reports
Schroder Asia Pacific Fund: 1 director
A director at Schroder Asia Pacific Fund bought 10,000 shares at 601p and the significance rating of the trade was 57/100. 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 two years...
- Sarah Godfrey
BlackRock Frontiers Investment Trust (BRFI) | Big opportunities in the...
BlackRock Frontiers Investment Trust (BRFI) offers a unique proposition for emerging markets investors, avoiding the largest markets – which between them account for the vast majority of global EM investment – in favour of less researched and often faster-growing countries at an earlier stage of development. Co-managers Sam Vecht and Emily Fletcher, backed by BlackRock's deep and broad research resources, blend top-down and bottom-up considerations to find investment opportunities in smaller eme...
- Sarah Godfrey
Schroder AsiaPacific Fund | Dedicated followers of quality at reasonab...
In an asset class that is perhaps more susceptible to ‘fashion' than others, with hot-money investors chasing the next big thing, SDP is reassuringly sensible in its focus on finding quality, well-governed and return-generative Asia-Pacific companies at valuations that leave a margin of safety to support long-term growth. The managers are not afraid to back their best ideas – the top 10 stocks (of c 50) account for more than 45% of the portfolio – but they also have a large, dedicated and locall...
- Sarah Godfrey
JP Morgan Emerging Markets | Long-established fund with focus on quali...
While it may not quite be the oldest of the emerging markets investment trusts (Fidelity Emerging Markets [formerly Genesis Emerging Markets] and Templeton Emerging Markets were both launched in 1989), JPMorgan Emerging Markets (JMG) does have the longest record of consistent management, with Austin Forey having run the portfolio on broadly the same lines for more than 30 years. J.P. Morgan Asset Management (JPMAM) has a wealth of analyst resources covering not just the well-known EM companies, ...
- Sarah Godfrey
BlackRock Frontiers Investment Trust (BRFI) | Pioneers of smaller emer...
With a diversified portfolio of companies based or operating in some of the world's least developed economies and/or capital markets, BRFI is the only investment trust offering global exposure to frontier markets, and as such is the obvious choice for investors who believe that today's underdeveloped markets could be the economic powerhouses of tomorrow. The increasingly fractured geopolitical backdrop presents an uncorrelated value opportunity in countries that are not aligned with either east ...
- Sarah Godfrey
Beyond Barriers - EM opportunities in an era of trade tensions
Emerging and frontier markets are home to more than 85% of the world's population and generate over 40% of global GDP, yet make up only a small fraction of investors' portfolios. Allocations to these less developed – and generally faster-growing – economies have suffered in the era of tech-centred US exceptionalism, yet some of the world's most dominant technology companies are based in emerging markets. While Donald Trump's ‘Liberation Day' tariffs have sparked negative headlines regarding expo...
Blackrock Frontiers Investment Tst: 1 director
A director at Blackrock Frontiers Investment Tst bought 15,000 shares at 157p and the significance rating of the trade was 53/100. 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...
- Sarah Godfrey
BlackRock Frontiers Investment Trust (BRFI) | Backing the next wave of...
BlackRock Frontiers Investment Trust (BRFI) offers a highly differentiated proposition for emerging markets investors, avoiding the largest markets – which between them tend to account for around 90% of global emerging markets investment – in favour of less researched and often faster-growing countries at an earlier stage of development. 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 f...
- 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...
- 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
Economic and Political Monthly Roundup January 2023
A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
STS SECURITIES TRUST OF SCOTLAND PLC
SIGT SENECA GLOBAL INCOME & GROWTH TRUST
ABD ABERDEEN NEW DAWN INVESTMENT TRUST PLC
SDP SCHRODER ASIA PACIFIC FUND PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
JII JPMORGAN INDIAN INV TRUST
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
JFJ JPMORGAN JAPANESE INV. TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SHRS SHIRES INCOME PLC
BEMO BARING EMERGING EUROPE PLC
EGL ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST
CSH CIVITAS SOCIAL HOUSING PLC
GSF GORE STREET ENERGY STORAGE FUND
EBOX TRITAX EUROBOX GBP
MLI INDUSTRIALS REIT LTD
SONG HIPGNOSIS SONGS FUND LTD
- James Carthew
Economic and Political Monthly Roundup January 2023
A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.
