QuotedData investment companies roundup – October 2017 – 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 September 2017. Kindly sponsored by Baillie Gifford. October Investment Companies Roundup Amongst the top performers, Alternative Liquidity Fund sold its […]
QuotedData’s economic round up – October 2017 – 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 […]
