Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]
Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]
Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) believes that it is in a good place to realise substantial capital value and income growth over the medium term. The sale […]
CQS Natural Resources Growth and Income Investment Companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for commodities and natural resources, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates look to be past their peaks. […]
CQS Natural Resources Growth and Income Investment companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for commodities and natural resources, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates may be past their peaks. This […]
CQS Natural Resources Growth and Income Investment companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for the commodities and natural resources sector, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates look to be past […]
In this week’s show, James Carthew spoke to Laura Foll from Lowland Investment Company. 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 […]
Real estate quarterly report Desperately seeking a catalyst The real estate investment trust (REIT) and listed property sector seems to have been cut adrift and is desperately seeking a positive macroeconomic outlook on which investors can hang their hat and from which sentiment can grow. The first quarter of 2024 started as 2023 left off […]
First quarter of 2024 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Equity rally belies difficult quarter for sector 2024 started on strong footing, with global equities (as measured by the MSCI All Countries World Index) rallying 9.2% over the first three months (in sterling terms). However, while there some standouts […]
In this week’s show, James Carthew spoke to Ken Wotton from Strategic Equity 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 […]
Bluefield Solar Income Fund Investment companies | Update | 24 April 2024 Fundamentals shine despite discount The manger comments that, in common with the other trusts in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF). It adds that the trust’s […]
Bluefield Solar Income Fund Investment Companies | Update | 24 April 2024 Fundamentals shine despite discount In common with the other trusts in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with the trust’s ongoing fundamental performance failing to reverse […]
Bluefield Solar Income Fund Investment companies | Update | 24 April 2024 Fundamentals shine despite discount In common with the other funds in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with its ongoing fundamental performance (including strong revenue and […]
HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount The advisor notes that while shares of HydrogenOne Capital Growth (HGEN) have continued to fall, it believes that investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. The advisor […]
HydrogenOne Capital Growth Investment Companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions, HGEN’s NAV grew 5.8% over […]
HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions (including stubborn inflation and still […]
In this week’s show, James Carthew spoke to Jean-Hugues de Lamaze from Ecofin Global Utilities & 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 […]
In this week’s show, James Carthew spoke to Phil Waller from JPMorgan Global Core Real Assets. 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 […]
Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. The release of positive inflation data during the month – which showed CPI was back trending down towards the 2% target – was a much-needed tonic for the real estate sector. The median average share price rose 3.5% […]
Economic and Political Roundup Investment companies | Monthly | April 2024 During March, whilst the conflicts in Ukraine and the Middle East showed little sign of resolution, economic affairs elsewhere appeared relatively promising. In the US, the Federal Reserve (Fed) held interest rates between 5.25% to 5.50%, its stance stemming from continued labour market resilience […]
April 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in March 2024 Green shoots have finally started to emerge in the UK property market with logistics and healthcare the two best performing subsectors in March, up 8.7% and 6.0% respectively. Returns were boosted by February’s inflation data which, while still well […]
abrdn Private Equity Opportunities Investment companies | Update | 9 April 2024 On the way to greener pastures? Despite navigating through what its managers considered to be challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) was able to report both positive NAV growth and double-digit share price returns in its recently published annual results. […]
abrdn Private Equity Opportunities Investment companies | Update | 10 April 2024 On the way to greener pastures Despite navigating through challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) achieved remarkable success with recently published annual results reporting both positive net asset value (NAV) growth and double-digit share price returns. APEO’s discount to NAV […]
abrdn Private Equity Opportunities Investment Companies | Update | 10 April 2024 On the way to greener pastures Despite navigating through challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) achieved remarkable success with recently published annual results reporting both positive NAV growth and double-digit share price returns. APEO’s discount has narrowed by more than […]
In this week’s show, Richard Williams spoke 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 on [email protected]. Additionally, if you would […]
Oakley Capital Investments Investment Companies | Update | 2 April 2024 Getting down to business In spite of an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate robust earnings growth in 2023 (average 14% EBITDA growth), which in turn drove 4% NAV growth. More importantly, OCI achieved an 18% total shareholder […]
Oakley Capital Investments Investment companies | Update | 2 April 2024 Getting down to business In spite of what seems like an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate earnings growth in 2023 (average 14% EBITDA growth), which in turn helped drive 4% NAV growth. In addition, OCI achieved an […]
Oakley Capital Investments Investment companies | Update | 2 April 2024 Getting down to business In spite of an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate robust earnings growth in 2023 (average 14% EBITDA growth), which in turn drove 4% net asset value (NAV) growth. More importantly, OCI achieved an […]
Temple Bar Investment Companies | Update | 27 March 2024 Foundations for success We are now more than three years into the tenure of Ian Lance and Nick Purves as managers of the Temple Bar Investment Trust. In that time, the Redwheel team has established a well-diversified portfolio of value-orientated holdings, positioned for what they […]
Temple Bar Investment companies | Update | 27 March 2024 Foundations for success We are now more than three years into the tenure of Ian Lance and Nick Purves as managers of the Temple Bar Investment Trust. In that time, the Redwheel team has established a well-diversified portfolio of value-orientated holdings, positioned for what they […]
