BlackRock Throgmorton Trust Investment companies | Update | 22 November 2022 The strong have only gotten cheaper Dan Whitestone, manager of BlackRock Throgmorton (THRG), remains steadfast in his commitment to the most-attractive, highest-quality growth opportunities within the UK small cap sector, despite the apparent headwinds facing this strategy. Whilst THRG has lagged its benchmark and […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2022 The strong have only gotten cheaper Dan Whitestone, manager of BlackRock Throgmorton (THRG), remains steadfast in his commitment to what he believes to be the most-attractive, highest-quality growth opportunities within the UK small cap sector, despite the apparent headwinds. Whilst THRG has lagged its […]
In this week’s show, James Carthew spoke to Bruce Stout from Murray International 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. Additionally, if you would prefer […]
CLSC Initial Public Offering Investment companies | IPO note | 22 November 2022 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 to capitalise […]
CLSC Initial Public Offering Investment companies | IPO note | 22 November 2022 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 to capitalise […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 November 2022 A portfolio for all seasons Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has posted a very respectable performance and has been issuing shares. This most likely […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 November 2022 A portfolio for all seasons Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has outperformed and has been issuing shares. This possibly reflects the long-term strong structural […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 November 2022 A portfolio for all seasons Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has posted a very respectable performance (see page 18) and has been issuing shares. […]
In this week’s show, Richard Williams spoke to Jeff O’Dwyer from Schroder European 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. Additionally, if you would prefer to […]
Opportunity knocks The share prices of many logistics-focused real estate investment trusts (REITs), including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. Inevitably, valuations in the low-yielding logistics property sector will fall (and property yields rise) as the higher cost of debt chokes off investment. However, […]
Opportunity knocks The share prices of many logistics-focused REITs, including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. Inevitably, valuations in the low-yielding logistics property sector will fall as investors factor this in. However, the occupier market is still a landlord’s market, with record low supply […]
Opportunity knocks The share prices of many logistics-focused REITs, including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. It was perhaps inevitable that valuations in the low-yielding logistics property sector would fall as investors factor this in. However, the occupier market is still a landlord’s market, […]
Alliance Trust Investment companies | Update | 17 November 2022 Stability in troubled waters More than five years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Its manager, Willis Towers Watson, has been able to demonstrate the benefits of its balanced, […]
Alliance Trust Investment companies | Update | 17 November 2022 Stability in troubled waters More than five years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Its manager, Willis Towers Watson, has been able to demonstrate the benefits of its balanced, […]
Alliance Trust Investment companies | Update | 17 November 2022 Stability in troubled waters More than five years after it refocused its global equity portfolio, Alliance Trust (ATST) believes that it has proven the merits of blending different expertise across different investment styles. Its manager, Willis Towers Watson, feels that it has been able to […]
In this week’s show, Richard Williams spoke to James de Uphaugh from Edinburgh 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. Additionally, if you would prefer […]
In this week’s show, Richard Williams spoke to Jason Baggaley from abrdn Property Income 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. Additionally, if you would prefer […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn November 2022 Monthly | Investment companies Winners and losers in October 2022 Many equity markets recovered some of the ground lost in September. The swift departure of Liz Truss and her unfunded tax cuts helped the UK stock market and sterling. North America […]
Real Estate Roundup Kindly sponsored by abrdn Performance data October’s biggest movers in price terms are shown in the charts below. Having priced in a major write-down of portfolio valuations in the real estate sector, especially after interest rate expectations rocketed following the disastrous mini-budget at the end of September, the market seems to have […]
Economic and Political Monthly Roundup Investment companies | Monthly | November 2022 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 […]
In this week’s show, James Carthew talked to Joe Bauernfreund of AVI Japan Opportunity. 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. Additionally, if you would prefer to […]
Has logistics been oversold? The sell-off of real estate investment trusts (REITs) has been breathtaking, with industrial and logistics-focused funds taking their fair share of pain. The major concern is that borrowing costs are now higher than the initial yields on their portfolios, implying an upward re-basing of property yields and a decline in portfolio […]
Has logistics been oversold? The sell-off of real estate investment trusts (REITs) has been breath-taking, with industrial and logistics-focused funds taking their fair share of pain. The major concern is that borrowing costs are now higher than the initial yields on their portfolios, implying an upward re-basing of property yields and a decline in portfolio […]
In this week’s show, James Carthew talked to Ross Driver of Foresight Solar 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. Additionally, if you would prefer to […]
Maintaining its firepower As we show in this note, AVI Japan Opportunity Trust (AJOT) is delivering returns well ahead of comparable indices (page 13) and competing funds (page 17). Perhaps encouraged by these good returns, AJOT’s shares have been tending to trade close to NAV. In light of this, the board, following consultation with major […]
Maintaining its firepower Over the period since it launched, AVI Japan Opportunity Trust (AJOT) has delivered returns well ahead of comparable indices and competing funds. Perhaps encouraged by these good returns, AJOT’s shares have been tending to trade close to NAV. In light of this, the board, following consultation with major shareholders, felt able to […]
Maintaining its firepower AVI Japan Opportunity Trust (AJOT) is delivering returns well ahead of comparable indices and competing funds. Perhaps encouraged by these good returns, AJOT’s shares have been tending to trade close to NAV. In light of this, the board, following consultation with major shareholders, was able to dispense with the 2022 exit opportunity […]
In this week’s show, James Carthew talked to Jonathan Maxwell from SDCL Energy Efficiency. 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. Additionally, if you would prefer to watch […]
Real estate quarterly report Kindly sponsored by abrdn Choppy waters ahead High interest rates is a killer for real estate, and so the chancellor’s disastrous ‘mini budget’ at the end of September – which spooked gilt markets and saw interest rate forecasts for next year top 6% – had a catastrophic impact on the listed […]
Third quarter of 2022 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Piling on the misery In the face of rising inflation, exacerbated by the war in Ukraine, central bankers have condemned for their relative inaction. However, in the third quarter of 2022, they stepped up a gear. Last month’s economic and political roundup […]
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