David Stevenson: Digital funds are too deep in the dog house
Shares in the two digital infrastructure funds, CORD and DGI9, trade on much wider discounts than renewable funds and that seems unfair given the strength of their cashflows.
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Octopus Renewables: We’ve got this 6% dividend covered
Strong cash flows and a healthy percentage of fixed revenues give Octopus the confidence to forecast dividend cover of 1.7 times for the next five years.
Chelverton UK growth stars poised to take on tiny Investment Co
Smaller companies specialist Chelverton is in discussions with the £14m Investment Company, which last month flagged that it was coming to the end of the road after 155 years.
Supermarket Income: ‘We think this is the bottom’ after 20% first-half fall
Long-lease real estate investment trust ready to pounce on cheap stores, or return capital to shareholders, as it mulls a big cash pile from unwinding of its Sainsbury's joint venture.
Supermarket Income: ‘We think this is the bottom’ after 20% fall
Long-lease real estate investment trust ready to pounce on cheap stores, or return capital to shareholders, as it mulls a big cash pile from unwinding of its Sainsbury's joint venture.
Dowgate launches UK small-cap trust for ex-Gresham House manager
Laurence Hulse will run Onward Opportunities Limited, which raised just under £13m.
India’s fattening belly: Phones, taxes, the young
Eighty percent of India’s mobile phones are now made in the country, an example of how the government has incentivised manufacturing, says India Capital Growth fund manager Gaurav Narain.
Scottish Mortgage: We could lift private equity cap if it’s a problem
Under-pressure Scottish Mortgage fund managers answered shareholders’ questions on a webinar this afternoon. Here’s what we learned.
HydrogenOne shares pop as trust reassures over March slump
Shares in HydrogenOne Capital Growth leap after the investor in 'green' hydrogen states it knows of no problems behind a 39% slump in the stock this month.
Why I would rather have money in NatWest shares than its savings account
Artemis Alpha fund manager explains why cash and bonds still don't add up to much long term. Even with higher interest rates, equities make more sense.
Baillie Gifford’s Schiehallion eyes forced sellers after 2022 crash
Last year was a painful for one Baillie Gifford's tech-heavy private equity fund which slumped after a strong 2021, but manager Peter Singlehurst is seeing opportunities in the bear market.
Renewables Infra Group wins BT as its first corporate customer
The £3bn Renewables Infrastructure Group will provide BT with power from its Blary Hill wind farm in Scotland for 10 years.
