Research

Home
Research
QuotedData’s round up of views on the global economy – March 2017

QuotedData’s round up of views on the global economy – March 2017

15 March 2017
Show 4 Geographies
Show 13 Sectors
Show 33 Companies
James Carthew

Geographies

UK
Global
Asia
Africa

Sectors

Companies

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 any of the companies mentioned. Kindly sponsored by Martin Currie.

March Economic and Political Roundup

This website is for information purposes only and is not intended to encourage the reader to deal in any mentioned securities. QuotedData is a trading name of Marten & Co Limited, which is authorised and regulated by the Financial Conduct Authority. Some of the content in this website is sponsored and, although it abides by Content Principles and Objectives, (/about-quoteddata/research-principles-objectives/) it is considered non-independent. Investments may involve a significant degree of risk, including loss of capital. The value of an investment and the income from it could go down as well as up. The return of your investment is not guaranteed, and you may get back less than you originally invested. Past performance is not an indicator of future performance. It is important that you read the Terms and Conditions (/about-quoteddata/terms-and-conditions/) before considering any investment.

QuotedData’s Economic and Political Monthly Roundup April 2024

Economic and Political Roundup Investment companies | Monthly | April 2024 During March, whilst the conflicts in Ukraine and the Middle East showed little sign of resolution, economic affairs elsewhere appeared relatively promising. In the US, the Federal Reserve (Fed) held interest rates between 5.25% to 5.50%, its stance stemming from continued labour market resilience […]

Temple Bar – Foundations for success

Temple Bar Investment Companies | Update | 27 March 2024 Foundations for success We are now more than three years into the tenure of Ian Lance and Nick Purves as managers of the Temple Bar Investment Trust. In that time, the Redwheel team has established a well-diversified portfolio of value-orientated holdings, positioned for what they […]

Pantheon Infrastructure – Compelling opportunity

Pantheon Infrastructure Investment Companies | Update | 6 March 2024 Compelling opportunity At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive NAV return over this period, despite increasingly challenging economic conditions, is a testament to the execution of the fund’s […]

Pantheon Infrastructure – Compelling opportunity

Pantheon Infrastructure Investment companies | Update | 6 March 2024 Compelling opportunity At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive net asset value (NAV) return over this period, despite increasingly challenging economic conditions, is a testament to the execution […]

Edinburgh Worldwide – “The opportunity is as exciting as ever”

Edinburgh Worldwide Investment companies | Annual Overview | 13 February 2024 “The opportunity is as exciting as ever” As the rate of inflation continues its descent (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks have been recovering and Edinburgh Worldwide (EWI), the most growth-focused of […]

Edinburgh Worldwide – “The opportunity is as exciting as ever”

Edinburgh Worldwide Investment companies | Annual Overview | 13 February 2024 “The opportunity is as exciting as ever” As the rate of inflation continues to fall (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks, which tend to suffer disproportionately when interest rates rise, have been […]

GCP Infrastructure – Don’t look back in anger

GCP Infrastructure Investment companies | Annual overview | 30 January 2024 Don’t look back in anger There is no doubt that 2023 was a challenging year for GCP and the broader infrastructure sector as a confluence of factors weighed on performance, particularly the rapid increase in interest rates. Despite this, the company was still able […]

GCP Infrastructure – Don’t look back in anger

GCP Infrastructure Investment companies | Annual overview | 30 January 2024 Don’t look back in anger 2023 was a challenging year for GCP Infrastructure Investments Limited (GCP) as rising interest rates and several other factors appeared to weigh on returns. Despite this, the company was still able to generate positive NAV returns which the advisers […]