In this week’s show, Matthew Read spoke to Dean Orrico from Middlefield Canadian Income. 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 […]

Economic and Political Monthly Roundup Investment companies | Monthly | September 2023 August was a moderately volatile month for markets as the economic picture in China worsened. Developed markets held up better than emerging markets. Yields on US government debt rose. Oil prices edged up, but the big jump was in natural gas prices as […]

Real Estate Roundup Kindly sponsored by abrdn Performance data August’s biggest movers in price terms are shown in the charts below. The property sector remains in a state of limbo as investors await signs that interest rates have peaked. The median share price of REITs and listed property companies was down 2.4% over the month […]

September 2023 Monthly roundup  |  Investment companies Kindly sponsored by abrdn  Winners and losers in August 2023 Share price total returns for investment companies were generally poor over August, with the best performing sector, Debt – Structured Finance, returning just 2.1%, with only a few sectors managing to eke out a positive total return. Funds […]

Pantheon Infrastructure Investment companies | Update | 11 September 2023 Travelling in the right direction Pantheon Infrastructure (PINT) is less than two years old and is still adding to its portfolio. The most recent commitment is to Zenobe, a battery storage and electric vehicle fleet specialist. This was in conjunction with Infracapital – see page […]

abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of the few ways in which the average investor can access a diverse pool of private equity managers (many smaller investors do not meet the size threshold to invest […]

In this week’s show, James Carthew spoke to Prashant Khemka from Ashoka WhiteOak Emerging Markets 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, if you […]

Henderson High Income Investment companies | Annual Overview | 6 September 2023 There’s value in value Thanks to the combination of both high-yielding stocks and debt within its portfolio, Henderson High Income (HHI) gives its manager, David Smith, the toolkit he needs to navigate the higher inflationary environment that has dictated the fortunes of the […]

Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, cutting off its wind farm’s connection to the local power grid. This is going to act as a temporary constraint on cash flows generated […]

In this week’s show, James Carthew spoke to Ed Simpson from GCP 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 on as@quoteddata.com. Additionally, if you would prefer to […]

In this week’s show, Matthew Read spoke to Iain Pyle from Shires Income. 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 […]

Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 August 2023 Utilities and infrastructure at low tide In recent months, macroeconomic conditions have weighed on the utilities and infrastructure sectors and on the returns generated by Ecofin Global Utilities and Infrastructure (EGL). Now, as the peak of interest rates draws nearer and […]

In this week’s show, Richard Williams spoke to Richard Moffitt from Urban Logistics. 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 […]

GCP Infrastructure Investment companies | Update | 17 August 2023 Merger to unlock compelling value? GCP Infrastructure Investments (GCP) has announced a potential three-way merger between it, GCP Asset Backed Income (GABI), and RM Infrastructure Income (RMII). As we explore in this note, this has the potential to address some of the issues that may […]

abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector has seen the share price discount to net asset values (NAVs) among REITs and listed property companies remain excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation […]

Economic and Political Monthly Roundup Investment companies | Monthly | August 2023 The one thing finance seems to love is a good buzzword, with the most recent one being the ‘magnificent seven’ – the seven mega cap tech stocks which have dominated global equity markets over 2023 – specifically, Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia […]

Real Estate Roundup Kindly sponsored by abrdn Performance data July’s biggest movers in price terms are shown in the charts below. Better than expected inflation figures in the UK raised hope that interest rates had peaked, and that commercial property values may have bottomed out. Improving investor sentiment towards the sector was reflected in an […]

August 2023 Monthly roundup  |  Investment companies Kindly sponsored by abrdn  Winners and losers in July 2023 The China / Greater China sector led markets higher over the course of July following a Politburo meeting that outlined a range of measures designed to support the beleaguered economy. While the meeting provided some optimism for investors […]

In this week’s show, James Carthew spoke to Helen Steers from Pantheon International. 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 […]

In this week’s show, James Carthew spoke to Fotis Chatzimichalakis from Impax Asset Management, a portfolio manager of Impax Environmental 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 […]

Montanaro European Smaller Companies Investment companies | Annual overview | 01 August 2023 No Continental Drift Despite the headwinds it has faced – chief among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in high-quality, high-growth companies. MTE’s manager, George Cooke, has been unflinching in his approach, making little […]

In this week’s show, James Carthew spoke to Uzo Ekwue & Pav Sriharan from Schroders British Opportunities 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, […]

Chrysalis Investments Investment companies | Update | 26 July 2023 Putting growing pains behind it There is no denying that the last 18 months have been a challenge for Chrysalis Investments (CHRY). However, under the hood, the majority of the portfolio assets have actually performed reasonably well given the circumstances, especially when you consider that […]

In this week’s show, James Carthew spoke to Ian Lance from Temple Bar. 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 […]

AVI Japan Opportunity Investment companies | Update | 19 July 2023 Good governance, better returns The team behind AVI Japan Opportunity (AJOT) continues to champion the tenets of good corporate governance and shareholder alignment. On this front, it recently made some positive progress with one of its investments – NC Holdings – where it put […]

Real estate quarterly report Kindly sponsored by abrdn Discounted indiscriminately Stubbornly high inflation in the UK has raised the prospect of higher for longer interest rates, with the base rate hitting 5.0% in the UK dashing any hopes of a recovery in commercial property values for the foreseeable future. This negative outlook was reflected in […]

Second quarter of 2023 Investment Companies | Quarterly roundup | July 2023 Kindly sponsored by abrdn Calm like a bomb As we wave goodbye to the first half of 2023, we can reflect on what may well go down as one of the most bizarre periods in recent market history. The dominant assumption to begin […]

Economic and Political Monthly Roundup Investment companies | Monthly | July 2023 Picking up from where they left off in May, US markets continued to surge ahead in June, comfortably outperforming their global peers. The return to US dominance has been well documented, particularly regarding index concentration, with the top seven companies on the NASDAQ […]

July 2023 Monthly roundup  |  Investment companies Kindly sponsored by abrdn  Winners and losers in June 2023 With much of the recent focus on the resilience of developed markets, particularly the US, a number of emerging economies have outperformed, leaning on macro stability and supportive fiscal spending made possible by moderating inflation. India leads the […]

Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. Sticky inflation in the UK and the Bank of England’s 0.5% hike in interest rates, which now sit at 5.0%, their highest level in 15 years, saw uncertainty return to the property market. The […]