• Privacy policy
  • T&C’s
  • About Us
    • FAQ
    • Meet the Team
  • Contact us
  • Guest Content
TLE ONLINE SHOP!
  • TLE
  • News
  • Politics
  • Business
  • Sport
  • Opinion
  • Elevenses
  • Entertainment
    • All Entertainment
    • Film
    • Lifestyle
      • Horoscopes
    • Lottery Results
      • Lotto
      • Thunderball
      • Set For Life
      • EuroMillions
  • Food
    • All Food
    • Recipes
  • Property
  • Travel
  • Tech/Auto
  • JOBS
No Result
View All Result
The London Economic
SUPPORT THE LONDON ECONOMIC
NEWSLETTER
  • TLE
  • News
  • Politics
  • Business
  • Sport
  • Opinion
  • Elevenses
  • Entertainment
    • All Entertainment
    • Film
    • Lifestyle
      • Horoscopes
    • Lottery Results
      • Lotto
      • Thunderball
      • Set For Life
      • EuroMillions
  • Food
    • All Food
    • Recipes
  • Property
  • Travel
  • Tech/Auto
  • JOBS
No Result
View All Result
The London Economic
No Result
View All Result
Home Prices and Markets

Quarterly Investment Companies Review – Q3

There was palpable shift in sentiment over the third quarter with the cautionary undertone perhaps best reflected by gold’s resurgence. Ongoing trade jockeying between the US and China did not help the mood and neither did the Argentine debt default in August. At the real economy level, manufacturing output has been trending lower across some […]

Edward Marten by Edward Marten
2019-10-16 11:37
in Prices and Markets
FacebookTwitterLinkedinEmailWhatsapp

There was palpable shift in sentiment over the third quarter with the cautionary undertone perhaps best reflected by gold’s resurgence. Ongoing trade jockeying between the US and China did not help the mood and neither did the Argentine debt default in August. At the real economy level, manufacturing output has been trending lower across some of the major global economies…. Read more

In this issue

Performance data – There was palpable shift in sentiment over the third quarter with the cautionary undertone perhaps best reflected by gold’s resurgence. Ongoing trade jockeying between the US and China did not help the mood and neither did the Argentine debt default in August. At the real economy level, manufacturing output has been trending lower across some of the major global economies. Demand for safe-haven exposure drove up the price of gold, which benefitted Golden Prospect Precious Metals and UIL;

Money in and out – Fundraising over the summer period was quiet. There was one new issue with JPMorgan launching Global Core Real Assets, raising £148.9m;

Discounts/premiums – Doric Nimrod Air Three’s share price was quite volatile over August and September, much more so than its sister funds. It might be that a large shareholder is looking to exit;

Major news stories – Woodford Patient Capital reported results. Earlier in the quarter, WPCT slashed its NAV on write downs. Elsewhere, We had inaugural results from Ashoka India Equity and US Solar.

New research

India Capital Growth – Discounted value

Jupiter Emerging & Frontier Income – Unjustified discount?

Montanaro European Smaller Companies Trust – Focus on the small picture

JLEN Environmental Assets – Battery storage potential

Civitas Social Housing – Targeting full dividend cover

JPMorgan Russian Securities – Outperforming and attractively valued

International Biotechnology Trust – Healthy yield attracts investors

Aberdeen Emerging Markets – The stars may be aligning

Seneca Global Income & Growth Trust – Going for gold!

Standard Life Investments Property Income Trust – KYT (know your tenant)

Strategic Equity Capital – Discounted opportunity

NB: this note has been prepared by Marten & Co and is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the FCA. Marten & Co is not permitted to provide investment advice to individual investors.

Content Protection by DMCA.com

RelatedPosts

US Interest Rates Set to Remain High. What Could This Mean for the Dollar?

Wall Street expert says Credit Suisse will be next major bank to fold

NI Protocol success could lead to ‘best case scenario’ for the pound in 2023

How to Trade Forex Using Technical Analysis

Subscribe to our Newsletter

View our  Privacy Policy and Terms & Conditions

Trending on TLE

  • All
  • trending

Elevenses: Exposing the Tories’ Deepfake Illegal Immigration Bill

Elevenses: Rishi’s Finest Hour

Elevenses: Fear and Loathing in the New Conservatives

More from TLE

Chomsky: “Trump Is the Worst Criminal in History, Undeniably”

Video – Woman suffers rare condition which sees her joints dislocate 60 times a day

Ahead of Sweden game is this the most patriotic street in England?

Happiness: It’s Not About the Money

Medicine supplies cannot be guaranteed in no-deal Brexit

Spirit of the Month – Jim Beam Double Oak

With the abolition of DFID, Global Britain has shrunk

Johnson accused of hiding – again – amid update on New Year Covid rules

East London bottled cocktail specialists Black Lines launch bottled Negroni

Forget tech, we need respect for football referees

JOBS

FIND MORE JOBS

About Us

TheLondonEconomic.com – Open, accessible and accountable news, sport, culture and lifestyle.

Read more

Contact

Editorial enquiries, please contact: [email protected]

Commercial enquiries, please contact: [email protected]

Address

The London Economic Newspaper Limited t/a TLE
Company number 09221879
International House,
24 Holborn Viaduct,
London EC1A 2BN,
United Kingdom

SUPPORT

We do not charge or put articles behind a paywall. If you can, please show your appreciation for our free content by donating whatever you think is fair to help keep TLE growing and support real, independent, investigative journalism.

DONATE & SUPPORT

© 2019 thelondoneconomic.com - TLE, International House, 24 Holborn Viaduct, London EC1A 2BN. All Rights Reserved.




No Result
View All Result
  • Home
  • News
  • Politics
  • Business
  • Sport
  • Entertainment
  • Lifestyle
  • Food
  • Travel
  • JOBS
  • More…
    • Elevenses
    • Opinion
    • Property
    • Tech & Auto
  • About Us
    • Meet the Team
    • Privacy policy
  • Contact us

© 2019 thelondoneconomic.com - TLE, International House, 24 Holborn Viaduct, London EC1A 2BN. All Rights Reserved.