QuotedData

01/06/2026

ETFs are often associated with transparency, low costs and ease of access.

But as Europe’s active ETF market develops, distribution, visibility and commercial incentives still matter.

In our latest QD view, David Batchelor looks at rebates, research and the less visible workings of the ETF market.

Read more: https://quoteddata.com/2026/05/rebates-research-and-the-hidden-workings-of-the-etf-market/

There are some words in financial services – from “guaranteed” to “uncorrelated” – that should set alarm bells ringing. Historically, “rebate” has been one of them. Anyone who remembers the pre-Retail Distribution Review world of fund supermarkets, platform payments and distribution ...

28/05/2026

Japan is the world’s fourth-largest economy, but it is not always front of mind for global investors.

In the latest episode of QuotedData in Focus, Matthew Read, CFA looks at some of the factors shaping the case for Japan, from government debt and investor perceptions to corporate governance reforms and the unwinding of cross-shareholdings.

With Japanese markets revisiting levels last seen during the 1980s boom, a weaker yen and a renewed focus on shareholder returns, the episode considers whether investors should be taking a fresh look.

Watch the full episode here: https://youtu.be/3a3b-tdyWQI

Japan is the world’s fourth-largest economy, yet it is often overlo...

28/05/2026

✴ 11am, Friday 29 May 2026
✴ Tune in here: https://quoteddata.com/events/in-the-hotseat-special-investing-in-uk-equities/

Joining QuotedData's Matthew Read, CFA & Gavin Lumsden on 'QuotedData's In The HotSeat Special' is Andy Marsh of MURRAY INCOME TRUST PLC, Ken Wotton of Strategic Equity Capital plc (Gresham House) & David Moss of Columbia Threadneedle Investments's UK High Income Trust for a panel discussion on Investing in UK Equities.

Join us with Andy, Ken & David - don't forget to submit your questions! We will be live streaming our In The HotSeat on YouTube. Subscribe here https://www.youtube.com//featured if you haven't already.

On 29 May, Matthew Read will walk us through the weekly news and Gavin Lumsden will be hosting a panel discussion on Investing in UK Equities – register here. You can join our livestream here for future weekly shows. Make sure you subscribe to our YouTube channel and click the notification button ...

21/05/2026

✴ 11am, Friday 22 May 2026
✴ Tune in here: https://quoteddata.com/events/in-the-hotseat-will-tamworth-of-artemis-uk-future-leaders/

Joining QuotedData's James Carthew on 'QuotedData's In The HotSeat' is William Tamworth of Artemis Investment Management.

Join us with Will - don't forget to submit your questions! We will be live streaming our In The HotSeat on YouTube. Subscribe here https://www.youtube.com/watch?v=ORQGC9_5x1o if you haven't already.

15/05/2026

Shareholder activism has an important role to play in the investment trust sector, particularly when discounts remain wide.

But the most effective approach may not always be the most confrontational one.

Cherry Reynard looks at the case for constructive activism – working with boards and shareholders to improve outcomes.

Read more: https://quoteddata.com/2026/05/activism-is-important-but-be-constructive/

The past month has seen a number of significant triumphs for Saba Capital’s aggressive brand of activism. Herald Investment Trust (HRI) had to be rescued by Aberdeen, with Saba winning a partial tender offer. The activist investor also won Edinburgh Worldwide (EWI), having ousted the chair and fiv...

14/05/2026

✴ 11am, Friday 15 May 2026
✴ Tune in here: https://quoteddata.com/events/in-the-hotseat-colm-walsh-of-icg-enterprise-investment-trust/

Joining QuotedData's James Carthew & Gavin Lumsden on 'QuotedData's In The HotSeat' is Colm Walsh of ICG Enterprise Trust PLC.

Join us with Colm - don't forget to submit your questions! We will be live streaming our In The HotSeat on YouTube. Subscribe here https://www.youtube.com//featured if you haven't already.

On 15 May, James Carthew will walk through the weekly news and Gavin Lumsden will interview Colm Walsh of ICG Enterprise Investment Trust – register here. You can join our livestream here for future weekly shows. Make sure you subscribe to our YouTube channel and click the notification button so t...

11/05/2026

London office landlords remain under pressure, with listed names such as Derwent London, Great Portland Estates and Helical trading at substantial discounts to NAV.

However, the prime central London office market continues to show signs of resilience. Demand is running above its long-term average and rental growth has been supported by a severe shortage of high-quality supply.

In this QD view, Richard Williams looks at whether the market may now be too bearish on London offices, particularly given the strength of the fundamentals at the premium end of the market.

Read the full article: https://quoteddata.com/2026/05/why-the-market-may-be-too-bearish-on-london-offices/

Given that real estate values are inversely correlated to interest rates, it is no surprise that the sector was among the poorest performers following the outbreak of war in Iran. March 2026 ranks among the worst single month performances by real estate equities in recent times – sitting alongside...

08/05/2026

Pantheon Infrastructure PLC (PINT) is entering a more mature phase, with stronger cash generation, covered dividends and recent asset sales highlighting its ability to realise value and recycle capital.

Read QuotedData’s latest note: https://quoteddata.com/research/pantheon-infrastructure-moving-to-a-new-phase-qd/

Moving to a new phase Pantheon Infrastructure (PINT) delivered strong results in 2025, with an NAV total return above its 8-10% target. This was driven by solid operational performance, higher EBITDA and better cash generation. The full-year dividend was increased and fully covered. PINT is now movi...

08/05/2026

THE LINDSELL TRAIN INVESTMENT TRUST PLC (LTI) has faced pressure from concerns around AI disruption, particularly in software and data holdings.

QuotedData’s latest note looks at why the manager believes some of that risk may be mispriced by the market.

Read the note: https://quoteddata.com/research/lindsell-train-investment-trust-market-mispricing-ai-risk-qd/

“Market mispricing AI risk” During global market uncertainty, Lindsell Train Investment Trust (LTI) and its manager, Lindsell Train Limited (LTL), have generally performed well as investors look for stable cash flows. Some holdings, especially in consumer staples, have been defensive during rece...

07/05/2026

✴ 11am, Friday 8 May 2026
✴ Tune in here: https://quoteddata.com/events/in-the-hotseat-alan-gauld-of-patria-private-equity/

Joining QuotedData's James Carthew on 'QuotedData's In The HotSeat' is Alan Gauld of Patria Private Equity Trust PLC.

Join us with Alan - don't forget to submit your questions! We will be live streaming our In The HotSeat on YouTube. Subscribe here https://www.youtube.com//featured if you haven't already.

On 8 May, James Carthew will walk through the weekly news and will interview Alan Gauld of Patria Private Equity – register here. You can join our livestream here for future weekly shows. Make sure you subscribe to our YouTube channel and click the notification button so that you are alerted to al...