Prices and Markets

Tensions between the US and China are hotting up, with talk of more tariffs to add to a growing ‘trade war’ between the planet’s two biggest economic superpowers. The starting gun on the conflict was fired when the US announced tariffs on steel and aluminium – a bold move by President Donald Trump that caused concerns among nations across the planet about the extent to which global free trade could be curtailed. This is far from the first trade dispute,...

Civitas Social Housing - Socially beneficial investing 180612 CSH Initiation QD In a world where investors want above-average, predictable, inflation-linked income; returns from an asset class whose values do not move in-line with equity markets; the ability to buy and sell easily; AND the chance to invest in a company that provides a clear benefit to society, few investments make the grade. However, Civitas Social Housing (CSH) could be said to tick all the boxes. CSH is helping to inject fresh equity...

Herald Investment Trust - From small acorns …. - Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from 24 holdings, all of which at least doubled in share price terms. These stocks, which accounted for 8.2% of the portfolio at the beginning of 2017, contributed 63% of HRI’s...

QuotedData's Economic round up – June 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen 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. Kindly sponsored by Polar Capital June Economic and Political Roundup A collation of recent insights on markets and economies taken...

QuotedData’s investment companies roundup – June 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of May 2018. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup The premium of biotech company, Syncona, rose on positive news on two of its portfolio investments. Electra Private Equity reported in its half year results released in May that it will begin a formal sales...

Aberdeen Emerging Markets - 10.6% a year for 20 years Aberdeen Emerging Markets (AEMC) will be 20 years old on 22 June 2018. This is no small feat; it has survived numerous crises in emerging markets (EM), the distortions of ‘hot money’ (where investors flood into, and later out of, whichever market or sector happens to be fashionable) and a long-standing market focus on growth sectors (which does not suit the managers’ value-investment style). Furthermore, since launch, it has delivered...

Ever since the UK voted for Brexit back in June 2016, the UK economy has seen its fair share of turbulence (not least with the pound dropping by 7% against the euro on the day of the vote). Whilst the Brexit waves are causing a little less of a stir in the economy then they were nearly two years ago, the looming exit date in March 2019 moving ever closer is sure to see a resurgence in economic turbulence. Here...

JPMorgan Russian Securities - Beyond politics Russia’s relationship with the West is deteriorating. A brief period of optimism that accompanied President Trump’s election proved fleeting and recent events suggest that any hope of an easing of sanctions in the short-term is ebbing away. President Putin has secured his election victory but, amid new US sanctions and fears of increasing conflict in Syria, the market suffered its largest fall in four years; who can say what Putin’s next move will be....

More and more people nowadays are trying their hand at foreign exchange. Due to this influx of interest, standing out from the crowd and turning considerable profits has become a lot more intricate. Furthermore, due to the complete digitalization of the market, technology now plays a huge role in all wins and losses. Signing up with a reliable forex trading platform is thus indispensable. By choosing the right one, you will have access to all the tools and data you...