Prices and Markets

QuotedData’s economic round up – May 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 May Economic and Political Roundup Roundup Global stock markets rose in April. Concerns about protectionism...

QuotedData investment companies roundup – May 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 April 2018. Kindly sponsored by Baillie Gifford. May Investment Companies Roundup India Capital Growth has experience a rebound in performance in the past month, as has the Indian market. The global infrastructure indices reached a low in late March and have recovered from there. Having underperformed,...

Premier Global Infrastructure Trust - Swings and roundabouts - Premier Global Infrastructure Trust (PGIT) has had a difficult start to 2018. Global markets have been focusing on growth and neglecting areas that are perceived as being defensive, such as utilities and infrastructure. PGIT’s capital structure has amplified the impact on the ordinary share NAV. However, valuation measures have improved significantly. These sectors could once again find favour should markets become more bearish, perhaps as a result of a slowdown in economic activity...

You know the old, universal idiom ‘’History repeats itself’’? There is no place where that famous saying is truer than the forex market, only in this case historical events are replaced by prices and charts. Even though machines and algorithms are doing most of the work, we tend to forget that the market itself will always fall victim to the flaws of the human psyche. As a result, the market trends have a tendency to repeat themselves, and the best...

Quarterly investment companies roundup – First quarter 2018 Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly with the implementation of trade tariffs by the Trump administration. Global bond markets reflected higher inflation, with most major government bond yields climbing. The median discount across all funds is still on a narrowing...

One of the promises made by Donald Trump during the 2016 elections was to "balance" the trade deficit between the United States and China. It now appears as if these threats have become a hard reality. The US recently imposed several tariffs on China. As a result, this massive powerhouse has responded in kind. All this has investors across the world very worried. The effects of such a trade war will have ramifications that reach far beyond these two nations....

QuotedData’s economic round up – April 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 Economic round up – April 2018 Roundup Stock markets have suffered their first meaningful fall for...

QuotedData investment companies roundup – April 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 March 2018. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, the FTSE 100 index was down nearly 10% from its January peak of approximately 7800.What looked like good news about the...

According to the International Energy Agency’s renewables 2017 report, three countries are going to account for two-thirds of global renewable energy expansion by 2022. Those countries are China, India, and the United States. While credit must be given to the former two for a boom in solar-panel deployments over the past year, the US can also take a bow for not only sharpened cost reductions, but also improving policies that support the use of renewable energy. The result of these...