abrdn Smaller Companies Income Trust says that, while it continues to deliver upon its investment objective (providing a high and growing dividend and capital growth from a portfolio invested principally in UK smaller companies and UK fixed income securities) its shares have continued to trade at a material discount to their net asset value for […]
Review 2022 Annual roundup | Investment companies | January 2023 Kindly sponsored by abrdn A year to forget? Any optimism that investors felt going into 2022 was dashed in February with Russia’s invasion of Ukraine. Resultant jumps in energy and food prices helped entrench inflation, requiring more aggressive interest rate hikes from central banks. Investments […]
Real Estate Annual Review Kindly sponsored by abrdn The year the rug was pulled out 2022 will be remembered as the year that the rug was pulled from under the property sector. Having benefitted from decades of low interest rates, which had fuelled debt-ladened deals and piqued the appetite of global investors looking for more […]
The lunar new year is upon us this weekend, bringing with it the year of the rabbit. According to the Chinese zodiac, the rabbit is associated with vigilance, quick wittedness, and ingenuity; and anyone born in 2023 will be born under the ‘water’ rabbit, and is expected to turn around the hardships of their youth. […]
Home REIT’s investment advisor has hired a property manager to help the embattled homeless accommodation landlord to review its portfolio and recover rent arrears. Alvarium Home REIT Advisors has entered into an agreement with Simpact Group, a specialist social housing property manager, to “accelerate and further support the investment adviser’s ongoing asset management and monitoring […]
In this week’s show, James Carthew spoke to Andrew McHattie from Investment Trust Newsletter. 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 watch and ask questions live, please join us every Friday at 11am.
On the 6th January, James Carthew and Andrew McHattie reviewed the investment companies sector in 2022 – Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The best way to enjoy the show is join our weekly webinar LIVE where we discuss the key stories […]
In a surprise move, US Solar Fund has announced a strategic review. The announcement notes that the fund has successfully executed its strategy of delivering a sustainable dividend for shareholders, but laments problems with growing its asset base. The board says that it maintains strong conviction in the value of the assets, the business plan, […]
Real estate quarterly report Kindly sponsored by abrdn Choppy waters ahead High interest rates is a killer for real estate, and so the chancellor’s disastrous ‘mini budget’ at the end of September – which spooked gilt markets and saw interest rate forecasts for next year top 6% – had a catastrophic impact on the listed […]
Third quarter of 2022 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Piling on the misery In the face of rising inflation, exacerbated by the war in Ukraine, central bankers have condemned for their relative inaction. However, in the third quarter of 2022, they stepped up a gear. Last month’s economic and political roundup […]
