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 [email protected]. 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 [email protected]. 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 […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 August 2023 Utilities and infrastructure at low tide In recent months, macroeconomic conditions appear to 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 hopefully […]
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 [email protected]. 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 […]
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, the adviser believes that this has the potential to address some of […]
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 discount rates among REITs and listed property companies remain excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation correction at the end of 2022 and […]
abrdn Property Income Trust REITs | Update | 16 August 2023 Ready and waiting Negative investor sentiment towards the commercial real estate sector appears to be behind the discounts to NAV among REITs and listed property companies remaining excessively wide, including abrdn Property Income Trust (API). This is despite a large valuation correction at the […]
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 [email protected]. 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 […]
Montanaro European Smaller Companies Investment companies | Annual overview | 01 August 2023 No Continental Drift Despite the headwinds it has faced – among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in what its manager believes are high-quality, high-growth companies. MTE’s manager, George Cooke, has not changed his […]
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 [email protected]. Additionally, […]
Chrysalis Investments Investment companies | Update | 26 July 2023 Putting growing pains behind it The last 18 months have been a challenge for Chrysalis Investments (CHRY). However, under the hood, it appears that majority of the portfolio assets have actually performed reasonably well given the circumstances, especially when you consider that one company, Klarna, […]
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 […]
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 [email protected]. 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 at NC Holdings AGM. The benefits that it can accrue through improved […]
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 […]
AVI Japan Opportunity Investment companies | Update | 19 July 2023 Good governance, better returns The team behind AVI Japan Opportunity (AJOT) continues to champion what they believe are the tenets of good corporate governance and shareholder alignment. On this front, it recently made some positive progress at NC Holdings AGM. The benefits that it […]
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 […]
