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 [email protected]. 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 [email protected]. 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, […]
Jockeying for position Weakened risk appetite among investors as macroeconomic headwinds persist are likely factors in the woes of the technology sector. As investors appeared to retreat 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 […]
Economic and Political Monthly Roundup Investment companies | Monthly | December 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 […]
Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Valuation declines in the property sector are starting to feed through in NAV announcements and interim results (see page 2) as higher cost of debt continues to put pressure on pricing. Having seen dramatic […]
Investment Companies Monthly Roundup Kindly sponsored by abrdn December 2022 Monthly | Investment companies Winners and losers in November 2022 As discussed in this month’s economic and political roundup, lower US inflation triggered a fall in the US dollar and drove equity markets higher over November. The big surprise was the resurgence of Chinese markets […]
In this week’s show, James Carthew spoke to Rhys Davies from INVESCO Bond Income Plus (BIPS). 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 […]
Polar Capital Global Financials Trust Investment companies | Annual overview | 30 November 2022 Don’t fear the dog that is yet to bark There has been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. As fears of economic recession grew, initial enthusiasm about the positive […]
Polar Capital Global Financials Trust Investment companies | Annual overview | 30 November 2022 Don’t fear the dog that is yet to bark There appears to have been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. The managers suggest that, as recessionary fears grew, initial […]
Polar Capital Global Financials Trust Investment companies | Annual overview | 30 November 2022 Don’t fear the dog that is yet to bark There has been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. As recessionary fears grew, initial enthusiasm about the positive effects of […]
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. Whilst THRG has lagged its benchmark and peers recently, having […]
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 […]
