RIT Capital Partners Investment companies | Initiation | 6 April 2023 A rare opportunity to buy a unique trust Last year was a turbulent one for markets and, unusually, there were few places for investors to hide, with nearly all asset classes recording large declines. RIT’s net asset value (NAV) also fell in 2022, and […]
RIT Capital Partners Investment companies | Initiation | 6 April 2023 A rare opportunity to buy a unique trust Last year was a turbulent one for markets and, unusually, there were few places to hide, with nearly all asset classes recording large declines. RIT’s NAV also fell in 2022 and this appears to have unnerved […]
Real Estate Roundup Kindly sponsored by abrdn Performance data March’s biggest movers in price terms are shown in the charts below. Property stocks tumbled further in March as stubborn inflation and a further interest rate hike was announced by the Bank of England. The median average share price fall across the sector was 7.9%. Perhaps […]
April 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in March 2023 Technology & technology innovation (renamed this month from technology & media) was one of only two sectors with positive returns for the month thanks to a considerable overweight to mega cap tech. Their outperformance appears to be a […]
Economic and Political Monthly Roundup Investment companies | Monthly | April 2023 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 […]
Oakley Capital Investments Investment companies | Initiation | 4 April 2023 The best-performing UK-listed private equity fund Oakley Capital Investments (OCI) invests in private equity funds managed by Oakley Capital Limited (Oakley). OCI is, as we show on page 21, the best-performing fund in its peer group over five years. As evidenced by its latest […]
Oakley Capital Investments Investment companies | Initiation | 4 April 2023 The best-performing UK-listed private equity fund Oakley Capital Investments (OCI) invests in private equity funds managed by Oakley Capital Limited (Oakley). OCI is, as we show on page 21, the best-performing fund in its peer group over five years. As evidenced by its latest […]
Oakley Capital Investments Investment companies | Initiation | 4 April 2023 The best-performing UK-listed private equity fund Oakley Capital Investments (OCI) invests in private equity funds managed by Oakley Capital Limited (Oakley). OCI is, as we show on page 22, the best-performing fund in its peer group over five years. As evidenced by its latest […]
JLEN Environmental Assets Investment companies | Annual overview | 31 March 2023 Laying the foundations for NAV growth In common with its peers, JLEN Environmental Assets (JLEN) experienced an eventful but fruitful 2022. Volatile power prices, rampant inflation, rising interest rates and new taxes buffeted the renewables sector but generally acted as a tailwind for […]
JLEN Environmental Assets Investment companies | Annual overview | 31 March 2023 Laying the foundations for NAV growth In common with its peers, JLEN Environmental Assets (JLEN) experienced an eventful but fruitful 2022. Volatile power prices, rampant inflation, rising interest rates and new taxes buffeted the renewables sector but generally acted as a tailwind for […]
JLEN Environmental Assets Investment companies | Annual overview | 31 March 2023 Laying the foundations for NAV growth In common with its peers, JLEN Environmental Assets (JLEN) experienced an eventful but fruitful 2022. Volatile power prices, rampant inflation, rising interest rates and new taxes all appeared to buffet the renewables sector but generally acted as […]
In this week’s show, James Carthew spoke to Alex O’Cinneide from Gore Street Energy Storage 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 on [email protected]. Additionally, if […]
In this week’s show, James Carthew spoke to Richard Staveley from Rockwood Strategic. 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 […]
JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to companies that are focused on the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also backs Japanese brands and […]
JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to good quality companies that are at the forefront of the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also […]
JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to good quality companies that are at the forefront of the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also […]
In this week’s show, James Carthew spoke to James Hart from Witan 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 […]
Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects, located in developed markets. The majority of these have explicit inflation-linkage built into their structure or implicit […]
Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects in developed markets. The majority of these have explicit inflation-linkage or implicit protection through regulation or market […]
India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]
India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]
India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]
Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed probably the most severe stress test in recent history in the form of the pandemic. 2022 results show that the value of its Spanish shopping centre and retail park portfolio has […]
Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed the most severe stress test in recent history in the form of the pandemic, and has come out the other side in good shape. 2022 results show that the value of […]
Lar España Real Estate Real estate | Initiation | 14 March 2023 Dominant assets make a resilient business Lar España Real Estate has passed the most severe stress test in recent history in the form of the pandemic, and has come out the other side in good shape. 2022 results show that the value of […]
In this week’s show, James Carthew spoke to Anthony Catachanas from VH Global Sustainable Energy Opportunities. 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 Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was a mixed month in terms of share price performance for property companies, with a mean average share price fall of 0.3% across the sector. On the positive side, shopping centre behemoth Hammerson […]
Economic and Political Monthly Roundup Investment companies | Monthly | March 2023 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 […]
March 2023 Monthly roundup | Investment companies Winners and losers in February 2023 The environmental sector had a strong month, although noting that this is a relatively small category with only three funds, and its positive returns are more a factor of mean reversion following a period of underperformance. The North American Smaller Companies sector […]
AVI Global Trust Investment companies | Update | 8 March 2023 Doubly blessed AVI Global Trust (AGT) offers investors a unique opportunity to access a distinctive portfolio of good-quality investments that are selected because the managers believe that they are trading at a discount to their intrinsic value. Thanks to recent market movements, AGT’s ‘double […]
