reports
Blackrock Frontiers Investment Tst: 1 director
A director at Blackrock Frontiers Investment Tst bought 20,730 shares at 144p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last t...
Hardman & Co Video | Polar Capital (PCFT) Interview
Hardman & Co Research Hardman & Co Video | Polar Capital (PCFT) Interview 02-Aug-2024 / 09:45 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman Talks Video | Polar Capital (PCFT) Interview In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, sits down with Tom Dorner, Co-Manager of the Polar Capital Global Financials Trust. They discuss the current financial landscape, emphasizing the strategies employed by Polar Capital to navigate market challenges and leverage opportunities. Tom provides insights into the trust’s performance, investm...
Edison issues review on BlackRock Sustainable American Income Trust (B...
Edison Investment Research Limited Edison issues review on BlackRock Sustainable American Income Trust (BRSA): Unique value/ESG fund at an attractive valuation 09-May-2024 / 09:05 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 9 Mai 2024 Edison issues review on BlackRock Sustainable American Income Trust (BRSA): Unique value/ESG fund at an attractive valuation BlackRock Sustainable American Income Trust (BRSA) offers a unique opportunity to invest in a fund that focuses on both value and sustainability. The trust’s three manager...
- Pedro Fonseca
BlackRock Sustainable American Income Trust - Unique value/ESG fund at...
BlackRock Sustainable American Income Trust (BRSA) offers a unique opportunity to invest in a fund that focuses on both value and sustainability. The trust’s three managers, Tony DeSpirito, David Zhao and Lisa Yang, aim to deliver an attractive level of income and long-term capital growth from a portfolio of attractively valued, high-quality, dividend-paying companies, which have favourable ESG credentials either as leaders, improvers or ‘sustainability enablers’. BRSA’s managers are finding att...
- Sarah Godfrey
BlackRock Frontiers Investment Trust - Flying the flag for developing ...
BlackRock Frontiers posted another year of strong returns in FY23 (ended 30 September) and has continued to outperform into 2024, with NAV and share price total returns over one, three, five and 10 years to end-January 2024 comfortably beating the average of its peers in the AIC Global Emerging Markets sector. The trust offers a highly differentiated proposition, avoiding the eight largest emerging markets, which between them tend to account for around 90% of GEM investment. Instead, co-managers...
- James Carthew
- Matthew Read
Polar Capital Global Financials Trust
As inflation seems to be easing and its looks increasingly like interest rates may have peaked for now, one potential negative overhanging the financials sector is the thought that central banks may have overdone their tightening efforts and that a recession could contribute to a sharp rise in defaults. The managers of Polar Capital Global Financials Trust (PCFT) believe both that the sector is more than pricing in a worst-case scenario and that we are more likely to experience a shallow recessi...
- James Carthew
- Matthew Read
Polar Capital Global Financials Trust
As inflation eases and its looks increasingly like interest rates have peaked for now, the only major potential negative overhanging the financials sector is the thought that central banks may have overdone it and a recession will contribute to a sharp rise in defaults. The managers of Polar Capital Global Financials Trust (PCFT) believe both that the sector is more than pricing in a worst-case scenario and that we are more likely to experience a shallow recession. The consensus seems to be shi...
Edison issues review on BlackRock Sustainable American Income Trust (B...
Edison Investment Research Limited Edison issues review on BlackRock Sustainable American Income Trust (BRSA): A unique fund focusing on value and sustainability 20-Nov-2023 / 09:35 GMT/BST The issuer is solely responsible for the content of this announcement. London, UK, 20 November 2023 Edison issues review on BlackRock Sustainable American Income Trust (BRSA): A unique fund focusing on value and sustainability BlackRock Sustainable American Income Trust (BRSA) underwent a strategy change in July 2021, to incorporate explicit ESG objectives into its investment approach....
- Pedro Fonseca
BlackRock Sustainable American Income Trust - A unique fund focusing o...
BlackRock Sustainable American Income Trust (BRSA) underwent a strategy change in July 2021, to incorporate explicit ESG objectives into its investment approach. Its three managers, Tony DeSpirito, David Zhao and Lisa Yang, aim to deliver an attractive level of income and long-term capital growth from a portfolio of attractively valued, dividend-paying companies, which have favourable ESG credentials either as leaders, improvers or ‘sustainability enablers’. While growth stocks have been favoure...
- Sarah Godfrey
Around the World in Eight Ideas - Investment Trust Opportunities Beyon...
Although the UK now represents a paltry 3.5-4.0% of global equity indices, home bias in the domestic stock market is estimated at c 25% across institutional and retail investors. This persists across asset classes: in the Investment Association universe of open-ended funds, 28.1% of total AUM at the end of September 2023 was invested in UK sectors. This leaves a significant amount of investors' assets exposed to overseas markets that may be unfamiliar and harder to access. In such a situation, t...
- Sarah Godfrey
BlackRock Frontiers Investment Trust - Initiation
BlackRock Frontiers (BRFI) is the only investment trust offering a diversified portfolio of companies in some of the world's smallest and fastest-growing emerging markets. Launched in December 2010, the trust has outperformed global emerging markets peers over one, three, five and 10 years. Co-managers Sam Vecht, Emily Fletcher and Sudaif Niaz, backed by BlackRock's deep and broad research resources, blend top-down and bottom-up considerations to assess investment opportunities in over 40 smalle...
