Fund manager of Downing Renewables & Infrastructure hopes to raise up to £200m for a clean energy strategy that will embrace the Nordics and non-subsidised forms of carbon-free power.
Citywire award-winning 3i Infrastructure is just about on track to hit its annual 8-10% return target after Covid-19 hits to its energy and airline sector investments in the first half.
Aberdeen Standard Investments' Abby Glennie appointed co-manager on Harry Nimmo’s UK smaller companies investment trust and funds as the veteran small-cap investor nears retirement.
Schroders is hoping its mix of public and private investments will persuade investors it has the right vehicle to buy into bargain UK companies.
Matthew Tillett, the new lead fund manager of Brunner, is happy to hold Microsoft as his biggest position in the global investment trust but is wary of investors' confidence in highly-rated technology companies.
Dale Nicholls, fund manager of Fidelity China Special Situations, isn't worried about Beijing's curbs on tech, as new draft competition rules follow the dramatic suspension of the world's largest ever flotation.
Shares in the unusual 6.5% yielding UK equity and property portfolio have shot up 28% in the past week after the ‘dividend hero’ confirmed plans to increase its focus on real estate and re-build the strength of its payouts.
The warehouse and logistics real estate investment trust has sold off its smaller assets as it targets larger warehouses that give tenants room to grow.
Downing Renewables & Infrastructure joins an increasingly crowded field but its 5% yield and diversified portfolio merit attention.
RWC Partners global equity income manager Ian Lance hail the ‘extraordinary’ value available in the UK stock market, arguing the time is right for bets on unloved sectors like banks.