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QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. In addition, we provide data, including performance charts and statistics, across the full spectrum of pan-European equities.  Our team of expert analysts writes with a balanced view and our goal is to provide you with all the information you need to make your own investment decisions, or to understand in more detail what your adviser is recommending to you.

 

Andrew Courtney
  • Andrew Courtney

QuotedData’s Real Estate Monthly Roundup – April 2024

The release of positive inflation data during the month – which showed CPI was back trending down towards the 2% target – was a much-needed tonic for the real estate sector. The median average share price rose 3.5% across the listed sector in March – the first monthly average uplift this year. Retail giant Hammerson led the way, continuing its mini revival. Its share price was up 17.2% in the month and is up 14.1% over 12 months. Another retail heavyweight Shaftesbury Capital also witnessed subs...

04/12/24 April 12, 2024 EN
Andrew Courtney
  • Andrew Courtney

QuotedData’s Investment Companies Roundup – April 2024

Green shoots have finally started to emerge in the UK property market with logistics and healthcare the two best performing subsectors in March, up 8.7% and 6.0% respectively. Returns were boosted by February’s inflation data which, while still well above the Bank of England’s target of 2%, was down sharply, falling to 3.4% from 4.2% the month prior, marking the slowest annual rate since September 2021. Falling inflation has driven down bond yields with the two-year gilt yield falling almost 30 ...

04/12/24 April 12, 2024 EN
James Carthew
  • James Carthew

QuotedData’s Economic and Political Monthly Roundup April 2024

During March, whilst the conflicts in Ukraine and the Middle East showed little sign of resolution, economic affairs elsewhere appeared relatively promising. In the US, the Federal Reserve (Fed) held interest rates between 5.25% to 5.50%, its stance stemming from continued labour market resilience and softening goods prices. Moreover, the Fed’s Open Market Committee (FOMC) raised its growth predictions for 2024 from 1.4% to 2.1%. This modestly positive outlook corresponds with more assured marke...

04/12/24 April 12, 2024 46 EN
David Johnson
  • David Johnson

abrdn Private Equity Opportunities – On the way to greener pastures

Despite navigating through challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) achieved remarkable success with recently published annual results reporting both positive NAV growth and double-digit share price returns. APEO’s discount has narrowed by more than 10% in recent months, so that it is trading on a 28.9% discount currently, narrowing from about 45% last October. This resilience came in spite of a slowdown in activity in European private equity markets in 2023, dam...

04/10/24 April 10, 2024 EN
James Carthew
  • James Carthew

Oakley Capital Investments – Getting down to business

In spite of an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate robust earnings growth in 2023 (average 14% EBITDA growth), which in turn drove 4% NAV growth. More importantly, OCI achieved an 18% total shareholder return (TSR) during the period, extending the long run of strong performance delivered by the company (five-year TSR CAGR of 24%). The same macro uncertainty is also creating opportunity as OCI’s investment manager Oakl...

04/02/24 April 2, 2024 29 EN
Andrew Courtney
  • Andrew Courtney

QuotedData’s Real Estate Monthly Roundup – April 2024

The release of positive inflation data during the month – which showed CPI was back trending down towards the 2% target – was a much-needed tonic for the real estate sector. The median average share price rose 3.5% across the listed sector in March – the first monthly average uplift this year. Retail giant Hammerson led the way, continuing its mini revival. Its share price was up 17.2% in the month and is up 14.1% over 12 months. Another retail heavyweight Shaftesbury Capital also witnessed subs...

04/12/24 April 12, 2024 EN
Andrew Courtney
  • Andrew Courtney

QuotedData’s Investment Companies Roundup – April 2024

Green shoots have finally started to emerge in the UK property market with logistics and healthcare the two best performing subsectors in March, up 8.7% and 6.0% respectively. Returns were boosted by February’s inflation data which, while still well above the Bank of England’s target of 2%, was down sharply, falling to 3.4% from 4.2% the month prior, marking the slowest annual rate since September 2021. Falling inflation has driven down bond yields with the two-year gilt yield falling almost 30 ...

04/12/24 April 12, 2024 EN
James Carthew
  • James Carthew

QuotedData’s Economic and Political Monthly Roundup April 2024

During March, whilst the conflicts in Ukraine and the Middle East showed little sign of resolution, economic affairs elsewhere appeared relatively promising. In the US, the Federal Reserve (Fed) held interest rates between 5.25% to 5.50%, its stance stemming from continued labour market resilience and softening goods prices. Moreover, the Fed’s Open Market Committee (FOMC) raised its growth predictions for 2024 from 1.4% to 2.1%. This modestly positive outlook corresponds with more assured marke...

