Doceo Group’s Post

Iain Pyle CFA, ACA, Fund Manager of Shires Income plc, joins us for an update on the fund's recent performance. With a positive outlook on the UK mid-cap space, Pyle provides an overview of key portfolio holdings. Pyle also discusses the decision to exit the much-loved high street bakery chain Greggs, new opportunities within the Construction and Infrastructure sectors, and considers what a Labour Government could mean for UK equities. #SHRS #UKEquities #MidCap #UKEconomy #Construction #Infrastructure #LabourGovernment #InvestmentInsights

Covid and anti-obesity drugs sent some pharma stocks soaring, while biotech slowed. Portfolio Manager Paul Major of Bellevue Healthcare Trust told us he’s cautious about AI’s role in drug development and thinks the hype around obesity drugs might be missing the bigger picture: "In the excitement around these big trends, we’re missing more exciting stories focusing on medical equipment and developments in robotics." For further insight from Major on the biotech sector and why MedTech might be the area to watch, read the full article here. #Healthcare #Biotech #AI #MedTech #Investment #Pharma

Gabriel Sacks, Portfolio Manager of the abrdn Asia Focus plc Investment Trust joined us for an update on the fund. It saw a rise of 7.7% in absolute terms in Q2, bringing the NAV above 10% for the first half of the year, but what drove that growth? Sacks gives an overview of Asian markets, and in particular how Indian markets have adapted after the election. #AAS #India #Taiwain #China #Tech #Equities 

We recently had the pleasure of being joined by Craig Baker, Global CIO of WTW and Chair of the Investment Committee of Alliance Trust. The merger of Alliance Trust and Witan Investment Trust plc to form Alliance Witan sees the creation of a £5 billion Investment Trust, large enough for FTSE 100 inclusion. Baker provides the details on what brought the two Trusts together and plans for the future. What might shareholders expect to see moving forward? Our thanks to Craig Baker and the team. #ATST #WTAN #AllianceWitan #WTW #Merger #FTSE100

Doceo is very pleased to welcome Chief Economist at Tricio Investment Advisors Ltd, John Calverley, for a quarterly video series in which John will share his thoughts on the economic outlook for the period ahead. John was Chief Economist and Strategist at American Express Bank for 13 years before taking the position of Head of Macro-Economic Research at Standard Chartered, and he is now Chief Economist at Tricio Investment Advisors. We feel John’s expertise and unique insight will be of enormous value to our audience, and we look forward to utilising our position in the retail investor space to platform John’s knowledge. In the first of the series, John looks back rather than forward as he compares the UK and U.S. markets and investigates the divergence in fortunes since the pandemic. #Tricio #Doceo #UKEquities #USEquities #Energy

Jon Wallace, Investment Manager, JUPITER GREEN INVESTMENT TRUST PLC, explains how the Trust is focused on providing access to companies globally that are dedicated to offering solutions for critical environmental challenges. The fund looks to invest across six themes: 🚗 Green Mobility ⚡ Clean Energy 🏗 Green Buildings and Industry 🚜 Sustainable Agriculture and Land Ecosystems 🔄 Circular Economy 🌊 Sustainable Oceans and Freshwater Systems Wallace highlights water as an area in which the management team is finding many resilient investment opportunities. In particular, companies that are providing global solutions to businesses like utilities, addressing issues such as pollution in rivers and streams, as well as the emerging contaminant risk from 'forever chemicals'. UK Labour's victory in the recent General Election could prove to be a tailwind for the fund. Secretary of State for Energy Security and Net Zero, Ed Miliband, has already announced a new onshore wind and solar taskforce. Wallace sees further opportunities in water, with approximately £100bn – a figure Wallace feels may be conservative – expected to be invested in UK water infrastructure over the next five years. Though the fund doesn't have, and doesn't wish to have, exposure to UK-related water utilities, the management team thinks there are significant opportunities for some global companies that are providing services to those utilities. Though the landscape for renewables in the UK looks to be improving, what of the US? After the shock announcement that Joe Biden will no longer run for re-election, are we still likely to see a Trump victory? And if so, what might that mean for the Inflation Reduction Act? #JGC #Renewables #Water #CleanEnergy #GreenTransition #Agriculture #CircularEconomy #Wind

