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Investment Companies Research

03 Feb 2023

Interview with Will Fulton from UK Commercial Property REIT

In this week’s show, Richard Williams spoke to Will Fulton from UK Commercial Property 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 […]

27 Jan 2023

Interview with Eileen Fargis from Ecofin US Renewables Infrastructure Trust

In this week’s show, James Carthew spoke to Eileen Fargis from Ecofin US Renewables Infrastructure 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 […]

26 Jan 2023

Ecofin US Renewables Infrastructure Trust – Back on track

Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust (RNEW) moved from a premium to a discount in July 2022 as the original fund management team resigned. The portfolio assembled is solid, performing well and delivering on expectations. A new fund management […]

26 Jan 2023

Ecofin US Renewables Infrastructure Trust – Back on track

Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust’s (RNEW’s) share price moved from a premium to net asset value (NAV) to a discount in July 2022 as the original fund management team resigned. The portfolio assembled is solid, performing well and […]

26 Jan 2023

Ecofin US Renewables Infrastructure Trust – Back on track

Ecofin US Renewables Infrastructure Trust Investment companies | Annual overview | 26 January 2023 Back on track Ecofin US Renewables Infrastructure Trust (RNEW) moved from a premium to a discount in July 2022 coincident with the resignation of the original fund management team. A new fund management team, led by Eileen Fargis, is now in […]

24 Jan 2023

QuotedData’s Investment Companies Annual Review – 2022

Review 2022 Annual roundup | Investment companies | January 2023 Kindly sponsored by abrdn A year to forget? Any optimism that investors felt going into 2022 was dashed in February with Russia’s invasion of Ukraine. Resultant jumps in energy and food prices helped entrench inflation, requiring more aggressive interest rate hikes from central banks. Investments […]

24 Jan 2023

QuotedData’s Real Estate Annual Review – 2022

Real Estate Annual Review Kindly sponsored by abrdn The year the rug was pulled out 2022 will be remembered as the year that the rug was pulled from under the property sector. Having benefitted from decades of low interest rates, which had fuelled debt-ladened deals and piqued the appetite of global investors looking for more […]

20 Jan 2023

Interview with Stephanie Sirota from RTW Venture Fund

In this week’s show, James Carthew spoke to Stephanie Sirota from RTW Venture Fund. 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 […]

17 Jan 2023

Conviction Life Sciences Company – CLSC Initial Public Offering – update

CLSC Initial Public Offering Investment companies | IPO note – update | 17 January 2023 Conviction Life Sciences Company (CLSC) has a target issuance of up to 100m ordinary shares at 100p per share as part of the company’s initial issue, equal to an initial market cap of up to £100m. CLSC is being launched […]

17 Jan 2023

Conviction Life Sciences Company – CLSC Initial Public Offering – update

  CLSC Initial Public Offering Investment companies | IPO note – update | 17 January 2023 Conviction Life Sciences Company (CLSC) has a target issuance of up to 100m ordinary shares at 100p per share as part of the company’s initial issue, equal to an initial market cap of up to £100m. CLSC is being […]

13 Jan 2023

Interview with Thao Ngo from Vietnam Enterprise

In this week’s show, James Carthew spoke to Thao Ngo from Vietnam Enterprise. 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 […]

12 Jan 2023

abrdn European Logistics Income – Negotiating choppy waters

Negotiating choppy waters High interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its UK peers despite […]

12 Jan 2023

abrdn European Logistics Income – Negotiating choppy waters

Negotiating choppy waters It appears that high interest rates have hit the share price of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its discount widen to 34.0% – in line with its […]

12 Jan 2023

abrdn European Logistics Income – Negotiating choppy waters

Negotiating choppy waters High interest rates have hit the share prices of real estate companies, with those in sectors with low investment yields, such as logistics, particularly impacted. abrdn European Logistics Income (ASLI) is no different and the market turmoil has seen its share price discount to net asset value (NAV) widen to 34.0% – […]

12 Jan 2023

Bluefield Solar Income Fund – Politicians cloud otherwise bright future

Bluefield Solar Income Fund Investment companies | Annual overview | 12 January 2023 Politicians cloud otherwise bright future There are a lot of moving parts that go into making Bluefield Solar Income Fund (BSIF) run smoothly. However, the net result should be a fund that offers investors attractive, relatively predictable and largely inflation-linked levels of […]

