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 […]
In this week’s show, James Carthew spoke to Charles Luke from Murray Income 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 […]
Geiger Counter Limited Investment companies | Annual overview | 28 November 2023 Powered up for growth? Geiger Counter (GCL), which invests in companies involved in the exploration, development and production of uranium, may benefit from nuclear power’s role in decarbonising the global electricity supply. Governments around the world appear to be making nuclear energy (a […]
Geiger Counter Limited Investment companies | Annual overview | 28 November 2023 Powered up for growth Geiger Counter (GCL), which invests in companies involved in the exploration, development and production of uranium, is set to benefit from nuclear power’s colossal role in decarbonising the global electricity supply. Governments around the world are making nuclear energy […]
Geiger Counter Limited Investment companies | Annual Overview | 28 November 2023 Powered up for growth Geiger Counter (GCL), which invests in companies involved in the exploration, development and production of uranium, is set to benefit from nuclear power’s colossal role in decarbonising the global electricity supply. Governments around the world are making nuclear energy […]
North American Income Trust Investment companies | Update | 28 November 2023 The port in the storm America is still showing signs of the ‘exceptionalism’ it covets, by being in better economic health than its developed peers, yet it is not all plain sailing for US equity investors, as Fran Radano, the manager of North […]
North American Income Trust Investment companies | Annual overview | 28 November 2023 The port in the storm America is still showing signs of the ‘exceptionalism’ it covets, by being in better economic health than its developed peers, as is evidenced by its stronger gross domestic product (GDP) growth and better controlled inflation. Yet it […]
North American Income Trust Investment companies | Annual overview | 28 November 2023 The port in the storm America may still be in better economic health than its developed peers, yet Fran Radano, the manager of North American Income Trust (NAIT), says that it is not all plain sailing for US equity investors. He believes […]
JLEN Environmental Assets Investment companies | Update | 28 November 2023 Backing the green hydrogen revolution JLEN Environmental Assets (JLEN) and the wider renewable energy sector have seen discounts widen to unprecedented levels as investor sentiment wavers in the face of higher interest rates. JLEN’s 20.2% discount is hard to fathom given the fundamental strength […]
JLEN Environmental Assets Investment companies | Update | 28 November 2023 Backing the green hydrogen revolution JLEN Environmental Assets (JLEN) and the wider renewable energy sector have seen discounts widen as investor sentiment has appeared to waver in the face of higher interest rates. Undeterred, JLEN’s managers are focusing their efforts on laying what they […]
JLEN Environmental Assets Investment companies | Update | 28 November 2023 Backing the green hydrogen revolution JLEN Environmental Assets (JLEN) and the wider renewable energy sector have seen discounts to net asset value (NAV) widen to unprecedented levels as investor sentiment wavers in the face of higher interest rates. JLEN’s 20.2% discount to NAV is […]
In this week’s show, Richard Williams spoke to Ben Green from Supermarket Income REIT 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 […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2023 Growth in all things BlackRock Throgmorton Trust (THRG) remains committed to the UK quality-growth small-and-mid-caps that has long characterised the trust. While the UK small-and-mid-cap sector has appeared to have been out of favour recently, THRG’s holdings seem to have stock specific strengths that […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2023 Growth in all things BlackRock Throgmorton Trust (THRG) continues to demonstrate its commitment to UK quality-growth small-and-mid-caps that has long characterised the trust, even in the face of apparent headwinds, such as rising interest rates and lower UK economic growth. While the UK small-and-mid-cap […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2023 Growth in all things BlackRock Throgmorton Trust’s (THRG’s) continues to demonstrate its commitment to UK quality-growth small-and-mid-caps that has long characterised the trust, even in the face of apparent headwinds. While the UK small-and-mid-cap sector has been somewhat out of favour recently, the stock-specific […]
AVI Global Trust Investment companies | Annual overview | 21 November 2023 An historic opportunity AVI Global Trust (AGT) has been performing well recently. Where it can, the manager seeks to engage with investee companies behind the scenes, working with them to unlock value for the benefit of all shareholders. Lately, AGT has also been involved […]
AVI Global Trust Investment companies | Annual overview | 21 November 2023 An historic opportunity? As the data on page 13 shows, AVI Global Trust (AGT) has been outperforming recently. Where it can, the manager seeks to engage with investee companies behind the scenes, working with them with the aim of unlocking value for the benefit […]
AVI Global Trust Investment companies | Annual overview | 22 November 2023 An historic opportunity As we show on page 14 of this note, AVI Global Trust (AGT) has been performing well recently. Where it can, AGT’s manager seeks to engage with investee companies behind the scenes, working with them to unlock the value that […]
In this week’s show, James Carthew spoke to Joe Bauernfreund from AVI Global 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 prefer […]
November 2023 Monthly| Investment companies | October 2023 Kindly sponsored by abrdn Winners and losers in October 2023 October marked the third consecutive aggregate monthly fall for investment companies, with only four of 48 sectors recording a positive return. All major markets were down as the narrative continued to be driven by the US bond […]
