Logistics safe haven with growth on horizon As events unfold in Ukraine and inflation rages, the European logistics property sector should prove to be a safe haven for investors. One of the largest investors in the space, abrdn European Logistics Income (ASLI), has a growing portfolio that has significant inflation protection, with all of its […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the charts below. The geopolitical uncertainty caused by the Russian invasion of Ukraine has hit markets hard. On the whole, the property sector suffered losses during February, but there were a few companies that saw […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Commodities & natural resources was the top-performing sector for a second month in a row, as energy prices soared even further following Russia’s invasion of Ukraine. The ongoing crisis has resulted in extreme volatility for the commodities market with Brent hitting almost $140-a-barrel, […]
In this week’s show, James Carthew talked to Thomas Moore of Aberdeen Standard Equity Income. 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 […]
In this week’s show, Matthew Read talked to Ian Francis from New City High Yield 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 […]
In this week’s show, James Carthew talked to Carlos Hardenberg of Mobius 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 […]
The tortoise triumphs Within the AIC’s Japanese smaller company sector, the period since AVI Japan Opportunity Trust (AJOT) was launched in October 2018 has resembled the fable of the tortoise and the hare. The majority of competing funds are invested in high growth stocks whose valuation multiples had been soaring. However, these have tumbled in […]
The tortoise triumphs Within the Japanese smaller company sector, the period since AVI Japan Opportunity Trust (AJOT) was launched in October 2018 has resembled the fable of the tortoise and the hare. The majority of competing funds are invested in high growth stocks whose valuation multiples had been soaring but have tumbled in recent weeks. […]
The tortoise triumphs Within the Japanese smaller company sector, the period since AVI Japan Opportunity Trust (AJOT) was launched in October 2018 has resembled the fable of the tortoise and the hare. The majority of competing funds are invested in high growth stocks whose valuation multiples had been soaring but have tumbled in recent weeks. […]
In this week’s show, James Carthew talked to Richard Aston of CC Japan Income & 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 […]
Climbing inflation and power prices driving NAV uplift NextEnergy Solar Fund (NESF) is a leading investor in the UK solar market. In addition, since investors approved a broadening of its investment policy in 2020, it has added exposure to battery storage and to solar assets in other OECD countries, leveraging the global expertise of its […]
Climbing inflation and power prices driving NAV uplift NextEnergy Solar Fund (NESF) is a leading investor in the UK solar market. In addition, since investors approved a broadening of its investment policy in 2020, it has added exposure to battery storage and to solar assets in other OECD countries, leveraging the global expertise of its […]
Climbing inflation and power prices driving NAV uplift NextEnergy Solar Fund (NESF) is a leading investor in the UK solar power market. In addition, since investors approved a broadening of its investment policy in 2020, it has added exposure to battery storage and to solar assets in other OECD countries, leveraging the global expertise of […]
In this week’s show, James Carthew talked to Sebastian Lyon of Personal 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. Additionally, if you would prefer to […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance Equity markets didn’t get off to the best start in 2022, with most sectors down (see Appendix) and growth companies at the tail-end of them. This came as the direction of inflation and interest rates took a turn, with heavy hints of multiple […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data January’s biggest movers in price terms are shown in the charts below. Perhaps reflecting optimism around the strength of the economy coming out of COVID restrictions, a shift to value stocks was triggered in January, with property generalists and retail-focused companies the beneficiaries. Hammerson […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]
The future is bright Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had another impressive year, with particularly strong performances from its semiconductor and UK media holdings (see pages 15 to 23 for a detailed look at HRI’s […]
Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had another impressive year, with particularly strong performances from its semiconductor and UK media holdings (see pages 14 to 22 for a detailed look at HRI’s performance during 2021). Rising […]
Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had a good year, with particularly strong performances from its semiconductor and UK media holdings (see pages 14 to 22 for a detailed look at HRI’s performance during 2021). Rising […]
In this week’s show, James Carthew talked to Jonathan Maxwell of 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. Additionally, if you […]
Fast-tracked Tritax EuroBox (EBOX) is continuing on its rapid growth path, having raised €250m of fresh equity in September and secured a private placement for €200m more in December. It has already acquired four assets with the proceeds and has a further pipeline worth €300m. Once fully deployed, the manager says the group’s assets could […]
Fast-tracked Tritax EuroBox (EBOX) is continuing on its rapid growth path, having raised €250m of fresh equity in September and secured a private placement for €200m more in December. It has already acquired four assets with the proceeds and has a further pipeline worth €300m. Once fully deployed, the group’s assets will be worth around […]
Fast-tracked Tritax EuroBox (EBOX) is continuing on its rapid growth path, having raised €250m of fresh equity in September 2021 and secured a private placement for €200m more in December. It has already acquired four assets with the proceeds and has a further pipeline worth €300m. Once the proceeds of the September capital raise has […]
Tomorrow’s winners Edinburgh Worldwide (EWI) invests in some of the world’s most exciting companies, many of which would otherwise be hard for investors to access. It seeks to identify tomorrow’s winners when they are still relatively small, and hang onto them as they become successful. The manager acknowledges that not every company will make it, […]
Tomorrow’s winners Edinburgh Worldwide (EWI) aims to invest in some of the world’s most exciting companies, many of which would otherwise be hard for investors to access. It seeks to identify tomorrow’s winners when they are still relatively small, and hang onto them as they become successful. The manager acknowledges that not every company will […]
Tomorrow’s winners Edinburgh Worldwide (EWI) invests in some of the world’s most exciting companies, many of which would otherwise be hard for investors to access. It seeks to identify tomorrow’s winners when they are still relatively small, and hang onto them as they become successful. The manager acknowledges that not every company will make it, […]
Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Bouncebackability Over the course of 2021, the property sector certainly rebounded from the depths of the pandemic-induced slumps of 2020, with the average share price of listed property companies up 14.2%. That didn’t mean there were not some ups and downs along the way. The […]
Investment Companies Annual Review 2021 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Another one for the history books Just like the year before it, nobody is likely to forget 2021 in a hurry. The world remained consumed by the coronavirus pandemic and spread of new variants, but it was also the year we saw […]
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