Throgmorton – get it while the price is good Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equites represents both a disconnect to the strong earnings reported by UK companies, and an attractive valuation opportunity. UK companies remain more than competitive compared to international peers, and overseas companies are taking […]
Throgmorton – get it while the price is good Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equities, with investors taking their money out of UK equities in record numbers, is a behaviour that represents both a disconnect to the strong earnings reported by UK companies, and an attractive valuation […]
Throgmorton – opportunities in a discounted UK? Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equities represents both a disconnect to the strong earnings reported by UK companies, and a potential valuation opportunity. Dan’s observation is that UK companies remain competitive compared to international peers, and that some overseas companies […]
Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI’s transformative power and investment potential. Capital at risk. View the article here.
Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI’s transformative power and investment potential. Capital at risk. View the article here.
Worldwide Healthcare (WWH) has published its annual results for the year ended 31 March 2024, during which it provided NAV and share price total returns of 12.0% and 8.6% respectively, which compare to a return from its MSCI World Health Care benchmark of 10.9% (all in sterling terms). The difference between the performance of the […]
Schroder REIT posted a positive NAV total return in annual results, and reported that the value of its portfolio was stable over the three months to 31 March 2023. NAV declined by 4.4% to £287.4m, or 58.8p per share, over the year largely driven by an underlying portfolio value decline of 2.8% over the year […]
LondonMetric Property has published its first annual results since the acquisition of LXi REIT, resulting in a 20.3% boost in earnings. Net contracted rent increased over the year from £145m to £340m as a result of the merger, with EPRA earnings growing to £121.6m – up 5.4% on a per share basis. EPRA cost ratio […]
In QuotedData’s morning briefing 4 June 2024: Atrato Onsite Energy (ROOF) has bought a solar portfolio for £9.3m, using money from its revolving credit facility. The portfolio includes three solar assets with a total capacity of 13MW and comprises: 7.7MW of solar PV systems situated on residential rooftops owned by three different UK housing associations […]
Sustainable long-term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term outlook […]
