Heralding in the age of AI In a world where AI stocks have determined the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these potent tailwinds while still offering an arguably seldom-found discount opportunity within a universe known for its high valuations, coupled with the trust currently trading […]
Heralding in the age of AI In a world where AI stocks have appeared to determine the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these tailwinds. Further, it is trading on a discount within a universe arguably known for its high valuations, currently this is 11.5%. HRI’s […]
Heralding in the age of AI In a world where the share prices of AI-related companies have determined the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these potent tailwinds while still offering an arguably seldom-found discount opportunity within a universe known for its high valuations, coupled with […]
Prompted by a decent set of results this week, I thought I’d take a look at JPMorgan European Discovery Trust (JEDT). This fund, which used to be known as JPMorgan European Smaller Companies, was beset by poor performance for a number of years. Investors shied away from it as a result, and it tended to […]
Urban Logistics REIT reported a slight drop in EPRA net tangible assets (NTA) of 1.3% to 160.27p in annual results to 31 March 2024. The value of the company’s portfolio of mid-box urban logistics assets was stable over the 12 months falling just 0.3% on a like-for-like basis to £1.1bn. Net rental income was up […]
June 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in May 2024 May has been a story of market rebounds, with some of 2024’s worst-performing sectors having become the best-performing. Infrastructure securities was the top performing sector over the month. Listed infrastructure was supported by a fall in interest rate expectations […]
Whilst the ongoing conflicts in Ukraine and the Middle East have intensified, economic recovery in the US continues, with a rise in the S&P Global US composite PMI output index, tracking improvements in the outlook for both manufacturing and services. With May’s reading of 54.4, the index reached its highest level since April 2022 (figures […]
June 2024 Winners and losers in May 2024 Best performing funds in price terms (%) Capital & Regional 22.0 Safestore 16.4 Big Yellow Group 15.6 Derwent London 13.2 British Land 12.8 Helical 9.8 Phoenix Spree Deutschland 9.2 Shaftesbury Capital 8.2 Workspace 7.5 SEGRO 7.5 Source: Bloomberg, Marten & Co Worst performing funds in price terms […]
Riding the wave of shifting interest rates CQS New City High Yield Fund (NCYF) has consistently been one of the highest-yielding funds in its debt – loans and bonds peer group and, over the longer term, has also been one of its best-performing (see page 16). NCYF appears to have benefitted from an uplift in […]
Riding the wave of shifting interest rates CQS New City High Yield Fund (NCYF) is consistently one of the highest-yielding funds in its debt – loans and bonds peer group and, over the longer term, is also one of its best-performing (see page 16). NCYF has benefitted from an uplift in capital values as the […]
