Prices and Markets

Sareum Holdings – Potential strategy in COVID-19

The pandemic presents Sareum with an unexpected opportunity to test its lead TYK2 inhibitor, SDC-1801, in COVID-19. Such a move would require external funding, but this could accelerate clinical development timelines and catalyse a substantial increase in value for the company. Meanwhile, the recent £1m fundraising allows Sareum to advance SDC-1801 towards trials for mainstream autoimmune conditions... Read more Sareum intends to make grant applications to explore the activity of SDC-1801 in COVID-19, where the aim would be to reduce...

Ecofin Global Utilities and Infrastructure Trust – Resilient income

Investors in search of income have been hit hard by the COVID-19 crisis. Bond yields and interest rates have tumbled, and dividend cuts have proliferated. By contrast, the companies in Ecofin Global Utilities and Infrastructure Trust’s (EGL’s) portfolio have proved relatively resilient. In addition, when paying its dividend, EGL is able to use its distributable reserves to top up any shortfall in revenue that might occur... Read more The defensive attractions of the sector have been recognised and, as investors...

CQS Natural Resources Growth and Income – Recovery on-hold, hold on

The managers of CQS Natural Resources Growth Income Trust (CYN) say that the covid-19 pandemic has delayed, rather than ended, the recovery they were seeing in the mining sector. After sharp falls in March, share prices have recouped some of their losses, but the managers believe there is much more to go for... Read more China and the rest of Asia is tentatively emerging from lockdown. While a ‘V’-shaped recovery for the economy looks unlikely, the market is looking through...

Investment Companies Guide – 2020

The NEW QuotedData Investment Companies Guide (2nd Edition) has been released. Building on the success of last year’s publication and updated to reflect developments within the Investment Company sector, the Guide reaches over 100,000 self-directed investors and their advisers.. Read more Partnership approach The guide has been supported by sponsors including Aberdeen Standard Investments, Jupiter Asset Management and Polar Capital and will be hosted by Alliance Trust Savings, Zurich, Transact, Interactive Investor, The Share Centre and Fidelity’s FundsNetwork on their respective...

The North American Income Trust – Purest access to US equity income

US equity income-focused funds, like the North American Income Trust (NAIT), have not had to deal with the suspension of dividends in the way that their UK peers have. Though share buybacks have ceased, regulators in the US have not banned bank distributions in the way that they have elsewhere, while healthcare, NAIT’s other major exposure, is holding up very well... Read more NAIT provides the purest access to North American income – its closest peer, BlackRock North American Income,...

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