STS SECURITIES TRUST OF SCOTLAND PLC
SIGT SENECA GLOBAL INCOME & GROWTH TRUST
ABD ABERDEEN NEW DAWN INVESTMENT TRUST PLC
SDP SCHRODER ASIA PACIFIC FUND PLC
FCSS FIDELITY CHINA SPECIAL SITUATIONS PLC
GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
JII JPMORGAN INDIAN INV TRUST
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
JFJ JPMORGAN JAPANESE INV. TRUST
PCT POLAR CAPITAL TECHNOLOGY TRUST PLC
ANII ABERDEEN NEW INDIA INVESTMENT TRUST
SHRS SHIRES INCOME PLC
BEMO BARING EMERGING EUROPE PLC
EGL ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST
CSH CIVITAS SOCIAL HOUSING PLC
GSF GORE STREET ENERGY STORAGE FUND
EBOX TRITAX EUROBOX GBP
MLI INDUSTRIALS REIT LTD
SONG HIPGNOSIS SONGS FUND LTD
Edison Investment Research Limited: IRLAB Therapeutics (IRLABA): Platf...
Edison Investment Research Limited Edison Investment Research Limited: IRLAB Therapeutics (IRLABA): Platform validated, pipeline momentum building 29-Nov-2021 / 08:00 GMT/BST London, UK, 29 November 2021 IRLAB Therapeutics (IRLABA): Platform validated, pipeline momentum building The for mesdopetam (IRL790) during Q321 was a significant achievement for IRLAB Therapeutics. It has provided strong external validation for IRLAB's ISP discovery platform and the $28m upfront payment has bolstered its cash runway. Moreover, with Ipsen now responsible for mesdopetam's Phase III deve...
Edison Investment Research Limited: Schroder AsiaPacific Fund (SDP): I...
Edison Investment Research Limited Edison Investment Research Limited: Schroder AsiaPacific Fund (SDP): Initiation - Successfully selecting winners across Asia 25-Nov-2021 / 08:00 GMT/BST London, UK, 25 November 2021 Schroder AsiaPacific Fund (SDP): Initiation - Successfully selecting winners across Asia Schroder AsiaPacific Fund (SDP) invests in companies located and trading primarily in China, South Korea, Taiwan, India and South-East Asia. SDP recently celebrated its 25-year anniversary and was managed by Mathew Dobbs from inception until his retirement in March 2021. How...
- Pedro Fonseca
Schroder AsiaPacific Fund - Successfully selecting winners across Asia
Schroder AsiaPacific Fund (SDP) invests in companies located and trading primarily in China, South Korea, Taiwan, India and South-East Asia. SDP recently celebrated its 25-year anniversary and was managed by Mathew Dobbs from inception until his retirement in March 2021. However, its new manager, Richard Sennitt, worked closely with Dobbs for 13 years and will maintain the same investment strategy and process: a bottom-up, stock-picking investment approach, which aims to achieve growth in excess...
- Sarah Godfrey
Strong returns from established Asia specialist
Schroder AsiaPacific Fund (SDP) invests in markets across the Asia Pacific region (excluding Japan) with the aim of achieving capital growth. Managed by Matthew Dobbs since launch in 1995, the trust is the largest and among the most liquid in its peer group. It has produced top-quartile NAV total returns over one, three and five years, also beating its benchmark MSCI AC Asia ex-Japan index over one, three, five and 10 years in both NAV and share price terms. In spite of this, it trades at a wide...
Hand-picked best ideas for long-term growth
Schroder AsiaPacific Fund (SDP) seeks to deliver capital growth by investing in companies in Asia, excluding Japan. The portfolio is managed by experienced manager Matthew Dobbs, whose focus is on stock selection. He is supported by a large Asia-based research team. Since the trust’s launch in 1995, Dobbs’s aim has been to build, monitor and manage a diverse portfolio of companies that exhibit visible earnings growth potential, sustainable returns and valuation support. Over most time periods, p...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.