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 as@quoteddata.com. 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 as@quoteddata.com. 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 […]
Baillie Gifford UK Growth Trust Investment companies | Annual Overview | 26 September 2023 A recipe for a rerating As the fund with most growth-orientated investment style amongst its peers (see page 21), Baillie Gifford UK Growth Trust (BGUK) has faced particularly strong headwinds during the last 18 months, as investors have either sought sanctuary […]
Baillie Gifford UK Growth Trust Investment companies | Annual Overview | 26 September 2023 A recipe for a rerating As the most growth-orientated fund amongst its peers, Baillie Gifford UK Growth Trust (BGUK) has faced particularly strong headwinds during the last 18 months, as investors have either sought sanctuary in value and defensive stocks, or […]
In this week’s show, Matthew Read spoke to Andrew Jones from LondonMetric Property. 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 as@quoteddata.com. Additionally, if you would prefer to […]
In this week’s show, Matthew Read spoke to Dean Orrico from Middlefield Canadian Income. 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 as@quoteddata.com. Additionally, if you would prefer […]
Economic and Political Monthly Roundup Investment companies | Monthly | September 2023 August was a moderately volatile month for markets as the economic picture in China worsened. Developed markets held up better than emerging markets. Yields on US government debt rose. Oil prices edged up, but the big jump was in natural gas prices as […]
Real Estate Roundup Kindly sponsored by abrdn Performance data August’s biggest movers in price terms are shown in the charts below. The property sector remains in a state of limbo as investors await signs that interest rates have peaked. The median share price of REITs and listed property companies was down 2.4% over the month […]
September 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in August 2023 Share price total returns for investment companies were generally poor over August, with the best performing sector, Debt – Structured Finance, returning just 2.1%, with only a few sectors managing to eke out a positive total return. Funds […]
Pantheon Infrastructure Investment companies | Update | 11 September 2023 Travelling in the right direction Pantheon Infrastructure (PINT) is still adding to its portfolio. The most recent commitment is to Zenobe, a battery storage and electric vehicle fleet specialist. This was in conjunction with Infracapital. This follows an investment in GlobalConnect (a pan-Nordic data centre […]
Pantheon Infrastructure Investment companies | Update | 11 September 2023 Travelling in the right direction Pantheon Infrastructure (PINT) is less than two years old and is still adding to its portfolio. The most recent commitment is to Zenobe, a battery storage and electric vehicle fleet specialist. This was in conjunction with Infracapital – see page […]
abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of the few ways in which the average investor can access a diverse pool of private equity managers (many smaller investors do not meet the size threshold to invest […]
abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of a limited number of ways in which investors can access a diverse pool of private equity managers, and that it has also produced long-term returns ahead of comparable […]
abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of the few ways in which the average investor can access a diverse pool of private equity managers, and has produced impressive long-term returns well ahead of comparable equity […]
In this week’s show, James Carthew spoke to Prashant Khemka from Ashoka WhiteOak Emerging Markets 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 as@quoteddata.com. Additionally, if you […]
Henderson High Income Investment companies | Annual Overview | 6 September 2023 There’s value in value Thanks to its combination of both high-yielding stocks and debt, Henderson High Income (HHI) gives its manager, David Smith, the toolkit he needs to navigate the higher inflationary environment that has dictated the fortunes of the UK stock market. […]
Henderson High Income Investment companies | Annual Overview | 6 September 2023 There’s value in value Thanks to its combination of both high-yielding stocks and debt, Henderson High Income (HHI) gives its manager, David Smith, more capacity to adapt to the higher inflationary environment that has dictated the fortunes of the UK stock market. David […]
Henderson High Income Investment companies | Annual Overview | 6 September 2023 There’s value in value Thanks to the combination of both high-yielding stocks and debt within its portfolio, Henderson High Income (HHI) gives its manager, David Smith, the toolkit he needs to navigate the higher inflationary environment that has dictated the fortunes of the […]
Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, which is going to act as a temporary constraint on cash flows generated by its local windfarm investment. As we explain on page 3, […]
Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, which is going to act as a constraint on cash flows generated by its local windfarm investment. As discussed on page 3, the manager […]
Ecofin US Renewables Infrastructure Trust Investment companies | Update | 6 September 2023 Storm damage reparable Ecofin US Renewables (RNEW) has been impacted by tornado damage to a substation in Texas, cutting off its wind farm’s connection to the local power grid. This is going to act as a temporary constraint on cash flows generated […]
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