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QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. In addition, we provide data, including performance charts and statistics, across the full spectrum of pan-European equities.  Our team of expert analysts writes with a balanced view and our goal is to provide you with all the information you need to make your own investment decisions, or to understand in more detail what your adviser is recommending to you.

 

James Carthew
  • James Carthew

Global Opportunities Trust – Designed to navigate a world in flux

Global Opportunities Trust (GOT) has a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns. The management team believes that the forces that drove markets ever-higher in the three decades leading up to 2020 are faltering or reversing. That will make it harder for markets to make progress, but could create more oppor...

06/27/25 June 27, 2025 EN
James Carthew
  • James Carthew

QuotedData’s Economic and Political Monthly Roundup – June 2025

In the United States, May 2025 saw a robust rebound in equities, with the S&P 500 surging 6.2%, its best May performance since 1990. However, it was another month of rising Treasury yields and a falling dollar. The two generally move in the same direction, so this could be construed as a sign that investors are withdrawing capital from the US. A downgrade of the USA’s credit rating may have played a small part in the government bond selling but more impactful was growing concern over Trump’s ...

06/12/25 June 12, 2025 33 EN
James Carthew
  • James Carthew

QuotedData’s Investment Companies Roundup – June 2025

A number of sectors made good progress over May as markets continued their recovery from April’s tariff-related sell-off. Leading the charge in May was the Financials & Financial Innovation sector, where Augmentum Fintech’s discount narrowed from an overly wide level. Technology & Technology Innovation was not far behind, underpinned by a resurgence in investor appetite for AI, semiconductors, and platform technologies. Late May strength in the Nasdaq, driven by Nvidia and Microsoft, filtered...

06/12/25 June 12, 2025 13 EN
David Johnson
  • David Johnson

Montanaro European Smaller Companies – Turning tariffs into opportunit...

In an environment of heightened volatility triggered by Trump’s tariff policies, European stocks have actually fared relatively well. Germany’s plans to boost defence and infrastructure spending, coupled with falling interest rates, helped create more positive sentiment towards the region. Montanaro European Smaller Companies’s (MTE’s) high-conviction portfolio of good-quality growth stocks seems well placed to navigate this period of uncertainty. Low valuations relative to history enhance the u...

06/09/25 June 9, 2025 EN
David Johnson
  • David Johnson

Seraphim Space Investment Trust – SpaceTech – the critical frontier in...

Seraphim Space Investment Trust (SSIT) provides investors with focused exposure to the commercial space sector – one that is increasingly intertwined with defence. Around 78% of the trust’s portfolio has applications in defence, and key holdings such as ICEYE and ALL.SPACE are already embedded in the operational infrastructure of European and US militaries. Despite the potential of that strategic positioning, and a 130.4% uplift in the value of its private investments since launch, the trust con...

06/02/25 June 2, 2025 EN
James Carthew
  • James Carthew

Global Opportunities Trust – Designed to navigate a world in flux

Global Opportunities Trust (GOT) has a distinctive, carefully considered, flexible, go-anywhere investment approach that has done a good job of delivering positive NAV returns over the medium-to-long term, while holding up relatively well in periods of market downturns. The management team believes that the forces that drove markets ever-higher in the three decades leading up to 2020 are faltering or reversing. That will make it harder for markets to make progress, but could create more oppor...

06/27/25 June 27, 2025 EN
James Carthew
  • James Carthew

QuotedData’s Economic and Political Monthly Roundup – June 2025

In the United States, May 2025 saw a robust rebound in equities, with the S&P 500 surging 6.2%, its best May performance since 1990. However, it was another month of rising Treasury yields and a falling dollar. The two generally move in the same direction, so this could be construed as a sign that investors are withdrawing capital from the US. A downgrade of the USA’s credit rating may have played a small part in the government bond selling but more impactful was growing concern over Trump’s ...

06/12/25 June 12, 2025 33 EN
James Carthew
  • James Carthew

QuotedData’s Investment Companies Roundup – June 2025

A number of sectors made good progress over May as markets continued their recovery from April’s tariff-related sell-off. Leading the charge in May was the Financials & Financial Innovation sector, where Augmentum Fintech’s discount narrowed from an overly wide level. Technology & Technology Innovation was not far behind, underpinned by a resurgence in investor appetite for AI, semiconductors, and platform technologies. Late May strength in the Nasdaq, driven by Nvidia and Microsoft, filtered...

06/12/25 June 12, 2025 13 EN
David Johnson
  • David Johnson

Montanaro European Smaller Companies – Turning tariffs into opportunit...