12 Jan 2023

Bluefield Solar Income Fund – Politicians cloud otherwise bright future

Bluefield Solar Income Fund Investment companies | Annual overview | 12 January 2023 Politicians cloud otherwise bright future? There are a lot of moving parts that go into making Bluefield Solar Income Fund (BSIF) run smoothly. However, when brought together as one, the aim is that BSIF should be a fund that offers investors attractive, […]

12 Jan 2023

Bluefield Solar Income Fund – Politicians cloud otherwise bright future

Bluefield Solar Income Fund Investment companies | Annual overview | 12 January 2023 Politicians cloud otherwise bright future As we describe in this note, there are a lot of moving parts that go into making Bluefield Solar Income Fund (BSIF) run smoothly. However, the net result should be a fund that offers investors attractive, relatively […]

11 Jan 2023

Herald Investment Trust – Efficiency savings

Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, has been caught up in the grips of 2022’s market selloff, the fundamentals of many of the companies in its portfolio have remained largely unscathed. In fact, HRI’s management […]

11 Jan 2023

Herald Investment Trust – Efficiency savings

Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, appears to have been caught up in the grips of 2022’s market selloff, its manager says that the fundamentals of many of the companies in its portfolio have remained […]

11 Jan 2023

Herald Investment Trust – Efficiency savings

Henderson High Income Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, has been caught up in the grips of 2022’s market selloff, the fundamentals of many of the companies in its portfolio have remained largely unscathed. In fact, the management […]

06 Jan 2023
05 Jan 2023

QuotedData’s Real Estate Monthly Roundup – January 2023

Real Estate Roundup Kindly sponsored by abrdn Performance data December’s biggest movers in price terms are shown in the charts below. 2022 ended with another difficult month for property companies as the sector continues to get to grips with the impact of higher interest rates. There were several funds that performed well during December, however. […]

05 Jan 2023

QuotedData’s Economic and Political Monthly Roundup January 2023

Economic and Political Monthly Roundup Investment companies | Monthly | January 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]

05 Jan 2023

QuotedData’s Investment Companies Roundup – January 2023

December 2022 Monthly roundup  |  Investment companies Winners and losers in December 2022 The Financials sector only has two constituents, one of these – Trian Investors 1 – has seen its discount narrow since it promised to return cash to investors by next June, and it has also benefited from underlying NAV appreciation. Last month’s […]

21 Dec 2022

Henderson High Income – Does what it says on the tin

Henderson High Income Investment companies | Update | 21 December 2022 Does what it says on the tin Whilst 2022 has been a harrowing year for many trusts, Henderson High Income Trust (HHI) has generated a positive 12-month NAV return and still offers an attractive dividend yield, one of the highest amongst its peers (see […]

21 Dec 2022

Henderson High Income – Does what it says on the tin

Henderson High Income Investment companies | Update | 21 December 2022 Does what it says on the tin Whilst 2022 has been a harrowing year for many trusts, Henderson High Income Trust (HHI) has generated a positive 12-month NAV return and still offers a yield that ranks as one of the highest amongst its peers. […]

21 Dec 2022

Henderson High Income – Does what it says on the tin

Henderson High Income Investment companies | Update | 21 December 2022 Does what it says on the tin Whilst 2022 has been a harrowing year for many trusts, Henderson High Income Trust (HHI) has generated a positive 12-month NAV return and still offers an attractive yield, one of the highest amongst its peers. Manager David […]

20 Dec 2022

abrdn Property Income Trust – Laser focus on the basics

Laser focus on the basics The discount rating amongst the real estate sector has widened dramatically since the end of September after the disastrous ‘mini’-budget spooked gilt markets and sent bond yields above property yields. Things have since calmed down to some degree and even though the repricing of real estate has further to play […]

20 Dec 2022

abrdn Property Income Trust – Laser focus on the basics

Laser focus on the basics Share price discounts to net asset values (NAVs) amongst commercial real estate companies has widened dramatically since the end of September after the disastrous ‘mini’-budget spooked gilt markets and sent bond yields above property yields (implying that property yields will rise, and values fall). Things have since calmed down to […]

20 Dec 2022

abrdn Property Income Trust – Laser focus on the basics

Laser focus on the basics The discount rating amongst the UK real estate sector has widened dramatically since the end of September after the ‘mini’-budget caused bond yields to rise above property yields. Gilts have reduced since October and even though the repricing of real estate is likely to have further to play out, abrdn […]

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