We recently shared a research note in collaboration with Capital Access Group, focusing on the BlackRock Energy and Resources Income Trust (BERI). Here's a brief overview: Key Insights: 🗂 Diversified Portfolio: BERI blends traditional energy (30%), mining (45%), and energy transition (25%) stocks, providing diversified exposure to significant global trends. 📈 Dividend Growth: Targeting a fourth consecutive year of dividend growth in FY24, with a healthy yield of 3.9%. 🧠 AI Infrastructure Opportunities: Positioned to benefit from infrastructure supporting the AI revolution, including power and materials like copper, iron, and steel. The Analyst's View: BERI’s flexibility in balancing traditional energy, mining, and energy transition investments provides resilience against market volatility and macroeconomic shifts. The Trust offers exposure to both immediate needs of energy transition and long-term potential of traditional energy sources. Sarah Godfrey, Investment Trust Analyst at Capital Access Group, believes BERI’s approach positions it well to capitalize on emerging opportunities in the energy and resources sectors. Access the full written note here:  https://lnkd.in/eGR83_sR #InvestmentResearch #InvestmentTrusts #BERI #EnergyTransition #Mining #TraditionalEnergy #AIRevolution

Mike Seidenberg, Lead Portfolio Manager, Allianz Technology Trust PLC, employs a multifaceted investment strategy. In this overview, Seidenberg explains how the trust identifies industry winners and key trends in a sector essential to global consumers. This process involves engaging with companies, CIOs, system operators, and user groups to gain a comprehensive understanding of the current environment, enabling them to determine who will be the primary beneficiaries throughout the supply chain. The Trust focuses on four central themes within the broader technology industry: 🔐 Cybersecurity - addressing the threats posed by our increasingly digital presence. ☁ The Cloud - facilitating enhanced digital business infrastructure. 🧠 Artificial Intelligence - enabling the analysis of large data sets. ⚡ Digital connectivity - expanding business opportunities. Thank you to Mike and the Allianz Technology Trust team for their time and insight. #ATT #Technology #Equities #AI #Cloud #Cybersecurity 

Doceo is very pleased to announce a collaboration with Capital Access Group that will allow the delivery of multimedia investment trust sponsored research in written, video, and audio format. The purpose of the joint venture is to leverage both Capital Access Group’s expertise in producing high quality investment trust research and Doceo’s video production capabilities to produce a more integrated research offering to investment trusts. Combining Doceo’s distribution power in the retail investor space with Capital Access Group’s network of mid-market investors including wealth managers, private client fund managers, regional funds and smaller asset managers, will allow for increased presence and engagement with a wider audience of potential and existing investors. Sam Buchanan, Managing Director at Doceo: “Capital Access Group write high quality accessible research that provides detailed insight into a variety of investment trusts. We are delighted to collaborate with the CAG team to create a fully digitalised research package suited to the modern investment trust landscape, and the changing needs of their boards.” Alex MacEwen, Head of Investment Trusts at Capital Access Group: "We are delighted to announce our partnership with Doceo in the development of digital research for investment trusts. Doceo has established an outstanding reputation for creating top-tier fund manager videos and establishing an extensive distribution network for retail investors. The introduction of digital research will cater to both professional investors and the expanding retail investor base, offering clients a comprehensive solution to effectively engage with both audiences across multiple media." With that said, we are delighted to share the first of our collaborations below in video. A research note on BlackRock Energy and Resources Income presented by Investment Trust Analyst, Sarah Godfrey. The full written note can be accessed here: https://lnkd.in/eGR83_sR