Powering up Over the past year, as its portfolio continues to mature, Pantheon Infrastructure (PINT) has risen towards the top-end of peer group performance tables as Figure 11 on page 12 shows. Over the first six months of 2024, PINT reported a NAV return of 8.5%, running well ahead of its target of 8%–10% per […]
Powering up Over the past year, as its portfolio continues to mature, Pantheon Infrastructure (PINT) has risen towards the top-end of peer group performance tables as Figure 11 on page 11 shows. Over the first six months of 2024, PINT reported a NAV return of 8.5%, running well ahead of its target of 8%–10% per […]
In this week’s show, Matthew Read spoke to Ian ‘Franco’ Francis from CQS New City High Yield. 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 Aiman. Additionally, if you would […]
Entering orbit Seraphim Space Investment Trust (SSIT) continues to see its portfolio of SpaceTech companies achieve what its managers believe are key milestones. Over SSIT’s financial year, its companies raised $900m in new investments, with SSIT contributing £11m across 10 positions. Examples include the oversubscribed IPO of Astroscale, the successful capital raise of D-Orbit, and […]
Entering orbit Seraphim Space Investment Trust (SSIT) continues to see its portfolio of cutting-edge SpaceTech companies achieve key milestones. Over SSIT’s financial year, its companies raised $900m in new investments, with SSIT contributing £11m across 10 positions. Notable examples are the oversubscribed IPO of Astroscale, the successful capital raise of D-Orbit, and the soaring share […]
Entering orbit Seraphim Space Investment Trust (SSIT) continues to see its portfolio of cutting-edge space-focused companies (‘SpaceTech’) achieve key milestones. Over SSIT’s financial year, its companies raised $900m in new investments, with SSIT contributing £11m across 10 investments. Notable examples are the oversubscribed initial public offering (IPO) of Astroscale, the successful capital raise of D-Orbit, […]
The tide is turning Chair’s comments “Through refinancing the debt, we have strengthened the balance sheet and provided additional firepower to acquire further assets. We have deployed some of that capital into assets which not only yield more than the cost of debt, and thereby enhance EPRA EPS, but also provide ample total return opportunities […]
In this week’s show, James Carthew spoke to Job Curtis from City of London 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 Aiman. Additionally, if you would prefer […]
Compelling opportunity? Despite what appears to be a resilient business model, high dividend payout, and large development pipeline, its discount might suggest that investors continue to overlook the Bluefield Solar Income Fund (BSIF). It is possible that this is related to the negative sentiment surrounding the renewable energy sector. Positively, despite the troubles of the […]
Compelling opportunity Despite its resilient business model, high dividend payout, and deep development pipeline, investors have continued to overlook the Bluefield Solar Income Fund (BSIF). This appears to be related to the negative sentiment surrounding the renewable energy sector. Positively, despite the troubles of the broader sector, we see a clear path for the company’s […]
Compelling opportunity Despite its resilient business model, record of high dividends, and deep development pipeline (with an extensive list of upcoming projects), investors have continued to overlook the Bluefield Solar Income Fund (BSIF). This appears to be related to the negative sentiment surrounding the renewable energy sector. Positively, despite the troubles of the broader sector, […]
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 Aiman. Additionally, if you would prefer to watch and […]
Undervalued by offer We believe that the revised bid of €8.30 per share for Lar España Real Estate, from a consortium that includes its manager Grupo Lar and US private equity firm Hines, still undervalues the company and its future prospects. The enterprise value implied by the bid price of €1,130m is a considerable discount […]
Undervalued by offer We believe that the revised bid of €8.30 per share for Lar España Real Estate, from a consortium that includes its manager Grupo Lar and US private equity firm Hines, still undervalues the company and its future prospects. The enterprise value implied by the bid price of €1,130m is a considerable discount […]
Revised offer substantially discounts LRE Lar España Real Estate has received a revised bid of €8.30 per share from a consortium that includes its manager Grupo Lar and US private equity firm Hines. However, the enterprise value implied by the bid of €1,130m is a considerable discount to the value of the portfolio of €1,304m […]
Momentum building Share prices among real estate investment trusts (REITs) and listed property companies staged a recovery over the third quarter of 2024, collectively rising 5.1% on average (as shown in the chart to the right). This is still just below where they started at the start of the year, but downward interest rate expectations […]
Residential rebound In the year’s third quarter, US inflation continued to fall, forming a positive economic picture for the country, with strong wage growth and low unemployment. In the lead up to the Federal Reserve’s rate cut on 18 September, the first in four years, the technology sector underwent a sell-off that saw Nvidia’s share […]
Geared to growth European Opportunities Trust (EOT), the most growth-focused of its peers, has posted decent absolute returns during the last couple of years but has been held back by its strong growth focus in an environment where inflation has been more stubborn than anticipated. There are signs that this is now changing and, if […]
Geared to growth European Opportunities Trust (EOT), demonstrably the most growth-focused of its peers (see page 18), has posted decent absolute returns during the last couple of years but appears to have been held back by its strong growth focus in an environment where inflation has been more stubborn than markets have anticipated. There are […]
Geared to growth European Opportunities Trust (EOT), the most growth-focused of its peers, has posted decent absolute (positive) returns during the last couple of years but has been held back by its strong growth focus in an environment where inflation has been more stubborn than anticipated. The associated higher interest rates tend to impact growth […]
Historic opportunity Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. Impressively, the company is also well ahead of high-flying US indices over this period, highlighting the attractions of investing […]
Historic opportunity Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. The company is also well ahead of high-flying US indices over this period, which, the managers note, highlights the […]
Historic opportunity Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. Impressively, the company is also well ahead of high-flying US indices over this period, highlighting the attractions of investing […]
In this week’s show, James Carthew spoke to Katie Potts from Herald 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 Aiman. Additionally, if you would prefer to watch […]
Conviction drives returns Having delivered impressive returns through 2023, Japanese markets have continued to rise this year, although it has not been entirely smooth sailing for the world’s third-largest economy. A tumbling currency and a 41-year high for inflation set the stage for successive interest rate hikes for the first time in almost two decades. […]
Conviction drives returns Having delivered impressive returns through 2023, Japanese markets have continued to rise this year, although the manager notes that it has not been entirely smooth sailing. A falling yen and a 41-year high for inflation set the stage for successive rate hikes for the first time in almost two decades. The second […]
Conviction drives returns Having delivered impressive returns through 2023, Japanese markets have continued to rise this year, although it has not been entirely smooth sailing for the world’s third-largest economy. A tumbling yen and a 41-year high for inflation set the stage for successive rate hikes for the first time in almost two decades. The […]
In this week’s show, James Carthew spoke to James Armstrong from Bluefield Solar 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 Aiman. Additionally, if you would prefer to watch […]
October 2024 Winners and losers in September 2024 Best performing funds in price terms (%) Harworth Group 17.0 Life Science REIT 14.7 Hammerson 12.0 Balanced Commercial Property Trust 10.2 Phoenix Spree Deutschland 8.6 PRS REIT 8.5 abrdn Property Income Trust 8.3 Target Healthcare REIT 7.9 Custodian Property Income REIT 7.6 Tritax EuroBox 7.1 Source: Bloomberg, […]
October 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in September 2024 The Dow Jones and S&P 500 hit record levels over September, whilst the price of gold reached its all time high, with a 28% increase since the start of the year. Against optimism from Jerome Powell on the state […]