04/12/24 April 12, 2024 46 EN
David Johnson
  • David Johnson

abrdn Private Equity Opportunities – On the way to greener pastures

Despite navigating through challenging conditions in 2023, abrdn Private Equity Opportunities (APEO) achieved remarkable success with recently published annual results reporting both positive NAV growth and double-digit share price returns. APEO’s discount has narrowed by more than 10% in recent months, so that it is trading on a 28.9% discount currently, narrowing from about 45% last October. This resilience came in spite of a slowdown in activity in European private equity markets in 2023, dam...

04/10/24 April 10, 2024 EN
James Carthew
  • James Carthew

Oakley Capital Investments – Getting down to business

In spite of an uncertain macroeconomic environment, Oakley Capital Investments’ (OCI) underlying portfolio continued to generate robust earnings growth in 2023 (average 14% EBITDA growth), which in turn drove 4% NAV growth. More importantly, OCI achieved an 18% total shareholder return (TSR) during the period, extending the long run of strong performance delivered by the company (five-year TSR CAGR of 24%). The same macro uncertainty is also creating opportunity as OCI’s investment manager Oakl...

04/02/24 April 2, 2024 29 EN
CMCL LN Caledonia Minin...

Expansion boosts bottom line

”‹Caledonia Mining (Caledonia) produced 23,300oz (23koz) of gold in H1 2016, a 14% increase on H1 2015, indicating that its investment in infrastructure to expand production is already bearing fruit. The company is on schedule to produce around 50koz of gold in 2016 (2015: 43koz)

CMCL LN CALEDONIA MINING
08/15/16 August 15, 2016 11 EN
Matthew Read
  • Matthew Read
PMGR Premier Miton G...

Pocket rocket

”‹Aided by the significant gearing provided by its zero dividend preference shares, sterling depreciation and some notable successes within its portfolio, Premier Energy and Water Trust (PEW’s) NAV and share price delivered MSCI Utilities Index beating performances over the 12 months to the end of June 2017. The portfolio has a high allocation to higher growth emerging markets (45.9% as at 30 June) reflecting the attractive discount at which emerging market utilities trade relative to wider mark...

PMGR PREMIER MITON GLOBAL RENEWABLES TRUST
07/12/17 July 12, 2017 13 EN
Matthew Read
  • Matthew Read
HRI Herald Investme...

Backing growing businesses

”‹The Technology sector has been rising strongly in recent months. In this note, we discuss a number of stocks that contributed to a near 40% increase in Herald Investment Trust’s NAV over the year to the end of May 2017. Nevertheless, Herald’s manager is convinced that UK technology companies in particular, which comprise over half the portfolio, have the growth potential to justify continued progress. The opportunity set for technology and media companies is considerable, allowing the best of ...

HRI HERALD INVESTMENT TRUST PLC
07/11/17 July 11, 2017 11 EN
Matthew Read
  • Matthew Read
SLPE Standard Life P...

Loading the portfolio

”‹SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), observes an improving outlook in Europe. However, it thinks that some form of market disruption could occur during the next 12 to 24 months. This might lead to greater volatility and an improved pricing environment for those of its underlying funds that wish to make acquisitions. SLPE has been selective with its primary commitments and secondary fund purchases, aiming to be well positioned in advance of any market s...

SLPE STANDARD LIFE PRIVATE EQUITY
07/03/17 July 3, 2017 11 EN
Matthew Read
  • Matthew Read
SIGT Seneca Global I...

Changing tack

”‹Seneca Global Income & Growth (SIGT) has continued to outperform its flexible investment peer group, since we last wrote, while providing lower volatility of returns. Demand for its strategy is strong and, as planned, this has allowed SIGT to issue shares and grow the trust. This should lower the ongoing charges ratio over time. SIGT’s manager has recently been reducing exposure to equities, with overseas equities taking the brunt. This reflects the manager’s views that equity markets have exp...

SIGT SENECA GLOBAL INCOME & GROWTH TRUST
06/13/17 June 13, 2017 11 EN
BCAI Blue Capital Al...

Uncorrelated yield opportunity

”‹Blue Capital Alternative Income Fund Limited (BCAI) offers investors a diversified exposure to catastrophe reinsurance risks. This business is largely uncorrelated with investment markets, so the fund offers investors diversification and a yield of 6.5%. The return from inception to 31 March 2017 is 45.8% (9.1% annualised). The shares trade at a discount to NAV of 7.8%, which we regard as unwarranted given the fund’s strong fundamentals and the board’s determination to maintain strong returns....

BCAI BLUE CAPITAL ALTERNATIVE INCOME FUND LIMITED
05/31/17 May 31, 2017 30 EN

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