European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years as, in the face of higher inflation and interest rates, investors have favoured more value and defensive exposures over growth stocks. Inflation […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of […]
In this week’s show, James Carthew spoke to Richard Sem from Pantheon 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 to […]
In this week’s show, James Carthew spoke to Tom Williams from Downing Renewables and 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 […]
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN It appears that a disconnect has arisen between HydrogenOne Capital Growth (HGEN)’s NAV, current and (according to its managers) prospective track record, and its share price. The discount is now 44%, despite a flat NAV. The recent spike in […]
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s net asset value (NAV), current and prospective track record, and its share price is hard to rationalise. The recent bond market rout (yields have spiked higher, driving down bond valuations) has added […]
HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s NAV, current and prospective track record and its share price is hard to rationalise. The recent bond rout has added insult to injury for renewable energy investors as higher rates have increased […]
Real estate quarterly report Kindly sponsored by abrdn Chinks of light It has been another quarter of pain for real estate investment trusts (REITs) and listed property companies, with share price weakness continuing and average falls of 13.7% across the sector (as shown in the chart to the right). There are chinks of light appearing […]
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
Economic and Political Monthly Roundup Investment companies | Monthly | October 2023 Reading the headlines, it still feels that we are trying to walk across a frozen lake. While none have yet to fall though, cracks are starting to appear, and some are certainly closer to making it to the other side than others. In […]
October 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in September 2023 September was defined by the ongoing US bond selloff, with global markets trending down in sympathy. Investment trust returns were negative on average for the month, although several sectors still achieved positive returns. The Royalties sector was the […]
Real Estate Roundup Kindly sponsored by abrdn Performance data September’s biggest movers in price terms are shown in the charts below. Investor sentiment towards property stocks continues to wane, with the median share price of REITs and listed property companies down another 2.4% over the month of September – and 14.8% in the year to […]
In this week’s show, James Carthew spoke to James de Uphaugh from Edinburgh 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 […]
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 [email protected]. 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 [email protected]. Additionally, if you would prefer […]
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 [email protected]. 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 [email protected]. 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 […]
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