In this week’s show, James Carthew spoke to Craig Martin from Vietnam Holding. 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 […]
In this week’s show, James Carthew spoke to Minesh Shah from Renewables Infrastructure Group. 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 […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years as, in the face of higher inflation and interest rates, investors have favoured more value and defensive exposures over growth stocks. Inflation […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of […]
In this week’s show, James Carthew spoke to Richard Sem from Pantheon 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 on [email protected]. Additionally, if you would prefer to […]
In this week’s show, James Carthew spoke to Tom Williams from Downing Renewables and 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 on [email protected]. Additionally, if you would […]
Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate continues to defy the doom and gloom surrounding the retail sector, posting strong financial and operational numbers. The value of its Spanish shopping centre and retail park portfolio has been stable despite higher interest rates […]
Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate’s manager says that the company’s strong financial and operational numbers show that it continues to defy the doom and gloom surrounding the retail sector. The value of its Spanish shopping centre and retail park portfolio […]
Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate continues to defy the doom and gloom surrounding the retail sector, posting strong financial and operational numbers. The value of its Spanish shopping centre and retail park portfolio has been stable despite higher interest rates […]
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN It appears that a disconnect has arisen between HydrogenOne Capital Growth (HGEN)’s NAV, current and (according to its managers) prospective track record, and its share price. The discount is now 44%, despite a flat NAV. The recent spike in […]
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s net asset value (NAV), current and prospective track record, and its share price is hard to rationalise. The recent bond market rout (yields have spiked higher, driving down bond valuations) has added […]
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s NAV, current and prospective track record and its share price is hard to rationalise. The recent bond rout has added insult to injury for renewable energy investors as higher rates have increased […]
Real estate quarterly report Kindly sponsored by abrdn Chinks of light It has been another quarter of pain for real estate investment trusts (REITs) and listed property companies, with share price weakness continuing and average falls of 13.7% across the sector (as shown in the chart to the right). There are chinks of light appearing […]
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
Economic and Political Monthly Roundup Investment companies | Monthly | October 2023 Reading the headlines, it still feels that we are trying to walk across a frozen lake. While none have yet to fall though, cracks are starting to appear, and some are certainly closer to making it to the other side than others. In […]
October 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in September 2023 September was defined by the ongoing US bond selloff, with global markets trending down in sympathy. Investment trust returns were negative on average for the month, although several sectors still achieved positive returns. The Royalties sector was the […]
Real Estate Roundup Kindly sponsored by abrdn Performance data September’s biggest movers in price terms are shown in the charts below. Investor sentiment towards property stocks continues to wane, with the median share price of REITs and listed property companies down another 2.4% over the month of September – and 14.8% in the year to […]
In this week’s show, James Carthew spoke to James de Uphaugh from Edinburgh 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 […]
In this week’s show, James Carthew spoke to Alan Gauld from abrdn Private Equity Opportunities 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 […]
Henderson High Income / Henderson Diversified Income Investment companies | Flash note | 4 October 2023 Merger terms agreed Henderson Diversified Income (HDIV) has agreed heads of terms for a combination with Henderson High Income (HHI). As part of the deal, shareholders in HDIV will have the option to take cash for all or part […]
Henderson High Income / Henderson Diversified Income Investment companies | Flash note | 4 October 2023 Merger terms agreed Henderson Diversified Income (HDIV) has agreed heads of terms for a combination with Henderson High Income (HHI). As part of the deal, shareholders in HDIV will have the option to take cash for all or part […]
Bluefield Solar Income Fund Investment companies | Update | 2 October 2023 Record year supports growth strategy While shares across the whole of the renewable energy infrastructure sector have been under pressure over the past 12–18 months, the execution by Bluefield Solar Income Fund (BSIF) has remained impressive, helping it to maintain its record of […]
Bluefield Solar Income Fund Investment companies | Update | 2 October 2023 Record year supports growth strategy While share prices across the whole of the renewable energy infrastructure sector have been under pressure over the past 12–18 months, the execution by Bluefield Solar Income Fund (BSIF) has remained impressive, helping it to maintain its record […]
Bluefield Solar Income Fund Investment companies | Update | 2 October 2023 Record year supports growth strategy While shares across the whole of the renewable energy infrastructure sector have fallen over the past 12–18 months, the manager highlights that the execution by Bluefield Solar Income Fund (BSIF) has remained impressive, while maintaining its record of […]
In this week’s show, Matthew Read spoke to Carlos Hardenberg from 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 on [email protected]. Additionally, if you would prefer […]
Grit Real Estate Income Group Real estate | Update | 27 September 2023 Grit 2.0 Having concluded its acquisition of a leading property developer and asset manager, pan-African property company Grit Real Estate Income Group (Grit) has been reborn. Grit 2.0 has a greater and more achievable return target (of between 12% and 15% per […]
Grit Real Estate Income Group Real estate | Update | 27 September 2023 Grit 2.0 Having concluded its acquisition of a leading property developer and asset manager, pan-African property company Grit Real Estate Income Group (Grit) is a radically different proposition. Grit 2.0 has a greater return target (of between 12% and 15%) thanks to […]
Grit Real Estate Income Group Real estate | Update | 27 September 2023 Grit 2.0 Having concluded its acquisition of a leading property developer and asset manager, pan-African property company Grit Real Estate Income Group (Grit) has been reborn. Grit 2.0 has a greater and more achievable return target (of between 12% and 15%) thanks […]
Baillie Gifford UK Growth Trust Investment companies | Annual Overview | 26 September 2023 A recipe for a rerating? A comparison of Baillie Gifford UK Growth Trust (BGUK) against its peers suggest that it is the most growth-orientated fund in the group, and so it has likely faced particularly strong headwinds during the last 18 […]
