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Interview with Steven Tredget from Oakley Capital

In this week’s show, James Carthew spoke to Steven Tredget from Oakley Capital. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would prefer […]

QuotedData’s Economic and Political Monthly Roundup March 2024

Economic and Political Roundup Investment companies | Monthly | March 2024 Despite further geopolitical uncertainty, US growth appeared undeterred, and the inflation rate continued on its downward trend, strengthening the likelihood of a soft landing. However, the inflation rate was higher than had been expected and the US central bank (the Federal Reserve or Fed) […]

QuotedData’s Real Estate Monthly Roundup – March 2024

Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was another month of disappointing share price performance for the real estate sector, as the timing of the fabled interest rate cuts that could kick start a recovery in the sector remains unclear […]

230526 reit mergers
QuotedData’s Investment Companies Roundup – March 2024

March 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in February 2024 The key drivers of market moves in February can be summarised as: a renewed fixation on AI; rising yields in response to higher than anticipated inflation in some markets; and rebounds in a number of markets that suffered during […]

Aquila European Renewables – Powering through

Aquila European Renewables Investment Companies | Update | 8 March 2024 Powering through A number of factors have combined to have a small negative effect on Aquila European Renewables’s (AERI’s) NAV and discount in recent weeks, including nerves about when interest rates will be cut, lower power prices, and the imposition of new taxes on […]

a kite surfer
Aquila European Renewables – Powering through

Aquila European Renewables Investment companies | Update | 8 March 2024 Powering through A number of factors appear to have combined to have a small negative effect on Aquila European Renewables’s (AERI’s) NAV and discount in recent weeks, including nerves about when interest rates will be cut, lower power prices, and the imposition of new […]

a kite surfer
Aquila European Renewables – Powering through

Aquila European Renewables Investment companies | Update | 8 March 2024 Powering through A number of factors have combined to have a small negative effect on Aquila European Renewables’s (AERI’s) net asset value (NAV) and the share price discount to NAV in recent weeks, including nerves about when interest rates will be cut, lower power […]

a kite surfer
Interview with Richard Aston from CC Japan Income & Growth Trust

In this week’s show, James Carthew spoke to Richard Aston from CC Japan Income & Growth Trust. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, […]

NextEnergy Solar Fund – High- and growing-income opportunity

NextEnergy Solar Fund Investment companies | Update | 7 March 2024 High- and growing-income opportunity NextEnergy Solar Fund (NESF) is almost 10 years old. Since launch, it has built a £1.2bn, 933MW portfolio of 100 operating solar assets, powering the equivalent of over 330,000 homes, declared dividends totalling £333m, and avoided the emission of about […]

NextEnergy Solar Fund – High- and growing-income opportunity

NextEnergy Solar Fund Investment Companies | Update | 7 March 2024 High- and growing-income opportunity NextEnergy Solar Fund (NESF) is almost 10 years old. Since launch, it has built a £1.2bn, 933MW portfolio of 100 operating solar assets, powering the equivalent of over 330,000 homes, declared dividends totalling £333m, and avoided the emission of about […]

NextEnergy Solar Fund – High- and growing-income opportunity?

NextEnergy Solar Fund Investment companies | Update | 7 March 2024 High- and growing-income opportunity? NextEnergy Solar Fund (NESF) is almost 10 years old. Since launch, it has built a £1.2bn, 933MW portfolio of 100 operating solar assets, powering the equivalent of over 330,000 homes, declared dividends totalling £333m, and avoided the emission of about […]

Pantheon Infrastructure – Compelling opportunity

Pantheon Infrastructure Investment Companies | Update | 6 March 2024 Compelling opportunity At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive NAV return over this period, despite increasingly challenging economic conditions, is a testament to the execution of the fund’s […]

Pantheon Infrastructure – Compelling opportunity

Pantheon Infrastructure Investment companies | Update | 6 March 2024 Compelling opportunity At just over two years old, the Pantheon Infrastructure Trust (PINT) can claim to have seen a lot in its short life. Its positive net asset value (NAV) return over this period, despite increasingly challenging economic conditions, is a testament to the execution […]

Polar Capital Global Healthcare – Healthy returns and a rosy outlook

Polar Capital Global Healthcare Investment Companies | Initiation | 5 March 2024 Healthy returns and a rosy outlook Polar Capital Global Healthcare (PCGH) is, as we show on page 16, the leading performer within its peer group over the long term. Its managers’ high-conviction approach and good stock-picking skills have helped it navigate a period […]

two smiling doctors/nurses
Polar Capital Global Healthcare – Healthy returns and a rosy outlook

Polar Capital Global Healthcare Investment companies | Initiation | 5 March 2024 Healthy returns and a rosy outlook Polar Capital Global Healthcare (PCGH) is, as we show on page 16, the leading performer within its peer group over the long term. Its managers’ feel that their high-conviction approach and stock-picking skills have helped the trust […]

two smiling doctors/nurses
Polar Capital Global Healthcare – Healthy returns and a rosy outlook

