February 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in January 2024 As with 2023, markets remained beholden to the trajectory of interest rates and inflation in January. Having steadily drifted downwards over the last month of the year, bond yields rose after an unexpected increase in inflation, with the data […]
Real Estate Roundup Kindly sponsored by abrdn Performance data January’s biggest movers in price terms are shown in the charts below. Investors seem to be taking a ‘wait-and-see’ approach to the real estate sector at the start of 2024, as inflation in the UK lags behind other developed economies and anticipated interest rate cuts may […]
Economic and Political Roundup Investment companies | Monthly | February 2024 Amid the heightened geopolitical friction that has continued from December, global returns in January were relatively solid. In the US, GDP grew at an annualised 3.3% in the fourth quarter of 2023, while a blockbuster jobs report at the beginning of February reignited inflation […]
In this week’s show, James Carthew spoke to Kartik Kumar from Artemis Alpha 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 prefer […]
Chrysalis Investments Investment companies | Update | 7 February 2024 Turned a corner Chrysalis Investments (CHRY) seems to have turned a corner. The welcome 6.5% jump in the NAV over the final quarter of 2023 (see page 11), encouraging news from many portfolio companies, an NAV enhancing (but unnamed) disposal in the works (see page […]
Chrysalis Investments Investment companies | Update | 7 February 2024 Turned a corner On some measures, Chrysalis Investments (CHRY) seems to have turned a corner. The manager points towards the 6.5% jump in the NAV over the final quarter of 2023, encouraging news from many portfolio companies, a NAV enhancing (but unnamed) disposal in the […]
Chrysalis Investments Investment companies | Update | 7 February 2024 Turned a corner Chrysalis Investments (CHRY) seems to have turned a corner. The welcome 6.5% jump in the NAV over the final quarter of 2023, encouraging news from many portfolio companies, a NAV enhancing (but unnamed) disposal in the works, and the prospects of a […]
In this week’s show, James Carthew spoke to Ross Grier from NextEnergy 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 on [email protected]. Additionally, if you would prefer to […]
GCP Infrastructure Investment companies | Annual overview | 30 January 2024 Don’t look back in anger There is no doubt that 2023 was a challenging year for GCP and the broader infrastructure sector as a confluence of factors weighed on performance, particularly the rapid increase in interest rates. Despite this, the company was still able […]
GCP Infrastructure Investment companies | Annual overview | 30 January 2024 Don’t look back in anger 2023 was a challenging year for GCP Infrastructure Investments Limited (GCP) as rising interest rates and several other factors appeared to weigh on returns. Despite this, the company was still able to generate positive NAV returns which the advisers […]
GCP Infrastructure Investment companies | Annual overview | 30 January 2024 Don’t look back in anger There is no doubt that 2023 was a challenging year for GCP and the broader infrastructure sector as a confluence of factors weighed on performance, particularly the rapid increase in interest rates. Despite this, the company was still able […]
In this week’s show, James Carthew spoke to Nick Montgomery and Bradley Biggins from Schroder Real Estate 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]. […]
Gulf Investment Fund Investment companies | Annual overview | 23 January 2024 In good hands In terms of both its alpha generation and NAV returns, Gulf Investment Fund (GIF) has been one of the best-performing strategies focusing on the Gulf region. The management team has recently increased exposure to the healthcare sector, which it believes […]
Gulf Investment Fund Investment companies | Annual overview | 23 January 2024 In good hands Gulf Investment Fund (GIF) has demonstrated an ability to be one of the best-performing strategies focusing on the Gulf region, as illustrated by its net asset value (NAV) outperformance and its ability to generate sector-leading alpha (a measurement of manager […]
Gulf Investment Fund Investment companies | Annual overview | 23 January 2024 In good hands Gulf Investment Fund (GIF) has demonstrated an ability to be one of the best-performing strategies focusing on the Gulf region, as illustrated by its ability to generate sector-leading alpha. The team has recently expanded into the healthcare sector, which has […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, appears to have been at the mercy of broader macro-economic conditions. However, the managers note […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual Overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Annual overview | 23 January 2024 Strong outlook as macro gloom lifts Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no […]
January 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in December 2023 December saw a continuation of November’s market rally, with the MSCI All Countries World Index up 4.1%. However, the excitement did show signs of faltering towards the end of the month, as investors had to weigh the actual likelihood […]
Review 2023 Annual roundup | Investment companies | January 2024 Over the worst, and the bulls are loose While there were plenty of financial headlines over 2023, inflation was still the main influence on markets. Rates of inflation are well below their 2022 peaks, but it was only towards the end of October 2023 that […]
Real Estate Annual Review Kindly sponsored by abrdn Things can only get better The real estate sector endured a tough 2023, with much of the year characterised by falling values amid the high interest rate landscape. Values have since stabilised across sub-sectors. Optimism returned in the final couple of months of the year, on promising […]
Real Estate Roundup Kindly sponsored by abrdn Performance data December’s biggest movers in price terms are shown in the charts below. A challenging 2023 for the real estate sector was rounded off on a positive footing, with a median average share price increase of 7.1% across the listed sector in December (down 6.3% in the […]
Economic and Political Roundup Investment companies | Monthly | January 2024 Political turbulence persisted in December, ushering in a new wave of global uncertainty in the build up to the 2024 election cycle. In spite of this, confidence in the US remained high as falling yields precipitated a global rally in risk assets. Market pricing […]
In this week’s show, James Carthew spoke to Purvi Sapre from SDCL Energy Efficiency 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 on [email protected]. Additionally, if you […]
JPMorgan Japanese Investment Trust Investment companies | Update | 17 January 2024 Are we there yet? Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates saw a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index (the Tokyo Stock Price Index) climbing to its highest […]
JPMorgan Japanese Investment Trust Investment companies | Update | 17 January 2024 Are we there yet? Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates likely contributed to a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index climbing to its highest level in more […]
JPMorgan Japanese Investment Trust Investment companies | Update | 17 January 2024 Are we there yet? Optimism driven by rapidly developing corporate governance reforms, a divergent economy cycle, and still-negative interest rates saw a dramatic rally in benchmark Japanese indices over 2023, with the TOPIX index climbing to its highest level in more than 30 […]
In this week’s show, James Carthew spoke to Tim Levene from Augmentum. 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 prefer to watch […]
Urban Logistics REIT REITs | Annual overview | 10 January 2024 A re-rating candidate If an inflexion point in the interest rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of SHED’s […]
Urban Logistics REIT REITs | Annual Overview | 10 January 2024 A re-rating candidate If an inflexion point in the rates cycle has been reached, as seems to be the case, Urban Logistics REIT (SHED) is a compelling proposition. Valuations have stabilised – as evidenced by a 0.2% uplift in the value of its portfolio […]
