European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations […]
European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of […]
Economic and Political Monthly Roundup Investment companies | Monthly | October 2023 Reading the headlines, it still feels that we are trying to walk across a frozen lake. While none have yet to fall though, cracks are starting to appear, and some are certainly closer to making it to the other side than others. In […]
October 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in September 2023 September was defined by the ongoing US bond selloff, with global markets trending down in sympathy. Investment trust returns were negative on average for the month, although several sectors still achieved positive returns. The Royalties sector was the […]
Regional REIT has appointed ARA Europe Private Markets Limited as its investment adviser, taking over from Toscafund Asset Management. The appointment follows the announcement in April that ARA Europe REIT Manager had acquired a majority shareholding in London & Scottish Property Investment Management, the asset manager of Regional REIT. The board said that it believes […]
The directors of the Edinburgh Investment Trust (EDIN) announced that James de Uphaugh, the company’s portfolio manager, will retire in February 2024 after 36 years in the industry. James will continue to manage the company’s portfolio until February and will then be replaced as portfolio manager by his colleague Imran Sattar. As part of the […]
September 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in August 2023 Share price total returns for investment companies were generally poor over August, with the best performing sector, Debt – Structured Finance, returning just 2.1%, with only a few sectors managing to eke out a positive total return. Funds […]
abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of the few ways in which the average investor can access a diverse pool of private equity managers (many smaller investors do not meet the size threshold to invest […]
abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of a limited number of ways in which investors can access a diverse pool of private equity managers, and that it has also produced long-term returns ahead of comparable […]
abrdn Private Equity Opportunities Trust Investment companies | Annual Overview | 07 September 2023 Unrecognised success Given that abrdn Private Equity Opportunities Trust (APEO) is one of the few ways in which the average investor can access a diverse pool of private equity managers, and has produced impressive long-term returns well ahead of comparable equity […]
