Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 17 May 2024 Fundamental story to drive returns By almost every measure, Downing Renewables and Infrastructure Trust (DORE) has delivered above expectations since its IPO in December 2020. A net asset value (NAV) total return of 33% over this period highlights the already strong […]
Diversified renewable energy and infrastructure DORE aims to provide investors with a sustainable level of income, with an element of capital growth, through a diversified portfolio of renewable energy and infrastructure assets located in the UK, Ireland and Northern Europe. Portfolio progress in 2023 On 11 April, DORE released its annual results for the year […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 Exposure to Spanish retail Lar España Real Estate aims to grow its EPRA net tangible assets (NTA) through active asset management of Spanish commercial real estate, and deliver high returns primarily through the payment of considerable annual dividends. Fund profile The company’s […]
Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]
In this week’s show, James Carthew spoke to Mark Sheppard from Manchester & London IT. 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 Aiman. Additionally, if you would […]
Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. As the interest rates waiting game continues, the real estate sector was flat during April, with the mean average share price at 0.0% and the median average down 1.4%. Self-storage specialist Lok’n Store’s share price jumped on news […]
Economic and Political Roundup Investment companies | Monthly | April 2024 The conflicts in Ukraine and the Middle East continued throughout April, with oil volatile on fears of an escalation to the conflict between Israel and Iran. Meanwhile, moderately improving figures have fuelled hopes for economic recovery in several markets. In a rather unexpected turn […]
May 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in April 2024 Chinese shares lead the list of best performers in April, although they remain deeply depressed with the world’s second largest economy still struggling with a range of long-standing structural issues. So far, the People’s Bank of China has been […]
In this week’s show, James Carthew spoke to Richard Pindar from Literacy 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 Aiman. Additionally, if you would prefer to […]
Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]
Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) is in a good place to realise substantial capital value and income growth over the medium term. The sale of two assets […]
Grit Real Estate Income Group Real estate | Annual overview | 8 May 2024 Building on steadier ground Having successfully undertaken its latest act of corporate engineering, Grit Real Estate Income Group (Grit) believes that it is in a good place to realise substantial capital value and income growth over the medium term. The sale […]
CQS Natural Resources Growth and Income Investment Companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for commodities and natural resources, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates look to be past their peaks. […]
CQS Natural Resources Growth and Income Investment companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for commodities and natural resources, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates may be past their peaks. This […]
CQS Natural Resources Growth and Income Investment companies | Annual overview | 8 May 2024 Poised for the starting gun Following a very strong period of outperformance for the commodities and natural resources sector, the last 18 months have been more challenging. However, barring the odd wobble, inflation and interest rates look to be past […]
In this week’s show, James Carthew spoke to Laura Foll from Lowland Investment Company. 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 Aiman. Additionally, if you would prefer […]
Real estate quarterly report Desperately seeking a catalyst The real estate investment trust (REIT) and listed property sector seems to have been cut adrift and is desperately seeking a positive macroeconomic outlook on which investors can hang their hat and from which sentiment can grow. The first quarter of 2024 started as 2023 left off […]
First quarter of 2024 Investment Companies | Quarterly roundup | April 2023 Kindly sponsored by abrdn Equity rally belies difficult quarter for sector 2024 started on strong footing, with global equities (as measured by the MSCI All Countries World Index) rallying 9.2% over the first three months (in sterling terms). However, while there some standouts […]
In this week’s show, James Carthew spoke to Ken Wotton from Strategic Equity 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 Aiman. Additionally, if you would prefer […]
Bluefield Solar Income Fund Investment companies | Update | 24 April 2024 Fundamentals shine despite discount The manger comments that, in common with the other trusts in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF). It adds that the trust’s […]
Bluefield Solar Income Fund Investment Companies | Update | 24 April 2024 Fundamentals shine despite discount In common with the other trusts in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with the trust’s ongoing fundamental performance failing to reverse […]
Bluefield Solar Income Fund Investment companies | Update | 24 April 2024 Fundamentals shine despite discount In common with the other funds in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with its ongoing fundamental performance (including strong revenue and […]
Fundamentals shine despite discount In common with the other funds in the renewable energy sector, the last six months have continued what has been a challenging period for the Bluefield Solar Income Fund (BSIF), with its ongoing fundamental performance (including strong revenue and earnings growth) failing to reverse a steady slide in its shares which […]
HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount The advisor notes that while shares of HydrogenOne Capital Growth (HGEN) have continued to fall, it believes that investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. The advisor […]
HydrogenOne Capital Growth Investment Companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions, HGEN’s NAV grew 5.8% over […]
HydrogenOne Capital Growth Investment companies | Update | 23 April 2024 Momentum building despite discount While shares of HydrogenOne Capital Growth (HGEN) have continued to fall, investors should be buoyed by the ongoing growth of the portfolio and the accelerating development of the green hydrogen sector. Despite challenging macro-economic conditions (including stubborn inflation and still […]
In this week’s show, James Carthew spoke to Jean-Hugues de Lamaze from Ecofin Global Utilities & 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 Aiman. Additionally, if […]
In this week’s show, James Carthew spoke to Phil Waller from JPMorgan Global Core Real 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 on [email protected]. Additionally, if […]
Real Estate Roundup Performance data March’s biggest movers in price terms are shown in the charts below. The release of positive inflation data during the month – which showed CPI was back trending down towards the 2% target – was a much-needed tonic for the real estate sector. The median average share price rose 3.5% […]
