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 […]
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 […]
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 […]
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, the management […]
In this week’s show, James Carthew spoke to Andrew McHattie from Investment Trust Newsletter. 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 watch and ask questions live, please join us every Friday at 11am.
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. […]
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 […]
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 […]
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 […]
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. […]
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 […]
Going for growth Pan-African property company Grit Real Estate Income Group (Grit) says that it is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which it says has the potential to unlock NAV and income growth. GREA’s pipeline of development projects includes […]
Going for growth Pan-African property company Grit Real Estate Income Group (Grit) is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which would unlock considerable potential for NAV and income growth. GREA’s attractive pipeline of development projects includes diplomatic housing let to […]
Going for growth Pan-African property company Grit Real Estate Income Group (Grit) is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which would unlock considerable potential for net asset value (NAV) and income growth for the fund. GREA’s attractive pipeline of development […]
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 […]
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 […]
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 […]
In this week’s show, Matthew Read 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, […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and appearing to offer very strong growth prospects over the next five years (see page 5), the Vietnamese market may have been weighed down by severe negative sentiment towards Asia […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and offering very strong growth prospects over the next five years (see page 6), the Vietnamese stock market has been weighed down by severe negative sentiment towards Asia in recent […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and offering very strong growth prospects over the next five years (see page 5), the Vietnamese market has been weighed down by severe negative sentiment towards Asia in recent months. […]
NextEnergy Solar Fund Investment companies | Update | 13 December 2022 Earnings visibility underpins dividend target It has been a busy few months for NextEnergy Solar Fund (NESF) and the listed renewable energy sector. The share price may have come under pressure from the threat of rising discount rates and windfall taxes, but the picture […]
NextEnergy Solar Fund Investment companies | Update | 13 December 2022 Earnings visibility underpins dividend target It has been a busy few months for NextEnergy Solar Fund (NESF) and the listed renewable energy sector. NESF’s share price may have come under pressure from the threat of rising discount rates (as interest rates rise, its NAV […]
NextEnergy Solar Fund Investment companies | Update | 13 December 2022 Earnings visibility underpins dividend target It has been a busy few months for NextEnergy Solar Fund (NESF) and the listed renewable energy sector. The share price may have come under pressure from the threat of windfall taxes – see page 6 – and rising […]
In this week’s show, James Carthew spoke to Stuart Widdowson from Odyssean 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. Additionally, if you would […]
Pacific Horizon Investment companies | Annual overview | 8 December 2022 Convergence opportunity Pacific Horizon (PHI) appears to have, in 2022, found itself at a convergence of both negative sentiment towards Asia and growth stocks more generally (seemingly a function of lockdowns in China, a slowing global economy and rising interest rates). While there has […]
Pacific Horizon Investment companies | Annual overview | 8 December 2022 Convergence opportunity Pacific Horizon (PHI) has in 2022 found itself at a convergence of both negative sentiment towards Asia and growth stocks more generally (a function of lockdowns in China, a slowing global economy and rising interest rates). While this has dented its performance […]
Pacific Horizon Investment companies | Annual overview | 8 December 2022 Convergence opportunity Pacific Horizon (PHI) has in 2022 found itself at a convergence of both negative sentiment towards Asia and growth stocks more generally (a function of lockdowns in China, a slowing global economy and rising interest rates). While this has dented its performance […]
Jockeying for position Weakened risk appetite among investors as macroeconomic headwinds persist has seen the technology sector suffer. As investors retreated to the sector titans (stocks such as Microsoft and Apple), Polar Capital Technology’s (PCT’s) underweight position in these companies has seen it underperform its benchmark over the 12 months to the end of November, […]
Jockeying for position Weakened risk appetite among investors as macroeconomic headwinds persist has seen the technology sector suffer. As investors retreated to the sector titans (stocks such as Microsoft and Apple), Polar Capital Technology’s (PCT’s) underweight position in these companies has seen it underperform its benchmark over the 12 months to the end of November, […]
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