In this week’s show, James Carthew spoke to Matthias Siller from Baring Emerging EMEA 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 as@quoteddata.com. Additionally, if you would […]
Aquila European Renewables Investment companies | Initiation | 14 June 2023 Sunny days are here again Aquila European Renewables (AERI) is about four years old. Since launch, it has built up a 464MW portfolio of operational solar, wind and hydropower projects, spread across six European power markets. It has also generated returns in line with […]
Aquila European Renewables Investment companies | Initiation | 14 June 2023 Sunny days are here again Aquila European Renewables (AERI) is about four years old. Since launch, it has built up a 464MW portfolio of operational solar, wind and hydropower projects, spread across six European power markets. It has also generated returns in line with […]
Aquila European Renewables Investment companies | Initiation | 14 June 2023 Sunny days are here again Aquila European Renewables (AERI) is about four years old. Since launch, it has built up a 464MW portfolio of operational solar, wind and hydropower projects, spread across six European power markets. It has also generated returns in line with […]
Polar Capital Technology Investment companies | Update | 14 June 2023 Me, myself and AI An inflection point in artificial intelligence (AI) – which combines computer science and datasets to enable problem-solving – is close to being reached. Major improvements in output and rapid adoption make the likelihood that it will become a general purpose […]
Polar Capital Technology Investment companies | Update | 14 June 2023 Me, myself and AI An inflection point in artificial intelligence (AI) is close to being reached as major improvements in output and rapid adoption make the likelihood that it will become a general purpose technology (like the computer and internet before it) and impact […]
Polar Capital Technology Investment companies | Update | 14 June 2023 Me, myself and AI The manager of Polar Capital Technology’s (PCT), Ben Rogoff, believes that we are close to an inflection point in the use of artificial intelligence (AI) as major improvements in output and rapid adoption make it more likely that it will […]
Economic and Political Monthly Roundup Investment companies | Monthly | June 2023 By now, it’s probably a pretty safe bet that people are sick of talking about inflation. With the midpoint of the year fast approaching, it feels like we have spent the best part of the last six months attempting to forecast the direction […]
June 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in May 2023 As anyone with a passing interest in markets will no doubt be aware, US tech is booming thanks to a rally in all things AI. The growth over the past few weeks has been so extreme that the […]
Real Estate Roundup Kindly sponsored by abrdn Performance data May’s biggest movers in price terms are shown in the charts below. The property sector is a hotbed of merger and acquisition (M&A) activity as investors look to take advantage of the unloved sector and wide discounts to net asset values (NAVs). Higher than expected inflation […]
In this week’s show, James Carthew spoke to James Thom from abrdn New Dawn. 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 […]
Polar Capital Global Financials Trust Investment companies | Update | 7 June 2023 Avoiding mishap After years of squeezed margins thanks to ultra-low interest rates, banks’ profitability is increasing. However, higher rates have brought increased recession risk and have exposed inept risk management within some US regional banks. The managers of Polar Capital Global Financials […]
Polar Capital Global Financials Trust Investment companies | Update | 7 June 2023 Avoiding mishap After years of squeezed margins linked to ultra-low interest rates, banks’ profitability is increasing. However, higher rates have brought increased recession risk and, with some high profile recent failures, appear to have exposed inept risk management within some US regional […]
Polar Capital Global Financials Trust Investment companies | Update | 7 June 2023 Avoiding mishap After years of squeezed margins thanks to ultra-low interest rates, banks’ profitability is increasing (in part, as the spread between the interest rates that they pay on deposits and the rates that they charge borrowers widens). However, higher rates have […]
In this week’s show, Matthew Read spoke to Iain McCombie from Baillie Gifford UK Growth. 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 […]
In this week’s show, James Carthew spoke to Andy Ho & Khanh Vu from VinaCapital Vietnam Opportunity 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 as@quoteddata.com. […]
In this week’s show, James Carthew spoke to Michael Anderson from Aquila Capital European Renewables. 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 […]
Urban Logistics REIT REITs | Update | 17 May 2023 ‘Fundamentals strong’ as values stabilise The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]
Urban Logistics REIT REITs | Update | 17 May 2023 Fundamentals strong as market stabilises The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]
Urban Logistics REIT REITs | Update | 17 May 2023 Fundamentals strong as market stabilises The industrial and logistics sector suffered its largest fall in value on record in the second half of 2022, even eclipsing that of the global financial crisis, as investment yields moved out rapidly to keep pace with interest rates. The […]
Real Estate Roundup Kindly sponsored by abrdn Performance data April’s biggest movers in price terms are shown in the charts below. Property stocks returned to positive territory in April after months of losses due to the impact of higher interest rates on valuations. The first signs of values stabilising are starting to feed through with […]
Economic and Political Monthly Roundup Investment companies | Monthly | May 2023 Much has been said about peak inflation and the possibility of easier monetary policy going forward, however the latest data showed prices accelerating in the Eurozone for the first time in seven months while the UK remains a complete basket case with inflation […]
May 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in April 2023 Property stocks returned to positive territory in April after months of losses. The sector was boosted by slowly improving consumer confidence which rose to its highest level in a year and signs of increasing stability in debt markets […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 “The output of innovation is alive and well” At a time when interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 The output of innovation is alive and well As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance. The trust […]
Edinburgh Worldwide Investment companies | Annual overview | 16 May 2023 The output of innovation is alive and well As interest rates have risen in response to rising inflation, Edinburgh Worldwide (EWI) – with its focus on small cap global growth stocks – has given up a significant portion of its previous outperformance (see page […]
In this week’s show, James Carthew spoke to Kamal Warraich from Canaccord Genuity Wealth Management. 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 […]
In this week’s show, James Carthew spoke to Nicholas Weindling from JPMorgan Japanese 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 […]
HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green hydrogen fund available on the London listed market. It offers diverse exposure to nine exciting private hydrogen investments and a hydrogen production facility that is being developed in Germany. Spurred […]
HydrogenOne Capital Growth Investment companies | Initiation | 3 May 2023 Funding a green revolution HydrogenOne Capital Growth (HGEN) is the only pure play green hydrogen fund available on the London listed market. It offers diverse exposure to nine private hydrogen investments and a hydrogen production facility that is being developed in Germany. Spurred on […]
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