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 […]
Atrato Onsite Energy (ROOF) announced its interim results for the six month period ended 31 march 2023. The company’s performance was generally positive with a modest improvement in NAV, which was up around 1%, while revenue growth came in 9% ahead of budget. Dividends were flat. Still, shares fell 14% during the period dragging the […]
Schroder REIT increased its dividend by 14% last year on the back of strong operational performance. Estimated rental growth (ERV) on the diversified portfolio (which is skewed towards industrial assets) was up 9.2% in its financial year to 31 March 2023, while EPRA earnings was up to 3.3p per share. This fully covered the dividend […]
Shires Income Trust Group In-person Update 12.30 – 5th July 2023 Register now Following the release of Shires Income Trust annual results to 31st March 2023 we are pleased to be hosting an in-person group update with manager Iain Pyle on 5th July at our office in London. Iain will be providing an review of […]
