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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

Polar Capital Global Financials – An entry as well as an exit opportun...

The financials sector is too big to ignore, yet too complex for most investors to cover effectively. Fortunately, Polar Capital Global Financials Trust (PCFT) makes an ideal subcontract. Its attractions are amplified by its structure, which provides shareholders with regular exit opportunities (chances for investors to redeem their shares at or close to NAV), one of which is on the table now. It is a chance for institutional investors to buy stock in size too, and we think there are good reasons...

05/23/25 May 23, 2025 EN
Richard Williams
  • Richard Williams

QuotedData’s Real Estate Monthly Roundup – May 2025

Amid the global tariff turmoil brought on at the start of April by Trump’s so-called ‘liberation day’, real estate stocks have proved resilient, perhaps reflecting the sector’s defensive characteristics and income-generating traits. The average share price uplift was 2.7% over the month, and 4.6% in the year-to-date. Leading the way was Social Housing REIT, which appears to be making strong progress under its new manager Atrato Capital.

05/20/25 May 20, 2025 8 EN
James Carthew
  • James Carthew

QuotedData’s Economic and Political Monthly Roundup – May 2025

In April, the US economy faced mounting challenges as President Trump’s ‘Liberation Day’ tariff policies began to take a toll. These included a 145% levy on Chinese goods and a 10% blanket tariff on all imports, raising concerns about inflation and economic stability. Economists warn of a potential recession, with some forecasting a 90% chance of a downturn due to the tariffs’ impact on small businesses and consumer prices. Despite a stronger-than-expected jobs report in April, with 177,000 jobs...

05/20/25 May 20, 2025 41 EN
James Carthew
  • James Carthew

QuotedData’s Investment Companies Roundup – May 2025

April’s top performing sector, Infrastructure Securities, was buoyed by improving sentiment around interest rate stability and a broader rebound in risk appetite. Although these funds typically move in line with bond markets, their equity-like traits may have drawn income-seeking investors back into the fold as inflation expectations settled. It should also be said that Premier Miton Global Renewables was boosted by its highly geared structure. The strong showing from Japanese Smaller Companies ...

05/20/25 May 20, 2025 14 EN
David Johnson
  • David Johnson

BlackRock Throgmorton – More bang for your buck

BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2%. These results not only highlight Dan’s skill in stock selection, having adapted THRG’s portfolio to accommodate for changing market dynamics, but also the significant valuation opportunity presented by the UK market. UK small caps now rank as...

04/17/25 April 17, 2025 EN
James Carthew
  • James Carthew

Polar Capital Global Financials – An entry as well as an exit opportun...

The financials sector is too big to ignore, yet too complex for most investors to cover effectively. Fortunately, Polar Capital Global Financials Trust (PCFT) makes an ideal subcontract. Its attractions are amplified by its structure, which provides shareholders with regular exit opportunities (chances for investors to redeem their shares at or close to NAV), one of which is on the table now. It is a chance for institutional investors to buy stock in size too, and we think there are good reasons...

05/23/25 May 23, 2025 EN
Richard Williams
  • Richard Williams

QuotedData’s Real Estate Monthly Roundup – May 2025

Amid the global tariff turmoil brought on at the start of April by Trump’s so-called ‘liberation day’, real estate stocks have proved resilient, perhaps reflecting the sector’s defensive characteristics and income-generating traits. The average share price uplift was 2.7% over the month, and 4.6% in the year-to-date. Leading the way was Social Housing REIT, which appears to be making strong progress under its new manager Atrato Capital.

05/20/25 May 20, 2025 8 EN
James Carthew
  • James Carthew

QuotedData’s Economic and Political Monthly Roundup – May 2025

In April, the US economy faced mounting challenges as President Trump’s ‘Liberation Day’ tariff policies began to take a toll. These included a 145% levy on Chinese goods and a 10% blanket tariff on all imports, raising concerns about inflation and economic stability. Economists warn of a potential recession, with some forecasting a 90% chance of a downturn due to the tariffs’ impact on small businesses and consumer prices. Despite a stronger-than-expected jobs report in April, with 177,000 jobs...

05/20/25 May 20, 2025 41 EN
James Carthew
  • James Carthew

QuotedData’s Investment Companies Roundup – May 2025

April’s top performing sector, Infrastructure Securities, was buoyed by improving sentiment around interest rate stability and a broader rebound in risk appetite. Although these funds typically move in line with bond markets, their equity-like traits may have drawn income-seeking investors back into the fold as inflation expectations settled. It should also be said that Premier Miton Global Renewables was boosted by its highly geared structure. The strong showing from Japanese Smaller Companies ...

05/20/25 May 20, 2025 14 EN
David Johnson
  • David Johnson

BlackRock Throgmorton – More bang for your buck

BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2%. These results not only highlight Dan’s skill in stock selection, having adapted THRG’s portfolio to accommodate for changing market dynamics, but also the significant valuation opportunity presented by the UK market. UK small caps now rank as...

04/17/25 April 17, 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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