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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 […]

Today

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 […]

Today

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 […]

Today

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 […]

Today

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 […]

Today

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 […]

16 Feb 2024

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 […]

13 Feb 2024

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 […]

13 Feb 2024

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 […]

13 Feb 2024

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 […]

12 Feb 2024

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 […]

12 Feb 2024
12 Feb 2024

QuotedData’s Economic and Political Monthly Roundup February 2024

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 […]

09 Feb 2024

Interview with Kartik Kumar from Artemis Alpha Trust

In this week’s show, James Carthew spoke to Kartik Kumar from Artemis Alpha 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 would prefer […]

07 Feb 2024

Chrysalis Investments – Turned a corner

Chrysalis Investments Investment companies | Update | 7 February 2024 Turned a corner Chrysalis Investments (CHRY) seems to have turned a corner. The welcome 6.5% jump in the NAV over the final quarter of 2023 (see page 11), encouraging news from many portfolio companies, an NAV enhancing (but unnamed) disposal in the works (see page […]

07 Feb 2024

Chrysalis Investments – Turned a corner

Chrysalis Investments Investment companies | Update | 7 February 2024 Turned a corner On some measures, Chrysalis Investments (CHRY) seems to have turned a corner. The manager points towards the 6.5% jump in the NAV over the final quarter of 2023, encouraging news from many portfolio companies, a NAV enhancing (but unnamed) disposal in the […]

07 Feb 2024

Chrysalis Investments – Turned a corner

Chrysalis Investments Investment companies | Update   | 7 February 2024 Turned a corner Chrysalis Investments (CHRY) seems to have turned a corner. The welcome 6.5% jump in the NAV over the final quarter of 2023, encouraging news from many portfolio companies, a NAV enhancing (but unnamed) disposal in the works, and the prospects of a […]

02 Feb 2024

Interview with Ross Grier from NextEnergy Capital

In this week’s show, James Carthew spoke to Ross Grier from NextEnergy 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 […]

30 Jan 2024

GCP Infrastructure – Don’t look back in anger

GCP Infrastructure Investment companies | Annual overview  |  30 January 2024 Don’t look back in anger There is no doubt that 2023 was a challenging year for GCP and the broader infrastructure sector as a confluence of factors weighed on performance, particularly the rapid increase in interest rates. Despite this, the company was still able […]

30 Jan 2024

GCP Infrastructure – Don’t look back in anger

GCP Infrastructure Investment companies | Annual overview  |  30 January 2024 Don’t look back in anger 2023 was a challenging year for GCP Infrastructure Investments Limited (GCP) as rising interest rates and several other factors appeared to weigh on returns. Despite this, the company was still able to generate positive NAV returns which the advisers […]

30 Jan 2024

GCP Infrastructure – Don’t look back in anger

GCP Infrastructure Investment companies | Annual overview | 30 January 2024 Don’t look back in anger There is no doubt that 2023 was a challenging year for GCP and the broader infrastructure sector as a confluence of factors weighed on performance, particularly the rapid increase in interest rates. Despite this, the company was still able […]

26 Jan 2024

Interview with Nick Montgomery & Bradley Biggins from Schroder Real Estate Investment Trust

In this week’s show, James Carthew spoke to Nick Montgomery and Bradley Biggins from Schroder Real Estate Investment 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. […]

23 Jan 2024

Gulf Investment Fund – In good hands

Gulf Investment Fund Investment companies | Annual overview  |  23 January 2024 In good hands In terms of both its alpha generation and NAV returns, Gulf Investment Fund (GIF) has been one of the best-performing strategies focusing on the Gulf region. The management team has recently increased exposure to the healthcare sector, which it believes […]

23 Jan 2024

Gulf Investment Fund – In good hands

Gulf Investment Fund Investment companies | Annual overview | 23 January 2024 In good hands Gulf Investment Fund (GIF) has demonstrated an ability to be one of the best-performing strategies focusing on the Gulf region, as illustrated by its net asset value (NAV) outperformance and its ability to generate sector-leading alpha (a measurement of manager […]

23 Jan 2024

Gulf Investment Fund – In good hands

Gulf Investment Fund Investment companies | Annual overview  |  23 January 2024 In good hands Gulf Investment Fund (GIF) has demonstrated an ability to be one of the best-performing strategies focusing on the Gulf region, as illustrated by its ability to generate sector-leading alpha. The team has recently expanded into the healthcare sector, which has […]

23 Jan 2024

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, appears to have been at the mercy of broader macro-economic conditions. However, the managers note […]

23 Jan 2024

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual Overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no […]

23 Jan 2024

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no […]

22 Jan 2024

QuotedData’s Investment Companies Roundup – January 2024

January 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in December 2023 December saw a continuation of November’s market rally, with the MSCI All Countries World Index up 4.1%. However, the excitement did show signs of faltering towards the end of the month, as investors had to weigh the actual likelihood […]

22 Jan 2024

QuotedData’s Investment Companies Annual Review – 2023

Review 2023 Annual roundup | Investment companies | January 2024 Over the worst, and the bulls are loose While there were plenty of financial headlines over 2023, inflation was still the main influence on markets. Rates of inflation are well below their 2022 peaks, but it was only towards the end of October 2023 that […]

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