- James Carthew
- Matthew Read
Polar Capital Global Financials Trust – Avoiding mishap
After years of squeezed margins thanks to ultra-low interest rates, banks’ profitability is increasing. However, higher rates have brought increased recession risk and have exposed inept risk management within some US regional banks. The managers of Polar Capital Global Financials Trust (PCFT) were quick to cut exposure to more exposed areas of the sector, while increasing PCFT’s weighting towards areas such as insurance and reinsurance, where the picture looks brighter. Sentiment has turned a...
- James Carthew
- Matthew Read
Polar Capital Global Financials Trust – Avoiding mishap
After years of squeezed margins linked to ultra-low interest rates, banks’ profitability is increasing. However, higher rates have brought increased recession risk and, with some high profile recent failures, appear to have exposed inept risk management within some US regional banks. The managers of Polar Capital Global Financials Trust (PCFT) were quick to cut exposure to more exposed areas of the sector, while increasing PCFT’s weighting towards areas such as insurance and reinsurance, where ...
- Pedro Fonseca
BlackRock Sustainable American Income Trust - Unique value and ESG str...
Since July 2021, BlackRock Sustainable American Income Trust (BRSA) has integrated explicit ESG objectives into its investment strategy. Managers Tony DeSpirito, David Zhao and Lisa Yang aim to deliver an attractive level of income and long-term capital growth from a portfolio of dividend-paying companies that are trading at attractive valuations and are deemed to be ESG leaders, improvers or ‘sustainability enablers’. The managers highlight that, over the long term, equities have delivered high...
Polar Capital Global Financials Trust: 1 director
A director at Polar Capital Global Financials Trust maiden bought 20,000 shares at 142p and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...
- Jason Streets
Hardman & Co Insight - Asset managers had a poor 2022
Asset managers had a poor 2022: the S&P Composite 1500 Asset Management Index was down 22% and, according to the Investment Company Institute (ICI), worldwide mutual funds fell by 20%, from $76tr to $60tr. When bond and equity markets fall, the results are unlikely to be pretty: with revenues trending down and multiples contracting, there is a double whammy to contend with. So how do valuations shape up now, after a bullish start to the new year? The first chart is my favourite chart of asset m...
SDR SCHRODERS PLC
CLIG CITY OF LONDON INVESTMENT GROUP
RAT RATHBONE BROTHERS PLC
IPX IMPAX ASSET MANAGEMENT GROUP PLC
LIO LIONTRUST ASSET MANAGEMENT PLC
FEN FRENKEL TOPPING GROUP PLC
MTW MATTIOLI WOODS
HL. HARGREAVES LANSDOWN PLC
A2PG8B MAN GROUP PLC
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
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ASHM ASHMORE GROUP PLC
TAM TATTON ASSET MANAGEMENT
IHP INTEGRAFIN HOLDINGS
AJB AJ BELL
MNG M&G PLC
HL HARGREAVES LANSDOWN
- James Carthew
ATST ALLIANCE TRUST PLC
GCL GEIGER COUNTER
SLPE STANDARD LIFE PRIVATE EQUITY TRUST
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
JII JPMORGAN INDIAN INV TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
MTE MONTANARO EUROPEAN SMALLER C.TST
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SDV CHELVERTON UK DIVIDEND TRUST
BGUK BAILLIE GIFFORD UK GROWTH FUND PLC
GIF GULF INVESTMENT FUND
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
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RICA RUFFER INVESTMENT COMPANY
BHMG BH MACRO (GBP)
VNH VIETNAM HOLDING
WTAN WITAN INVESTMENT CO. PLC
CHRY CHRYSALIS INVESTMENTS
EBOX TRITAX EUROBOX GBP
MTU MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
CBA CEIBA INVESTMENTS
ATT ALLIANZ TECHNOLOGY TRUST PLC
CIN CITY OF LONDON GROUP PLC
API ABRDN PROPERTY INCOME TRUST
- James Carthew
ATST ALLIANCE TRUST PLC
GCL GEIGER COUNTER
SLPE STANDARD LIFE PRIVATE EQUITY TRUST
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
JII JPMORGAN INDIAN INV TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
MTE MONTANARO EUROPEAN SMALLER C.TST
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SDV CHELVERTON UK DIVIDEND TRUST
BGUK BAILLIE GIFFORD UK GROWTH FUND PLC
GIF GULF INVESTMENT FUND
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
SMT SCOTTISH MORTGAGE INVESTMENT TRUST PLC
RICA RUFFER INVESTMENT COMPANY
BHMG BH MACRO (GBP)
VNH VIETNAM HOLDING
WTAN WITAN INVESTMENT CO. PLC
CHRY CHRYSALIS INVESTMENTS
EBOX TRITAX EUROBOX GBP
MTU MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC
CBA CEIBA INVESTMENTS
ATT ALLIANZ TECHNOLOGY TRUST PLC
CIN CITY OF LONDON GROUP PLC
API ABRDN PROPERTY INCOME TRUST
- James Carthew
- Matthew Read
- Richard Williams
Polar Capital Global Financials Trust - Don't fear the dog that is yet...
There appears to have been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. The managers suggest that, as recessionary fears grew, initial enthusiasm about the positive effects of rising interest rates on banks’ profit margins gave way to concern about the prospect of higher loan defaults. However, these have not materialised, and PCFT’s managers think it is likely that they will not. They feel that the sector’s sell-off...
- James Carthew
- Matthew Read
- Richard Williams
Polar Capital Global Financials Trust - Don't fear the dog that is yet...
There appears to have been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. The managers suggest that, as recessionary fears grew, initial enthusiasm about the positive effects of rising interest rates on banks’ profit margins gave way to concern about the prospect of higher loan defaults. However, these have not materialised, and PCFT’s managers think it is likely that they will not. They feel that the sector’s sell-off...
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