Investment company news brought to you by Citywire Financial Publishers Limited and Quoted Data by Marten & Co.
Abrdn Reit spies recovery in industrials but warns of ‘stranded’ secondary offices
Abrdn Property Income manager Jason Baggaley believes industrial real estate has bottomed out, but has sold off three offices as he warns of further falls in secondary buildings.
Software valuations back to 2017 levels, says Allianz Technology
Software companies are trading 21% below their peak in 2021, says Allianz Technology fund manager Mike Seidenberg, who is 'cautiously optimistic' about the sector as it recovers from last year's selloff.
HICL self-funds French broadband investment with US toll road sale
Who needs share issues when you can raise funds selling assets? HICL Infrastructure proves it can recycle capital in its inflation-linked portfolio even though its stock trades on a discount.
HydrogenOne looks to the sky backing green plane merger with £7m
HydrogenOne Capital Growth backs the merger of Cranfield Aerospace Solutions with plane maker Britten-Norman to create a UK champion in clean gas-powered aircraft.
Auckland sanction deepens rent clouds over Triple Point and Civitas
Regulator of Social Housing questions whether Auckland Home Solutions' properties qualify for 'specialised supporting housing status', which could mean the rents Civitas and Triple Point Reits receive are too high.
James Carthew: Early exit offer makes Ashoka trust less of a leap
The timing of Ashoka WhiteOak Emerging Markets launch makes a contrarian like me happy. The ability for investors to exit the trust once a year at net asset value reduces the risk somewhat too.
ThomasLloyd Energy shares suspended as India project reviewed
The soaring costs of a 200MW solar park construction in India force £148m ThomasLloyd Energy Impact Trust to ask for its shares to be suspended while the project is revalued.
TwentyFour: Our floating loans yield 15% ahead of ‘moderate recession’
Structured bond funds like TwentyFour Income look to be generating extraordinary yields from floating rate debts if the market's prediction of a shallow downturn are correct.
Rathbones-Investec union should accelerate Reit mergers, says TR Property
Consolidation among wealth managers should be complemented by mergers between real estate investment trusts, says Marcus Phayre-Mudge of TR Property.
Rathbones-Investec union should accelerate Reit mergers, says TRY
Consolidation among wealth managers should be complemented by mergers between real estate investment trusts, says Marcus Phayre-Mudge of TR Property.
Schroder’s Roche takes lead in UK mid-cap rally
Schroder UK Mid Cap has swept past its JPMorgan rivals since Jean Roche took over in the wake of the Brexit vote in 2016, hlped by a strong recovery since last September's lows.
Schroders’ Roche takes lead in UK mid-cap rally
Schroder UK Mid Cap has swept past its JP Morgan rivals since Jean Roche took over in the wake of the Brexit vote in 2016, helped by a strong recovery since last September’s lows.
