Our Research

Subscribe for research RSS Feed
Today

Gresham House Energy Storage puts itself up for sale

Shares in Gresham House Energy Storage (GRID) jumped over 6% today after the £540m battery fund unexpectedly put itself up for sale, whilst at the same time saying it would continue to “pursue” its growth plan. Just six weeks after formally rejecting a call from activist investor PrimeStone Capital to sell up and claiming a […]

Today

Chrysalis ignores Anne Boden share sale to lift Starling bank to a £3.4bn implied valuation, its only third quarter riser

Chrysalis (CHRY) has dismissed the relevance of a cut-price share sale by former Starling bank boss Anne Boden, adding £47.9m to the valuation of the digital challenger that now accounts for nearly two thirds of the portfolio in wind-down.  Last month Sky News and the Sunday Times said that Starling founder Boden, who left the […]

Today

Morning briefing: JAM co-manager Spence leaves; Home REIT slashes third quarter costs; AVI Japan boosted by private equity bid for Broadmedia; AIC calls for MSCI and S&P indices to include real assets funds

JPMorgan American (JAM) co-portfolio manager Graham Spence will leave JPMorgan Asset Management in the first quarter of next year to pursue a new opportunity, having only joined the £1.9bn investment trust’s team in March last year. JAM’s large-cap value portfolio will continue to be run by Jack Caffrey, who has 24 years’ experience, and its […]

30 Oct 2026

Developers, deals and a 6% yield – inside GPM’s relaunch

Golden Prospect Precious Metals (GPM) has been through quite a transformation over the past few months. What began with the unexpected resignation of the former portfolio managers has developed into an effective relaunch of the investment company, with a new management team, a more attractive fee structure, a substantially enhanced dividend policy and a move […]

30 Oct 2026

Neuberger Private Equity ramps up disposals to fund more buybacks and swaps Action holding for 3i Group shares

Neuberger Private Equity Partners (NBPE), the £562m co-investor in unquoted companies, has announced $146.5m (£109m) of disposals just over two weeks after activist Saba Capital disclosed a 5% stake in its heavily discounted shares. Three full and two partial sales of investments in September and October generated proceeds of $81m, 7% below their valuation at […]

30 Oct 2026

Fine Wind, Clear Morning: Japan’s Corporate Governance Reform Enters a New Phase

In March 2025, we wrote about Japan’s corporate governance transformation through the lens of Katsushika Hokusai’s The Great Wave off Kanagawa. The metaphor felt appropriate. A powerful wave of change was breaking over Japan’s corporate landscape, driven by regulatory reform, pressure from investors and a growing recognition among companies themselves that capital could no longer […]

30 Oct 2026

Morning briefing: Golden Prospect says its shares have fallen below the annual subscription price; AUSC and JUGI publish merger circulars; Ripple fall knocks Tetragon

Golden Prospect Precious Metals (GPM), the £76m mining fund where Baker Steel fund managers Mark Burridge and Trevor Steel took charge this month, has reminded shareholders of their annual right to subscribe for one new share for every five they own at 30 November. This year the price of the new shares is 101.35p. The […]

29 Oct 2026

Covered-call ETFs: why high payouts do not always mean high returns

Four Global X covered-call exchange-traded funds (ETFs) go ex-dividend today (29 October 2026). The funds show why strategies with large cash distributions are becoming more popular, and why investors need to tell income apart from total return. The latest monthly distributions, announced on 22 October and payable on 6 November, are: ETF Ticker Distribution per […]

Upcoming Events