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 […]
In this week’s show, Richard Williams talked to Simon Farnsworth from Life Science 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 watch […]
Real Estate Roundup Kindly sponsored by abrdn Performance data September’s biggest movers in price terms are shown in the charts below. The real estate sector is facing the perfect storm. Fears that interest rate rises will be higher and faster as the Bank of England looks to quell inflation, exacerbated by the chancellor’s disastrous ‘mini […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn October 2022 Monthly | Investment companies Winners and losers in September 2022 September’s median total share price return was -6.4% (+0.4% in August). The median NAV return over September was -1.2%. See Appendix 1 for a breakdown of how all the sectors have […]
Economic and Political Monthly Roundup Investment companies | Monthly | October 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 […]
Long-term dynamics remain strong Recently, Urban Logistics REIT (SHED) has fallen to a wide discount rating, as the rising cost of debt and concerns over a protracted recession have hit sentiment towards the logistics property sector. However, the long-term trends that have characterised growth in the sector remain and are even more acute in the […]
Long-term dynamics remain strong Recently, Urban Logistics REIT (SHED) has fallen to a wide discount rating, as the rising cost of debt and concerns over a protracted recession appear to have hit sentiment towards the logistics property sector. However, the manager states that the long-term trends that have characterised growth in the sector remain and […]
Long-term dynamics remain strong Recently, Urban Logistics REIT’s (SHED’s) share price has fallen to a wide discount rating to its net asset value (NAV), as the rising cost of debt and concerns over a protracted recession have hit sentiment towards the logistics property sector. However, the long-term trends that have characterised growth in the sector […]
In this week’s show, James Carthew talked to Masaki Taketsume of Schroder Japan Growth. 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 […]
Further portfolio diversification In recent weeks, JLEN Environmental Assets Group (JLEN) has further diversified its portfolio with three new investments, a battery storage project and two investments in the low carbon and sustainable solutions portion of its portfolio; a controlled environment aquaculture facility in Norway; and a UK glasshouse construction project drawing low-carbon heat and […]
Further portfolio diversification In recent weeks, JLEN Environmental Assets Group (JLEN) has further diversified its portfolio with three new investments, a battery storage project and two investments in the low carbon and sustainable solutions portion of its portfolio; a controlled environment aquaculture facility in Norway; and a UK glasshouse construction project drawing low-carbon heat and […]
Further portfolio diversification In recent weeks, JLEN Environmental Assets Group (JLEN) has further diversified its portfolio with three new investments, a battery storage project and two investments in the low carbon and sustainable solutions portion of its portfolio; a controlled environment aquaculture facility in Norway; and a UK glasshouse construction project drawing low-carbon heat and […]
A long-term play CEIBA Investments (CBA), the foremost foreign investor in Cuban real estate, has seen its share price fall to all-time lows with a combination of harsh US sanctions on Cuba, the COVID-19 pandemic, and economic and political instability hitting sentiment. The manager states that there are optimistic signs of improving fortunes on all […]
A long term play CEIBA Investments (CBA), the foremost foreign investor in Cuban real estate, has seen its share price fall to all-time lows with a combination of harsh US sanctions on Cuba, the COVID-19 pandemic, and economic and political instability hitting sentiment. There are optimistic signs of improving fortunes on all three fronts, however. […]
In this week’s show, James Carthew talked to Matthias Siller of Barings Emerging EMEA Opportunities. 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 […]
In this week’s show, James Carthew talked to Stuart Gray from Alliance 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 to watch and […]
Patience will be rewarded Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its NAV during the last 12 months at a time when inflation expectations have risen, bringing with them interest rate rises and, quite possibly, a recession. The derating of many growth stocks has been severe and BGUK’s managers say […]
Patience will be rewarded Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its net asset value (NAV) during the last 12 months as inflation expectations have risen, bringing with them interest rate rises and, in all likelihood, a recession. The selling-off of many ‘growth’ stocks has been severe and, BGUK’s managers […]
Patience will be rewarded Baillie Gifford UK Growth Trust (BGUK) has seen a marked fall in its NAV during the last 12 months as inflation expectations have risen, bringing with them interest rate rises and, in all likelihood, a recession. The derating of many growth stocks has been severe and BGUK’s managers say that selling […]
In this week’s show, James Carthew talked to Joe Bauernfreund from AVI Global 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 to watch […]
Shepherding its portfolio through the storm In its first three years, Chrysalis Investments (CHRY) generated significant NAV and share price returns for investors. Its advisers set out to build an exciting portfolio of fast-growing, disruptive and potentially market-leading companies. An abrupt change in market sentiment towards these types of growth businesses has since impacted on […]
Shepherding its portfolio through the storm In its first three years, Chrysalis Investments (CHRY) generated significant NAV and share price returns for investors by building an exciting portfolio of fast-growing, disruptive and potentially market-leading companies. An abrupt change in sentiment towards these types of businesses has since impacted on CHRY’s NAV, with falls in the […]
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