Big Broadcast: The ‘incredible opportunity’ in emerging markets
Fidelity Emerging Markets co-manager Chris Tennant makes his pitch and takes your questions in a recording of this week's Citywire virtual event.
Investment company news brought to you by Citywire Financial Publishers Limited and Quoted Data by Marten & Co.
Baillie Gifford’s Schiehallion jumps as Scopely is sold to Saudis
The private equity fund battered in the bear market receives a boost as its second biggest holding, US games developer Scopely, is sold for $4.9bn.
Aircraft leasing: Why some investors are exiting 2022’s top sector
Aircraft leasing investment companies soared from lows in 2022 and yield 16% plus, but some investors think the risks need reassessing now bonds are more attractive following last year's interest rate rises.
SDCL Energy Efficiency joins the buyback throng with £20m programme
The energy efficiency trust becomes the latest infrastructure fund to buy back its shares in the hope of narrowing its wide discount below asset value.
Digital 9 follows HydrogenOne in reassuring investors about share price slide
Investor in internet infrastructure becomes second investment company in a week to try and calm the market after a 27% slump in its shares in the past month.
David Stevenson: Blackstone bid shows UK Reit rebound will come
A credit squeeze from a worried banking sector add to the challenges facing UK real estate investment trusts, but yesterday's bid for Industrials Reit highlights the value in a sector still enjoying rental growth.
UKCM sticks by industrials as trust ‘fires on all cylinders’
UK Commercial Property fund manager Will Fulton believes industrials remain a pathway to income growth despite the steep writedowns in capital values last year.
RIT Capital’s chair follows fund managers in buying £100,000 of shares
Investors may be shunning RIT Capital Partners shares, but those involved in the Rothschild-backed trust, trailing on a 21% discount to net asset value, are upping their stakes.
Industrials Reit soars on £700m Blackstone bid
Update: Shares in the multi-let industrial park investor jump 37% after the real estate investment trust accepts a 168p per share cash offer from the US private equity giant.
Industrials Reit soars on £500m Blackstone bid
Shares in multi-let industrial park investor jump 37% after the real estate investment trust accepts a 168p per share cash offer from the giant US alternative assets manager.
James Carthew: Why investors see PINT half full in infrastructure beats me
All sorts of infrastructure fund bargains are appearing for those with the cash to take advantage of them.
Peel Hunt: ‘Extraordinary’ trust bargains are like 2008
Analysts at Peel Hunt highlight the many equity, infrastructure and property funds they believe trade at excessive discounts to asset value amid uncertainty over the economy, interest rates and banks.
