NextEnergy Solar Fund Investment companies | Update | 13 December 2022 Earnings visibility underpins dividend target It has been a busy few months for NextEnergy Solar Fund (NESF) and the listed renewable energy sector. The share price may have come under pressure from the threat of windfall taxes – see page 6 – and rising […]
In this week’s show, James Carthew spoke to Stuart Widdowson from Odyssean 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 […]
Pacific Horizon Investment companies | Annual overview | 8 December 2022 Convergence opportunity Pacific Horizon (PHI) appears to have, in 2022, found itself at a convergence of both negative sentiment towards Asia and growth stocks more generally (seemingly a function of lockdowns in China, a slowing global economy and rising interest rates). While there has […]
Pacific Horizon Investment companies | Annual overview | 8 December 2022 Convergence opportunity Pacific Horizon (PHI) has in 2022 found itself at a convergence of both negative sentiment towards Asia and growth stocks more generally (a function of lockdowns in China, a slowing global economy and rising interest rates). While this has dented its performance […]
Pacific Horizon Investment companies | Annual overview | 8 December 2022 Convergence opportunity Pacific Horizon (PHI) has in 2022 found itself at a convergence of both negative sentiment towards Asia and growth stocks more generally (a function of lockdowns in China, a slowing global economy and rising interest rates). While this has dented its performance […]
Jockeying for position Weakened risk appetite among investors as macroeconomic headwinds persist has seen the technology sector suffer. As investors retreated to the sector titans (stocks such as Microsoft and Apple), Polar Capital Technology’s (PCT’s) underweight position in these companies has seen it underperform its benchmark over the 12 months to the end of November, […]
Jockeying for position Weakened risk appetite among investors as macroeconomic headwinds persist has seen the technology sector suffer. As investors retreated to the sector titans (stocks such as Microsoft and Apple), Polar Capital Technology’s (PCT’s) underweight position in these companies has seen it underperform its benchmark over the 12 months to the end of November, […]
Jockeying for position Weakened risk appetite among investors as macroeconomic headwinds persist are likely factors in the woes of the technology sector. As investors appeared to retreat to the sector titans (stocks such as Microsoft and Apple), Polar Capital Technology’s (PCT’s) underweight position in these companies has seen it underperform its benchmark over the 12 […]
Economic and Political Monthly Roundup Investment companies | Monthly | December 2022 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 […]
Real Estate Roundup Kindly sponsored by abrdn Performance data November’s biggest movers in price terms are shown in the charts below. Valuation declines in the property sector are starting to feed through in NAV announcements and interim results (see page 2) as higher cost of debt continues to put pressure on pricing. Having seen dramatic […]
Investment Companies Monthly Roundup Kindly sponsored by abrdn December 2022 Monthly | Investment companies Winners and losers in November 2022 As discussed in this month’s economic and political roundup, lower US inflation triggered a fall in the US dollar and drove equity markets higher over November. The big surprise was the resurgence of Chinese markets […]
In this week’s show, James Carthew spoke to Rhys Davies from INVESCO Bond Income Plus (BIPS). 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 […]
Polar Capital Global Financials Trust Investment companies | Annual overview | 30 November 2022 Don’t fear the dog that is yet to bark There has been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. As fears of economic recession grew, initial enthusiasm about the positive […]
Polar Capital Global Financials Trust Investment companies | Annual overview | 30 November 2022 Don’t fear the dog that is yet to bark There appears to have been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. The managers suggest that, as recessionary fears grew, initial […]
Polar Capital Global Financials Trust Investment companies | Annual overview | 30 November 2022 Don’t fear the dog that is yet to bark There has been a distinct shift in sentiment towards financials stocks and Polar Capital Global Financials Trust (PCFT) since Spring 2022. As recessionary fears grew, initial enthusiasm about the positive effects of […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2022 The strong have only gotten cheaper Dan Whitestone, manager of BlackRock Throgmorton (THRG), remains steadfast in his commitment to the most-attractive, highest-quality growth opportunities within the UK small cap sector, despite the apparent headwinds. Whilst THRG has lagged its benchmark and peers recently, having […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2022 The strong have only gotten cheaper Dan Whitestone, manager of BlackRock Throgmorton (THRG), remains steadfast in his commitment to the most-attractive, highest-quality growth opportunities within the UK small cap sector, despite the apparent headwinds facing this strategy. Whilst THRG has lagged its benchmark and […]
BlackRock Throgmorton Trust Investment companies | Update | 22 November 2022 The strong have only gotten cheaper Dan Whitestone, manager of BlackRock Throgmorton (THRG), remains steadfast in his commitment to what he believes to be the most-attractive, highest-quality growth opportunities within the UK small cap sector, despite the apparent headwinds. Whilst THRG has lagged its […]
In this week’s show, James Carthew spoke to Bruce Stout from Murray International 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 […]
CLSC Initial Public Offering Investment companies | IPO note | 22 November 2022 Conviction Life Sciences Company (CLSC) has a target issuance of up to 100m ordinary shares at 100p per share as part of the company’s initial issue, equal to an initial market cap of up to £100m. CLSC is being launched to capitalise […]
CLSC Initial Public Offering Investment companies | IPO note | 22 November 2022 Conviction Life Sciences Company (CLSC) has a target issuance of up to 100m ordinary shares at 100p per share as part of the company’s initial issue, equal to an initial market cap of up to £100m. CLSC is being launched to capitalise […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 November 2022 A portfolio for all seasons Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has posted a very respectable performance and has been issuing shares. This most likely […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 November 2022 A portfolio for all seasons Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has outperformed and has been issuing shares. This possibly reflects the long-term strong structural […]
Ecofin Global Utilities and Infrastructure Trust Investment companies | Update | 22 November 2022 A portfolio for all seasons Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has posted a very respectable performance (see page 18) and has been issuing shares. […]
In this week’s show, Richard Williams spoke to Jeff O’Dwyer from Schroder European REIT. 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 […]
Opportunity knocks The share prices of many logistics-focused real estate investment trusts (REITs), including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. Inevitably, valuations in the low-yielding logistics property sector will fall (and property yields rise) as the higher cost of debt chokes off investment. However, […]
Opportunity knocks The share prices of many logistics-focused REITs, including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. Inevitably, valuations in the low-yielding logistics property sector will fall as investors factor this in. However, the occupier market is still a landlord’s market, with record low supply […]
Opportunity knocks The share prices of many logistics-focused REITs, including Tritax EuroBox (EBOX), have been hit as interest rates have risen and the investment market has cooled. It was perhaps inevitable that valuations in the low-yielding logistics property sector would fall as investors factor this in. However, the occupier market is still a landlord’s market, […]
Alliance Trust Investment companies | Update | 17 November 2022 Stability in troubled waters More than five years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Its manager, Willis Towers Watson, has been able to demonstrate the benefits of its balanced, […]
Alliance Trust Investment companies | Update | 17 November 2022 Stability in troubled waters More than five years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Its manager, Willis Towers Watson, has been able to demonstrate the benefits of its balanced, […]
