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 […]

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 […]

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 […]

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) […]

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 […]

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 […]

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 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 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 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 […]

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 […]

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 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 […]

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 […]

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 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 […]

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 […]

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 […]

Economic and Political Roundup Investment companies | Monthly | February 2024 Amid the heightened geopolitical friction that has continued from December, global returns in January were relatively solid. In the US, GDP grew at an annualised 3.3% in the fourth quarter of 2023, while a blockbuster jobs report at the beginning of February reignited inflation […]