Handful of themes to drive performance Polar Capital Global Financials Trust (PCFT) has had a good six months both in net asset value (NAV) terms, where returns have been ahead of both its MSCI All-Countries World Financials Index performance benchmark and the global MSCI All Countries World Index, and in share price terms, as the […]
Momentum building The manager of Ecofin Global Utilities and Infrastructure Trust (EGL) notes that after a challenging 18-month period, things are beginning to look a lot brighter. It points out that since the middle of February, strong earnings, AI momentum behind electricity demand, and a shifting macroeconomic outlook have contributed to a 23% bounce in […]
Momentum building After a challenging 18-month period, things are beginning to look a lot brighter for the Ecofin Global Utilities and Infrastructure Trust (EGL). Since the middle of February, strong earnings, artificial intelligence (AI) related momentum behind growing electricity demand, and a shifting macroeconomic outlook have contributed to a 23% bounce in the company’s shares. […]
Momentum Building After a challenging 18-month period, things are beginning to look a lot brighter for the Ecofin Global Utilities and Infrastructure Trust (EGL). Since the middle of February, strong earnings, AI momentum behind electricity demand, and a shifting macroeconomic outlook have contributed to a 23% bounce in the company’s shares. The recent rally reflects […]
Stellar performance with plenty of potential Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a redemption opportunity at NAV less associated costs (the first of which is on 30 September this year) has significantly […]
Strong performance with potential for more Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a redemption opportunity at NAV less associated costs (the first of which is on 30 September this year) appears to […]
Stellar performance with plenty of potential Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a share redemption opportunity at net asset value (NAV) less associated costs (the first of which is on 30 September […]
Throgmorton – get it while the price is good Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equites represents both a disconnect to the strong earnings reported by UK companies, and an attractive valuation opportunity. UK companies remain more than competitive compared to international peers, and overseas companies are taking […]
Throgmorton – get it while the price is good Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equities, with investors taking their money out of UK equities in record numbers, is a behaviour that represents both a disconnect to the strong earnings reported by UK companies, and an attractive valuation […]
Throgmorton – opportunities in a discounted UK? Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equities represents both a disconnect to the strong earnings reported by UK companies, and a potential valuation opportunity. Dan’s observation is that UK companies remain competitive compared to international peers, and that some overseas companies […]
In this week’s show, James Carthew spoke to Olivia Macdonald from Majedie Investments. 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 […]
Thriving under pressure The AVI Global Trust (AGT) has gone from strength to strength as its managers identify a wealth of opportunities. A share price total return of over 30% in the past year highlights the value of the company’s strategy of targeting high-quality companies whose shares are trading at a discount to their intrinsic […]
Thriving under pressure AVI Global Trust (AGT) has gone from strength to strength as its managers identify a wealth of opportunities. A share price total return of over 30% in the past year highlights the value of the company’s strategy of targeting high-quality companies whose shares are trading at a discount to their intrinsic value. […]
Thriving under pressure? AVI Global Trust (AGT) appears to have gone from strength to strength as its managers say that they have identified a wealth of opportunities. A share price total return of over 30% in the past year could be said to highlight the attraction of the company’s strategy of targeting high-quality companies whose […]
Sustainable long-term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term outlook […]
Sustainable long-term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term outlook […]
Sustainable long-term growth Impax Environmental Markets (IEM) aims to invest in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but IEM’s managers believe that it is inexorable, […]
In this week’s show, James Carthew spoke to Nick Brind from Polar Capital Global Financials. 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 Aiman. Additionally, if you would […]
In this week’s show, James Carthew spoke to Edward Hunt from HICL Infrastructure. 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 Aiman. Additionally, if you would prefer to […]
Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 17 May 2024 Fundamental story to drive returns By almost every measure, Downing Renewables and Infrastructure Trust (DORE) has delivered above expectations since its IPO in December 2020. A NAV total return of 33% over this period highlights the already strong performance of the […]
Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 17 May 2024 Fundamental story to drive returns By almost every measure, Downing Renewables and Infrastructure Trust (DORE) has delivered above expectations since its IPO in December 2020. A net asset value (NAV) total return of 33% over this period highlights the already strong […]
Diversified renewable energy and infrastructure DORE aims to provide investors with a sustainable level of income, with an element of capital growth, through a diversified portfolio of renewable energy and infrastructure assets located in the UK, Ireland and Northern Europe. Portfolio progress in 2023 On 11 April, DORE released its annual results for the year […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 Exposure to Spanish retail Lar España Real Estate aims to grow its EPRA net tangible assets (NTA) through active asset management of Spanish commercial real estate, and deliver high returns primarily through the payment of considerable annual dividends. Fund profile The company’s […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]
In this week’s show, James Carthew spoke to Mark Sheppard from Manchester & London IT. 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 Aiman. Additionally, if you would […]
Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. As the interest rates waiting game continues, the real estate sector was flat during April, with the mean average share price at 0.0% and the median average down 1.4%. Self-storage specialist Lok’n Store’s share price jumped on news […]
Economic and Political Roundup Investment companies | Monthly | April 2024 The conflicts in Ukraine and the Middle East continued throughout April, with oil volatile on fears of an escalation to the conflict between Israel and Iran. Meanwhile, moderately improving figures have fuelled hopes for economic recovery in several markets. In a rather unexpected turn […]
May 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in April 2024 Chinese shares lead the list of best performers in April, although they remain deeply depressed with the world’s second largest economy still struggling with a range of long-standing structural issues. So far, the People’s Bank of China has been […]
In this week’s show, James Carthew spoke to Richard Pindar from Literacy Capital. 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 Aiman. Additionally, if you would prefer to […]
