Our review of the investment companies sector for the second quarter of 2022 went live this morning (you can read it here) and apart from a few turnarounds in performance for some sectors with specific reasons, it was very much a continued story from the first quarter (check out our 2022 Q1 review here). However, […]
Real Estate Quarterly Review Kindly sponsored by abrdn Storm clouds gather Fears that a perfect storm is brewing has weighed on the real estate sector. Central banks’ move to raise interest rates to curb spiralling inflation has stoked concerns that investors will turn away from real estate to less risky alternatives, such as bonds. Meanwhile […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments It was very much ‘more of the same’ during the second quarter of 2022 as the conflict in Ukraine continued, rising inflation and interest rates created volatility and supply chain woes didn’t seem to ease. Towards the end of the quarter, previously strong-performing […]
Real Estate Quarterly Review Kindly sponsored by Abrdn Value to be found in topsy-turvy market The first three months of 2022 have been full of significant events. Investor caution followed Russia’s invasion of Ukraine and put paid to a London-listed property company with a portfolio of Russian assets (see page 6 for details). The cost-of-living crisis […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments From COVID to conflict 23 March 2022 marked two years since the UK’s nationwide lockdown was implemented in response to the outbreak of COVID-19. While cases and lockdowns are still occurring across the globe to varying degrees, it appears we are over the […]
Aquila Energy Efficiency to review investment strategy as it announces range of new investments – Aquila Energy Efficiency (AEET) has announced plans to conduct a review of its investment strategy to ascertain how best to accelerate deployment, while maintaining the trust’s credit criteria and return objectives. An update will be provided to shareholders on the […]
Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Bouncebackability Over the course of 2021, the property sector certainly rebounded from the depths of the pandemic-induced slumps of 2020, with the average share price of listed property companies up 14.2%. That didn’t mean there were not some ups and downs along the way. The […]
Investment Companies Annual Review 2021 Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Another one for the history books Just like the year before it, nobody is likely to forget 2021 in a hurry. The world remained consumed by the coronavirus pandemic and spread of new variants, but it was also the year we saw […]
AVI calls for review and appointment of new independent director in latest saga with Third Point – Asset Value Investors, manager of the AVI Global Trust (AGT), and three other shareholders representing over 18% of Third Point Investors Limited (TPIL) ordinary shares, have requisitioned the board of TPIL to convene an EGM at which shareholders […]
On the 7th January, QuotedData hosted the first weekly Investment Trust Round-Up Show of the year. James was joined by Andrew McHattie, editor of Investment Trust Newsletter, who reviewed the events of 2021 and discussed the winners and losers, the new investment companies which had started trading and the corporate events in the sector over […]
