Sustainable long-term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term outlook […]

In this week’s show, James Carthew spoke to Nick Brind from Polar Capital Global Financials. 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 Aiman. Additionally, if you would […]

In this week’s show, James Carthew spoke to Edward Hunt from HICL Infrastructure. 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 Aiman. Additionally, if you would prefer to […]

Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 17 May 2024 Fundamental story to drive returns By almost every measure, Downing Renewables and Infrastructure Trust (DORE) has delivered above expectations since its IPO in December 2020. A net asset value (NAV) total return of 33% over this period highlights the already strong […]

Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]

Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. As the interest rates waiting game continues, the real estate sector was flat during April, with the mean average share price at 0.0% and the median average down 1.4%. Self-storage specialist Lok’n Store’s share price jumped on news […]

Economic and Political Roundup Investment companies | Monthly | April 2024 The conflicts in Ukraine and the Middle East continued throughout April, with oil volatile on fears of an escalation to the conflict between Israel and Iran. Meanwhile, moderately improving figures have fuelled hopes for economic recovery in several markets. In a rather unexpected turn […]

May 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in April 2024 Chinese shares lead the list of best performers in April, although they remain deeply depressed with the world’s second largest economy still struggling with a range of long-standing structural issues. So far, the People’s Bank of China has been […]

In this week’s show, James Carthew spoke to Richard Pindar from Literacy 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 Aiman. Additionally, if you would prefer to […]

Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]

CQS Natural Resources Growth and Income Investment companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for the commodities and natural resources sector, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates look to be past […]

In this week’s show, James Carthew spoke to Laura Foll from Lowland Investment Company. 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 Aiman. Additionally, if you would prefer […]

First quarter of 2024 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Equity rally belies difficult quarter for sector 2024 started on strong footing, with global equities (as measured by the MSCI All Countries World Index) rallying 9.2% over the first three months (in sterling terms). However, while there some standouts […]

In this week’s show, James Carthew spoke to Ken Wotton from Strategic Equity 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 Aiman. Additionally, if you would prefer […]

Bluefield Solar Income Fund  Investment companies | Update | 24 April 2024 Fundamentals shine despite discount In common with the other funds in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with its ongoing fundamental performance (including strong revenue and […]

Fundamentals shine despite discount In common with the other funds in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with its ongoing fundamental performance (including strong revenue and earnings growth) failing to reverse a steady slide in its shares which […]

HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions (including stubborn inflation and still […]

In this week’s show, James Carthew spoke to Jean-Hugues de Lamaze from Ecofin Global Utilities & Infrastructure. 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 Aiman. Additionally, if […]

In this week’s show, James Carthew spoke to Phil Waller from JPMorgan Global Core Real Assets. 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 […]

Economic and Political Roundup Investment companies | Monthly | April 2024 During March, whilst the conflicts in Ukraine and the Middle East showed little sign of resolution, economic affairs elsewhere appeared relatively promising. In the US, the Federal Reserve (Fed) held interest rates between 5.25% to 5.50%, its stance stemming from continued labour market resilience […]

April 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in March 2024 Green shoots have finally started to emerge in the UK property market with logistics and healthcare the two best performing subsectors in March, up 8.7% and 6.0% respectively. Returns were boosted by February’s inflation data which, while still well […]

abrdn Private Equity Opportunities  Investment companies | Update | 10 April 2024 On the way to greener pastures Despite navigating through challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) achieved remarkable success with recently published annual results reporting both positive net asset value (NAV) growth and double-digit share price returns. APEO’s discount to NAV […]

In this week’s show, Richard Williams spoke to Simon Farnsworth from Life Science REIT. 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 […]

Oakley Capital Investments Investment companies | Update | 2 April 2024 Getting down to business In spite of an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate robust earnings growth in 2023 (average 14% EBITDA growth), which in turn drove 4% net asset value (NAV) growth. More importantly, OCI achieved an […]

Temple Bar Investment companies | Update | 27 March 2024 Foundations for success We are now more than three years into the tenure of Ian Lance and Nick Purves as managers of the Temple Bar Investment Trust. In that time, the Redwheel team has established a well-diversified portfolio of value-orientated holdings, positioned for what they […]

BlackRock Throgmorton – AGM update Investment companies | Flash note | 20 March 2024 Throgmorton’s fuse is lit In yesterday’s BlackRock Throgmorton (THRG) annual general meeting, manager Dan Whitestone outlined the significant potential for a surge in UK equities, with small and mid-caps outperforming large caps by a sizeable margin, as the macroeconomic outlook in […]