QuotedData’s weekly news show 5th April 2024
Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s t...
Investment company news brought to you by Citywire Financial Publishers Limited and Quoted Data by Marten & Co.
M&A and buybacks remove £3.9bn from trusts in first quarter
Net outflows from the investment company sector have accelerated with the amount of capital withdrawn nearly equalling last year’s £4.2bn, says JP Morgan Cazenove.
QD view – Who’s next on the M&A conveyor belt?
It has been interesting to watch the different merger and acquisition (M&A) activity play out in the real estate sector – and the different boards’ ap...
Milkwood bars Downing Strategic wind-down, wants to run fund for free
Milkwood Capital's Rhys Summerton blocks return of capital by Downing Strategic Micro-Cap, saying he wants to take over the fund's 'carcass' and restore shareholders' losses.
VH Global Sustainable Energy Opportunities builds value in its portfolio
VH Global Sustainable Energy Opportunities (GSEO) has announced its annual results for the year ended 31 December 2023, during which it provided a tot...
North American Income posts modest underperformance in uncertain year
North American Income Trust (NAIT) has published its annual results for the year ended 31 January 2024, a period in which US investors were focused on...
QuotedData’s morning briefing 5 April 2024 – SBSI, TMI
In QuotedData’s morning briefing 5 April 2024: Schroder BSC Social Impact Trust (SBSI) plc has made a £5m commitment to Savills IM Simply Affordable H...
Phayre-Mudge: UK Commercial Property needs to reconsider Tritax Big Box deal
UK Commercial Property’s board should rethink the merger with Tritax Big Box in light of the opposition of its chairman, says TR Property fund manager Marcus Phayre-Mudge.
What is listed private equity?
Educational Video – Oakley Capital partner Steven Tredget explains how listed vehicles enable retail investors to invest in this growing asset class.
Manchester & London: Tech trust denies AI bubble talk after shares double since Jan 2023
Fund manager Mark Sheppard holds half his top-performing portfolio in Microsoft and Nvidia in the belief that we are at the start of a bull market in artificial intelligence stocks.
Manchester & London denies AI bubble talk after shares double since Jan 2023
Fund manager Mark Sheppard holds half his top-performing portfolio in Microsoft and Nvidia in the belief that we are at the start of a bull market in AI stocks.
‘Buy’ this infrastructure income fund bargain before interest rates fall
Shares in BBGI Global Infrastructure offer an attractive, government-backed 6% yield and the potential for capital growth as they languish on a 12% discount.
