Sustainable long term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term […]
Sustainable long term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term […]
Sustainable long term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term […]
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 that cracks are starting to show, but the market is yet to reflect […]
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 that cracks are starting to show, but the market is yet to reflect […]
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 that cracks are starting to show, but the market is yet to reflect […]
Time, well invested As a large, self-managed, family-controlled investment company, Caledonia Investments (CLDN) offers a combination of characteristics that set it apart. Chief of these is the ability to ignore the gyrations of fickle markets and take a genuinely long-term view about where to invest its assets. Few listed funds have an explicit objective of […]
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 possibility of lower charges. We wrote a flash note when this […]
The port in the storm test quote block 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 that cracks are starting to show, but the market is […]
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 structural growth drivers, its manager continues to see very strong growth runways […]
“As sure as the spring will follow the winter, prosperity and economic growth will follow recession.” – Bo Bennet Click to read our guide to investment companies At a glance MSCI Indices (rebased to 100) The UK was the best performing of the indices that we follow. As US growth stalled and new inflation data […]
Coming into its own Thanks in no small part to Alliance Trust’s (ATST) diversified blend of actively managed strategies, the trust’s performance has been ahead of global equity markets over multiple time frames. ATST has been able to capture benefits of the major sentiment shifts behind the differing segments of global equities over the last […]
Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, cutting off its wind farm’s connection to the local power grid. This is going to act as a temporary constraint on cash flows generated by this particular investment. As we explain on page 4, insurance will cover […]
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 long-term structural growth drivers, its manager continues to see very strong growth […]
Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions, HGEN’s NAV grew 5.8% over 2023, while the portfolio generated aggregate revenue growth of 125%. This […]
Calmer waters After a tumultuous period of interest rate volatility, real estate has entered calmer waters, with asset values stabilising and occupier markets remaining conducive of rental growth. Tritax EuroBox (EBOX) is sailing in these waters too, as demonstrated by a portfolio valuation that has changed little and a 30% uplift in earnings that now […]
“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 the global smaller companies trusts (see pages 22 and 23) has […]
Powering through A number of factors have combined to have a small negative effect on Aquila European Renewables’s (AERI’s) NAV and discount in recent weeks, including nerves about when interest rates will be cut, lower power prices, and the imposition of new taxes on renewables in Norway and Spain. These have added to the broader […]
Coming into its own Thanks in no small part to Alliance Trust’s (ATST) diversified blend of actively managed strategies, the trust’s performance has been ahead of global equity markets over multiple time frames. ATST has been able to capture benefits of the major sentiment shifts behind the differing segments of global equities over the last […]
Coming into its own Thanks in no small part to Alliance Trust’s (ATST) diversified blend of actively managed strategies, the trust’s performance has been ahead of global equity markets over multiple time frames. ATST has been able to capture benefits of the major sentiment shifts behind the differing segments of global equities over the last […]
Despite further geopolitical uncertainty, US growth appeared undeterred, and the inflation rate continued on its downward trend, strengthening the likelihood of a soft landing. However, the inflation rate was higher than had been expected and the US central bank (the Federal Reserve or Fed) may delay interest rate cuts as a result; that unnerved markets. […]
Share price and discount Time period 31/10/2018 to 26/11/2023 Source: Morningstar, Marten & Co Performance over five years Time period 31/10/2018 to 31/10/2023 Source: Morningstar, Marten & Co 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 […]
ATST has generated noticeable NAV outperformance over the near-and-medium-term Japan’s improving corporate governance regime is a powerful structural tailwind for Japanese equities and thus ATST ATST ranks in the top third of best-performing global trusts over one, three, and five years Coming into its own Thanks in no small part to Alliance Trust’s (ATST) diversified […]
CDespite 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 19) remains intact. Its portfolio continues to offer strong growth prospects (forecast earnings growth of 14.8%, […]
In this week’s show, James Carthew talked to Nalaka De Silva from Aberdeen Diversified Income and Growth Trust. Watch it again here. If you were looking for QuotedData’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 […]
On 24th February 2021, QuotedData hosted the final Round the World webinar from our series. This webinar was focused on the UK and included presentations and Q&As from 4 investment companies’ managers, covering markets across the UK. We would like to thank all of our speakers and attendees for joining us. Click on the links below […]
The tide has turned Having played a supporting role in the initial phase of the stock market recovery – breaking historical precedent in the process – the share prices of financial stocks, and banks in particular, have come back sharply since November. Demand for its shares meant that Polar Capital Global Financials Trust’s (PCFT’s) premium […]
The tide has turned Having played a supporting role in the initial phase of the stock market’s recovery – breaking historical precedent in the process – financials, and banks in particular, have performed strongly since November. Polar Capital Global Financials Trust’s (PCFT’s) premium was recently at its highest level in more than five years, paving […]
The tide has turned Having played a supporting role in the initial phase of the market’s recovery – breaking historical precedent in the process – financials, and banks in particular, have come back sharply since November. Polar Capital Global Financials Trust’s (PCFT’s) premium was recently at its highest level in more than five years, paving […]
