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 […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance The Russo-Ukrainian conflict, which began at the end of February, worsened over March which, unsurprisingly, caused further volatility in global markets and a significant impact on energy, metals, and wheat prices. That has been good news for commodity exporting regions such as Latin […]
Real Estate Roundup Kindly sponsored by abrdn Performance data March’s biggest movers in price terms are shown in the charts below. Property stocks generally rallied in March, perhaps due to the relative inflation hedge they can provide. There were two outliers in Dublin office specialist Hibernia REIT and small-cap South East of England landlord McKay […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the charts below. The geopolitical uncertainty caused by the Russian invasion of Ukraine has hit markets hard. On the whole, the property sector suffered losses during February, but there were a few companies that saw […]
In QuotedData’s morning briefing 4 March 2022: Fidelity International has announced that it is pulling the plug on investment in Russia and Belarus. Its statement reads as follows: Given the seriousness of events in Ukraine, Fidelity International has decided that it will not be investing in Russia and Belarus for the forseeable future. As such, […]
In QuotedData’s morning briefing 21 February 2022: Following Digital 9 Infrastructure’s (DGI9) announcement on 13 January 20221 that its wholly owned subsidiary, Digital 9 Wireless Limited, had signed a conditional sale and purchase agreement to acquire a majority stake in Tetra Ireland Communications Limited, the company has received notice that one of the other shareholders […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data January’s biggest movers in price terms are shown in the charts below. Perhaps reflecting optimism around the strength of the economy coming out of COVID restrictions, a shift to value stocks was triggered in January, with property generalists and retail-focused companies the beneficiaries. Hammerson […]
In QuotedData’s morning briefing 27 January 2022: ICG Enterprise Trust (ICGT) is investing in Brooks Automation alongside funds advised by Thomas H. Lee Partners. The trust has an investment in THL Fund IX and will have exposure to the deal that way, but it will also make a direct investment in Brook Automation. Altogether – […]
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