July 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in June 2023 With much of the recent focus on the resilience of developed markets, particularly the US, a number of emerging economies have outperformed, leaning on macro stability and supportive fiscal spending made possible by moderating inflation. India leads the […]
In QuotedData’s morning briefing 15 June 2023: Aquila European Renewables (AERI) passed its continuation vote at the AGM yesterday. The vote was roughly 75:25 in favour of continuation. [We would expect that next year’s continuation vote (brought forward from 2027) will actually prove less contentious. As we explain in the note published yesterday, with all […]
April 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in March 2023 Technology & technology innovation (renamed this month from technology & media) was one of only two sectors with positive returns for the month thanks to a considerable overweight to mega cap tech. Their outperformance appears to be a […]
Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, has been caught up in the grips of 2022’s market selloff, the fundamentals of many of the companies in its portfolio have remained largely unscathed. In fact, HRI’s management […]
Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, appears to have been caught up in the grips of 2022’s market selloff, its manager says that the fundamentals of many of the companies in its portfolio have remained […]
Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, has been caught up in the grips of 2022’s market selloff, the fundamentals of many of the companies in its portfolio have remained largely unscathed. In fact, the management […]
Economic and Political Monthly Roundup Investment companies | Monthly | December 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
For a sector that has got used to quite substantial amounts of fundraising, 2022 has proved a lot trickier for funds and brokers. Some of the stalwarts of the sector such as the infrastructure and renewable energy funds have ended up on discounts. Pantheon Infrastructure, for example, which had to turn away cash at its […]
In QuotedData’s morning briefing 16 November 2022: ThomasLloyd Energy Impact (TLEI/TLEP) has announced the results of its placing that was announced on 8 November 2022. The ‘subsequent placing’ raised gross proceeds of US$35.3m and 34,277,228 new ordinary shares are being issued at a price of US$1.030 (£0.865 being the announced sterling equivalent price) per ordinary […]
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 […]
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