QuotedData Retail - QuotedData (QD) Economic Political Roundup - April 2021

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QuotedData Retail

Shonil Chande

Economic & Political Roundup - April 2021

Small-cap stocks in the UK and US, which tend to be more closely aligned with domestic economies, had another good month. Many other countries, including most of Continental Europe, have not been as fortunate with their vaccine programmes to-date. There were further increases in US 10-year government yields, and a strengthening dollar contributed to a softening in the emerging markets rally.

29/04/2021 EN

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QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Shonil Chande

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Diversified property companies were the winners in April as progress in the UK’s vaccination programme and roadmap out of lockdown continued unabated. Six of the top 10 best performing companies in price terms were generalist REITs that had been trading on wide discounts. Top of the pile, however, was . The Central and Eastern European office landlord was the subject of a takeover offer by two of its largest shareholders in April. headed the list of generalist property companies with a 19.3% share price rise. Strong rent collection rates, a growing dividend and portfolio valuation rises chara...

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Investment Companies Roundup - May 2021

It was another strong month for commodity funds, which have led the way in market return terms so far this year (see the appendix section for a breakdown of how all the sectors have performed this year). Gold had a strong month, following a relatively subdued few months. UK smaller company funds remained very popular, with the ongoing success of the vaccine rollout emphasised by no apparent ill-effects, to date, from the re-opening measures carried out. Elsewhere, the very unfortunate spiralling in cases across India saw capital removed from that country.

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Economic & Political Roundup - April 2021

Real Estate Roundup - May 2021

Economic & Political Roundup - May 2021

Investment Companies Roundup - May 2021

Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions

Montanaro UK Smaller Companies – High growth, bigger yield

GCP Infrastructure – Consolidate and capitalise

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