In an environment of heightened volatility triggered by Trump’s tariff policies, European stocks have actually fared relatively well. Germany’s plans to boost defence and infrastructure spending, coupled with falling interest rates, helped create more positive sentiment towards the region. Montanaro European Smaller Companies’s (MTE’s) high-conviction portfolio of good-quality growth stocks seems well placed to navigate this period of uncertainty. Low valuations relative to history enhance the u...

06/09/25 June 9, 2025 EN
David Johnson
  • David Johnson

Seraphim Space Investment Trust – SpaceTech – the critical frontier in...

Seraphim Space Investment Trust (SSIT) provides investors with focused exposure to the commercial space sector – one that is increasingly intertwined with defence. Around 78% of the trust’s portfolio has applications in defence, and key holdings such as ICEYE and ALL.SPACE are already embedded in the operational infrastructure of European and US militaries. Despite the potential of that strategic positioning, and a 130.4% uplift in the value of its private investments since launch, the trust con...

06/02/25 June 2, 2025 EN
CMCL LN Caledonia Minin...

Expansion boosts bottom line

”‹Caledonia Mining (Caledonia) produced 23,300oz (23koz) of gold in H1 2016, a 14% increase on H1 2015, indicating that its investment in infrastructure to expand production is already bearing fruit. The company is on schedule to produce around 50koz of gold in 2016 (2015: 43koz)

CMCL LN CALEDONIA MINING
08/15/16 August 15, 2016 11 EN
Matthew Read
  • Matthew Read
PMGR Premier Miton G...

Pocket rocket

”‹Aided by the significant gearing provided by its zero dividend preference shares, sterling depreciation and some notable successes within its portfolio, Premier Energy and Water Trust (PEW’s) NAV and share price delivered MSCI Utilities Index beating performances over the 12 months to the end of June 2017. The portfolio has a high allocation to higher growth emerging markets (45.9% as at 30 June) reflecting the attractive discount at which emerging market utilities trade relative to wider mark...

PMGR PREMIER MITON GLOBAL RENEWABLES TRUST
07/12/17 July 12, 2017 13 EN
Matthew Read
  • Matthew Read
HRI Herald Investme...

Backing growing businesses

”‹The Technology sector has been rising strongly in recent months. In this note, we discuss a number of stocks that contributed to a near 40% increase in Herald Investment Trust’s NAV over the year to the end of May 2017. Nevertheless, Herald’s manager is convinced that UK technology companies in particular, which comprise over half the portfolio, have the growth potential to justify continued progress. The opportunity set for technology and media companies is considerable, allowing the best of ...

HRI HERALD INVESTMENT TRUST PLC
07/11/17 July 11, 2017 11 EN
Matthew Read
  • Matthew Read
SLPE Standard Life P...

Loading the portfolio

”‹SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), observes an improving outlook in Europe. However, it thinks that some form of market disruption could occur during the next 12 to 24 months. This might lead to greater volatility and an improved pricing environment for those of its underlying funds that wish to make acquisitions. SLPE has been selective with its primary commitments and secondary fund purchases, aiming to be well positioned in advance of any market s...

SLPE STANDARD LIFE PRIVATE EQUITY
07/03/17 July 3, 2017 11 EN
Matthew Read
  • Matthew Read
SIGT Seneca Global I...

Changing tack

”‹Seneca Global Income & Growth (SIGT) has continued to outperform its flexible investment peer group, since we last wrote, while providing lower volatility of returns. Demand for its strategy is strong and, as planned, this has allowed SIGT to issue shares and grow the trust. This should lower the ongoing charges ratio over time. SIGT’s manager has recently been reducing exposure to equities, with overseas equities taking the brunt. This reflects the manager’s views that equity markets have exp...

SIGT SENECA GLOBAL INCOME & GROWTH TRUST
06/13/17 June 13, 2017 11 EN
BCAI Blue Capital Al...

Uncorrelated yield opportunity

”‹Blue Capital Alternative Income Fund Limited (BCAI) offers investors a diversified exposure to catastrophe reinsurance risks. This business is largely uncorrelated with investment markets, so the fund offers investors diversification and a yield of 6.5%. The return from inception to 31 March 2017 is 45.8% (9.1% annualised). The shares trade at a discount to NAV of 7.8%, which we regard as unwarranted given the fund’s strong fundamentals and the board’s determination to maintain strong returns....

BCAI BLUE CAPITAL ALTERNATIVE INCOME FUND LIMITED
05/31/17 May 31, 2017 30 EN

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