Polar Capital Global Healthcare Investment companies | Initiation | 5 March 2024 Healthy returns and a rosy outlook Polar Capital Global Healthcare (PCGH) is, as we show on page 17, the leading performer within its peer group over the long term. Its managers’ high-conviction approach and good stock-picking skills have helped it navigate a period […]

two smiling doctors/nurses
Interview with Charles Jillings from Utilico Emerging Markets

In this week’s show, Matthew Read spoke to Charles Jillings from Utilico Emerging Markets. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would […]

Interview with Gurpreet Gujral from Atrato Onsite Energy

In this week’s show, Richard Williams spoke to Gurpreet Gujral from Atrato Onsite Energy. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would […]

AVI Japan Opportunity – The sun has risen

AVI Japan Opportunity Investment companies | Annual Overview | 20 February 2024 The sun has risen 2023 has been a particularly noteworthy year for Japan, defined by impressive share price returns (at least in yen terms) and substantial progress in its path to improving corporate governance. The Tokyo Stock Exchange has implemented a series of […]

AVI Japan Opportunity – The sun has risen

AVI Japan Opportunity Investment companies | Annual overview | 20 February 2024 The sun has risen  2023 has been a particularly noteworthy year for Japan, defined by impressive share price returns (at least in yen terms) and substantial progress in its path to improving corporate governance. The Tokyo Stock Exchange has implemented a series of […]

AVI Japan Opportunity – The sun has risen

AVI Japan Opportunity Investment companies | Annual overview | 20 February 2024 The sun has risen 2023 been a noteworthy year for Japan, defined by strong share price returns (at least in yen terms) and progress in its path to improving corporate governance. The Tokyo Stock Exchange has implemented a series of new efforts to […]

Tritax EuroBox – Calmer waters

Tritax EuroBox Real estate | Update | 20 February 2024 Calmer waters After a period of interest rate volatility, real estate seems to have entered calmer waters, with some evidence of asset values stabilising, while occupier markets could support rental growth. Tritax EuroBox’s (EBOX’s) manager says that it is sailing in these waters too, as […]

Tritax EuroBox – Calmer waters

Tritax EuroBox Real estate | Update | 20 February 2024 Calmer waters After a tumultuous period of interest rate volatility (with the rapid rise in interest rates reflected in investment yields, causing values to fall), real estate has entered calmer waters. Asset values are stabilising and occupier markets remain supportive of rental growth. Tritax EuroBox […]

Tritax EuroBox – Calmer waters

Tritax EuroBox Real estate | Update | 20 February 2024 Calmer waters After a tumultuous period of interest rate volatility, real estate has entered calmer waters, with asset values stabilising and occupier markets remaining conducive of rental growth. Tritax EuroBox (EBOX) is sailing in these waters too, as demonstrated by a portfolio valuation that has […]

Interview with Richard Hulf from HydrogenOne Capital

In this week’s show, James Carthew spoke to Richard Hulf from HydrogenOne Capital. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would prefer to […]

Edinburgh Worldwide – “The opportunity is as exciting as ever”

Edinburgh Worldwide Investment companies | Annual Overview | 13 February 2024 “The opportunity is as exciting as ever” As the rate of inflation continues its descent (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks have been recovering and Edinburgh Worldwide (EWI), the most growth-focused of […]

Edinburgh Worldwide – “The opportunity is as exciting as ever”

Edinburgh Worldwide Investment companies | Annual Overview | 13 February 2024 “The opportunity is as exciting as ever” As the rate of inflation continues its descent (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks have been recovering and Edinburgh Worldwide (EWI), the most growth-focused of […]

Edinburgh Worldwide – “The opportunity is as exciting as ever”

Edinburgh Worldwide Investment companies | Annual Overview | 13 February 2024 “The opportunity is as exciting as ever” As the rate of inflation continues to fall (barring a small bounce in the UK in December 2023) interest rates look likely to fall. Growth stocks, which tend to suffer disproportionately when interest rates rise, have been […]

QuotedData’s Investment Companies Roundup – February 2024

February 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in January 2024 As with 2023, markets remained beholden to the trajectory of interest rates and inflation in January. Having steadily drifted downwards over the last month of the year, bond yields rose after an unexpected increase in inflation, with the data […]

QuotedData’s Real Estate Monthly Roundup – February 2024

Real Estate Roundup Kindly sponsored by abrdn Performance data January’s biggest movers in price terms are shown in the charts below. Investors seem to be taking a ‘wait-and-see’ approach to the real estate sector at the start of 2024, as inflation in the UK lags behind other developed economies and anticipated interest rate cuts may […]

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