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Matthew Read @QuotedData: “Another strong year for Temple Bar” $TMPL showing it “can make money in difficult conditions. The managers are not trying to second-guess macro events; instead, they lean into volatility & stick to their valuation discipline”. quoteddata.com/2026/03/temple…

Anybody else having problems trying to trade at HL @HLInvest today?

Lance and Purves @Redwheel_ say six stocks drove the bulk of $TMPL gains: NatWest Group, Barclays, Standard Chartered, Aviva, NN Group, and Johnson Matthey, rose by more than 50% in the year, and each thereby added at least 2% to the 33.9% return. londonstockexchange.com/news-article/T…

New chair Charles Cade says @Redwheel_ fund managers Ian Lance and Nick Purves have enabled $TMPL to beat the All-Share index by 8.9% a year since their appointment in October 2020.

Annual results from Temple Bar $TMPL confirm why it is top of the @AICPRESS UK Equity Income sector over 5yrs. Its underlying return of 33.9% in 2025 exceeded the 19.9% of the previous year & again beats the FTSE All-Share which delivered 24% (9.5% in 2024). 1/3

James Carthew @QuotedData says the big question at $SEIT is can the 14%-yielder sustain the dividend? “If so, it makes sense to sit tight & wait for a better exit environment rather than force the manager to make disposals that may be value destructive.” quoteddata.com/2026/03/sdcl-e…

More on $SEIT. Chair Tony Roper said: “The board continues to view the status quo, including the current share price discount to NAV, as untenable and is working with the manager to progress strategic solutions with a clear focus on achieving value for our shareholders.”

SDCL Efficiency Income $SEIT delivers the disposal it promised, selling portfolio of assets to French investor Kyotherm for £105m to cut debts but warns the 9% discount to asset value is as good as it can get in a buyers' market & its 49% share price discount remains untenable.

🚨Don't miss '@QuotedData's In The HotSeat' on Friday 20 March 2026 at 11am where James Carthew will be joined by Philip Kent of GCP Infrastructure. tinyurl.com/QDWNSGCP #QuotedData #News #Investing #GCP

JPMorgan Global Growth & Income $JGGI managers have cut their underweight to the AI tech rally, adding Alphabet & Broadcom, after their wariness on market's momentum saw it underperform in 2nd half of 2025 with a total 9.1% investment return vs MSCI All Countries World's 13.3%.

US Solar Fund $USF, the £98m renewables fund run by Amber Infrastructure, will "pause regular dividends" after a 0.255 cents per share fourth quarter dividend. This is to conserve cash after an 11.7% fall in generation last year left its payouts uncovered. londonstockexchange.com/news-article/U…

Palace Capital $PCA, the winding-down UK REIT that activist Lakestreet took control of in January, indicates a dividend cut is coming, saying it will no longer make uncovered distributions. However, the latest payment is held at 3.5p per share to use up some undistributed income.

LondonMetric Property $LMP, which has already expressed its interest in $PCTN, announces a £1.5bn refinancing of most of its unsecured debts that will save it around £6m a year and remove the risk of refinancing on to higher rates until 2029. londonstockexchange.com/news-article/L…

Picton Property Income $PCTN delays release of annual results due on 21 May to give the REIT time to choose a preferred bidder from the short list of proposals it has received during its strategic review and formal sale process. londonstockexchange.com/news-article/P…

High-yielding debt fund Fair Oaks Income $FAIR will switch from dollars to euros and cut its 2 US cents quarterly dividend to 1 euro cent which will reduce its base yield to 10% from 17% currently. There will also be a 1 for 10 share consolidation. londonstockexchange.com/news-article/F…

$PCT: "2026 has seen a meaningful rotation away from companies or subsectors perceived to have AI risk in favour of the secular AI infrastructure winners, those companies providing the physical building blocks of AI eg, semiconductor chips, data centres and power infrastructure."

Latest commentary from Polar Capital Technology $PCT fund managers Ben Rogoff and Alastair Unwin here polarcapitaltechnologytrust.co.uk/srp/lit/m9jQLL… Net asset value rose 4.3% in Feb and shares +2.8%. Over 10yrs the TSR is an astonishing 815%. 1/2

$MNL half-year investment return -1.4% dragged down by fall in Microsoft $MSFT which the manager had slashed from 21.8% to 4.8% and is now 0.5%. A 20p interim dividend up from 7p declared in line with new 40p policy to compensate for the hold in buybacks. londonstockexchange.com/news-article/M…

Half-year results from Manchester & London $MNL held 43.6% in Nvidia at 31 Jan with fund manager Mark Sheppard @mlcapman predicting shares in $4.4trn AI chip maker could reach $500. That’s 2.7x current $NVDA $182 price. Like rival $PCT, MNL is all-in on finding AI winners. 1/2

The interims showed SHIP made an underlying 9.5% $ return in the 6mths to 31 Dec from operating performance & rising charter-free values in a “strengthening shipping market”. Earnings cover for its 10 cents per share dividends is expected to be 1.6 times for the next 18 months.

“While geopolitics continue to be very influential in the shipping markets, we remain cautiously optimistic about the outlook of our markets both in the near and mid-term,” it says due to changing trade routes adding “significantly to tonne-mile shipping demand”.

Shipping operator Tufton Assets $SHIP tells investors in half-year results that it has no vessels in the Persian Gulf or the Gulf of Oman and its investment manager has requested charterers to avoid the conflict zones in the US and Israel’s war against Iran. 1/3