Register Log-in Investor Type

Research

12 Apr 2024

Interview with Phil Waller from JPMorgan Global Core Real Assets

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 […]

11 Apr 2024

QuotedData’s Economic and Political Monthly Roundup April 2024

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 […]

11 Apr 2024

QuotedData’s Investment Companies Roundup – April 2024

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 […]

10 Apr 2024

abrdn Private Equity Opportunities – On the way to greener pastures?

abrdn Private Equity Opportunities  Investment companies | Update | 9 April 2024 On the way to greener pastures? Despite navigating through what its managers considered to be challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) was able to report both positive NAV growth and double-digit share price returns in its recently published annual results. […]

10 Apr 2024

abrdn Private Equity Opportunities – On the way to greener pastures

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 […]

10 Apr 2024

abrdn Private Equity Opportunities – On the way to greener pastures

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 NAV growth and double-digit share price returns. APEO’s discount has narrowed by more than […]

05 Apr 2024

Interview with Simon Farnsworth from Life Science REIT

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 […]

02 Apr 2024

Oakley Capital Investments – Getting down to business

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% NAV growth. More importantly, OCI achieved an 18% total shareholder […]

02 Apr 2024

Oakley Capital Investments – Getting down to business

Oakley Capital Investments Investment companies | Update | 2 April 2024 Getting down to business In spite of what seems like an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate earnings growth in 2023 (average 14% EBITDA growth), which in turn helped drive 4% NAV growth. In addition, OCI achieved an […]

02 Apr 2024

Oakley Capital Investments – Getting down to business

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 […]

27 Mar 2024

Temple Bar – Foundations for success

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 […]

27 Mar 2024

Temple Bar – Foundations for success

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 […]

27 Mar 2024

Temple Bar – Foundations for success

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 aimed to establish a well-diversified portfolio of value-orientated holdings, which it […]

22 Mar 2024

QuotedData’s Weekly News Show Special: Has the tide turned?

In this week’s show, James Carthew hosted a panel discussion between James Hart from Witan, Nish Patel from Columbia Threadneedle & Jonathan Brown from Invesco on growth investing. 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 […]

20 Mar 2024

BlackRock Throgmorton – AGM update

BlackRock Throgmorton – AGM update Investment companies | Flash note | 20 March 2024 Has Throgmorton’s fuse been lit? In yesterday’s BlackRock Throgmorton (THRG) annual general meeting, manager Dan Whitestone outlined what he sees as the significant potential for a surge in UK small and mid-cap valuations to outstrip those in the large cap sector […]

20 Mar 2024

BlackRock Throgmorton – AGM update

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 […]

20 Mar 2024

BlackRock Throgmorton – AGM update

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 small and mid-cap valuations to outstrip those in the large cap sector when the macroeconomic backdrop in […]

15 Mar 2024

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 […]

11 Mar 2024

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) […]

11 Mar 2024
11 Mar 2024

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 […]

08 Mar 2024

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 […]

08 Mar 2024

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 […]

08 Mar 2024

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 […]

08 Mar 2024

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, […]

07 Mar 2024

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 […]

07 Mar 2024

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 […]

07 Mar 2024

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 […]

06 Mar 2024

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 […]

Please review our cookie, privacy & data protection and terms and conditions policies and, if you accept, please select your place of residence and whether you are a private or professional investor.

You live in…

You are a…