August 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in July 2023 The China / Greater China sector led markets higher over the course of July following a Politburo meeting that outlined a range of measures designed to support the beleaguered economy. While the meeting provided some optimism for investors […]
In this week’s show, James Carthew spoke to Helen Steers from Pantheon International. 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 Fotis Chatzimichalakis from Impax Asset Management, a portfolio manager of Impax Environmental Markets. 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 […]
Montanaro European Smaller Companies Investment companies | Annual overview | 01 August 2023 No Continental Drift Despite the headwinds it has faced – chief among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in high-quality, high-growth companies. MTE’s manager, George Cooke, has been unflinching in his approach, making little […]
Montanaro European Smaller Companies Investment companies | Annual overview | 01 August 2023 No Continental Drift Despite the headwinds it has faced – among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in what its manager believes are high-quality, high-growth companies. MTE’s manager, George Cooke, has not changed his […]
Montanaro European Smaller Companies Investment companies | Annual overview | 01 August 2023 No Continental Drift Despite the headwinds it has faced – chief among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in high-quality, high-growth companies. MTE’s manager, George Cooke, has been unflinching in his approach, making little […]
In this week’s show, James Carthew spoke to Uzo Ekwue & Pav Sriharan from Schroders British 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, […]
Chrysalis Investments Investment companies | Update | 26 July 2023 Putting growing pains behind it The last 18 months have been a challenge for Chrysalis Investments (CHRY). However, under the hood, it appears that majority of the portfolio assets have actually performed reasonably well given the circumstances, especially when you consider that one company, Klarna, […]
Chrysalis Investments Investment companies | Update | 26 July 2023 Putting growing pains behind it There is no denying that the last 18 months have been a challenge for Chrysalis Investments (CHRY). However, under the hood, the majority of the portfolio assets have actually performed reasonably well given the circumstances, especially when you consider that […]
Chrysalis Investments Investment companies | Update | 26 July 2023 Putting growing pains behind it There is no denying that the last 18 months have been a challenge for Chrysalis Investments (CHRY). However, under the hood, the majority of the portfolio assets have actually performed reasonably well given the circumstances, especially when you consider that […]
In this week’s show, James Carthew spoke to Ian Lance from Temple Bar. 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 […]
AVI Japan Opportunity Investment companies | Update | 19 July 2023 Good governance, better returns The team behind AVI Japan Opportunity (AJOT) continues to champion the tenets of good corporate governance and shareholder alignment. On this front, it recently made some positive progress at NC Holdings AGM. The benefits that it can accrue through improved […]
AVI Japan Opportunity Investment companies | Update | 19 July 2023 Good governance, better returns The team behind AVI Japan Opportunity (AJOT) continues to champion the tenets of good corporate governance and shareholder alignment. On this front, it recently made some positive progress with one of its investments – NC Holdings – where it put […]
AVI Japan Opportunity Investment companies | Update | 19 July 2023 Good governance, better returns The team behind AVI Japan Opportunity (AJOT) continues to champion what they believe are the tenets of good corporate governance and shareholder alignment. On this front, it recently made some positive progress at NC Holdings AGM. The benefits that it […]
Real estate quarterly report Kindly sponsored by abrdn Discounted indiscriminately Stubbornly high inflation in the UK has raised the prospect of higher for longer interest rates, with the base rate hitting 5.0% in the UK dashing any hopes of a recovery in commercial property values for the foreseeable future. This negative outlook was reflected in […]
Second quarter of 2023 Investment Companies | Quarterly roundup | July 2023 Kindly sponsored by abrdn Calm like a bomb As we wave goodbye to the first half of 2023, we can reflect on what may well go down as one of the most bizarre periods in recent market history. The dominant assumption to begin […]
Economic and Political Monthly Roundup Investment companies | Monthly | July 2023 Picking up from where they left off in May, US markets continued to surge ahead in June, comfortably outperforming their global peers. The return to US dominance has been well documented, particularly regarding index concentration, with the top seven companies on the NASDAQ […]
July 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in June 2023 With much of the recent focus on the resilience of developed markets, particularly the US, a number of emerging economies have outperformed, leaning on macro stability and supportive fiscal spending made possible by moderating inflation. India leads the […]
Real Estate Roundup Kindly sponsored by abrdn Performance data June’s biggest movers in price terms are shown in the charts below. Sticky inflation in the UK and the Bank of England’s 0.5% hike in interest rates, which now sit at 5.0%, their highest level in 15 years, saw uncertainty return to the property market. The […]
In this week’s show, James Carthew spoke to David Smith from Henderson High Icome. 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 […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70 basis points (bps […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, according to Tritax EuroBox’s (EBOX’s) manager who says that it is optimistic that values are stabilising. The company’s portfolio yield moved […]
Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70bps in the six […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 5 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 4 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend, […]
NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) seems to be doing well. As is discussed on page 4 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in […]
In this week’s show, James Carthew spoke to Steve Marshall from Cordiant Digital 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 […]
In this week’s show, James Carthew spoke to Gervais Williams from Miton UK Microcap. 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 […]
Temple Bar Investment companies | Update | 26 June 2023 True Colours We are quickly approaching the third anniversary of Redwheel’s appointment as the manager of Temple Bar in November 2020. While sticking to its value-seeking roots, managers Ian Lance and Nick Purves favour what they describe as a more balanced approach than the deep […]
Temple Bar Investment companies | Update | 26 June 2023 True Colours We are quickly approaching year three of Temple Bar’s rehabilitation under the new management of Redwheel, who took over the fund in November 2020. While sticking to its value-seeking roots, managers Ian Lance and Nick Purves favour a more balanced approach than the […]
