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Sequoia Economic Infrastructure Income Fund Ltd: 1 director

A director at Sequoia Economic Infrastructure Income Fund Ltd bought 25,243 shares at 79p and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ove...

Nigel Hawkins
  • Nigel Hawkins

Hardman & Co Insight: 2023 was an annus horribilis for Quoted UK Infra...

The focus of Hardman & Co Research is on the nine quoted Infrastructure Investment Companies (IICs) and on the 22 Renewable Energy Infrastructure Funds (REIFs): the stocks analysed are all members of the Association of Investment Companies (AIC). We are updating our publication of January 2023, assessing both the lacklustre share price performances during 2023 and the key issues, including interest rates, inflation and power prices. As a 31-strong group, its combined market capitalisation is no...

Brian Moretta ... (+4)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
  • Nigel Hawkins

The Hardman & Co Monthly: August 2023

Feature article: UK interest rates and “risk-free” gilts at their peak? Infrastructure stocks struggle Executive summary Infrastructure/Renewable Energy Funds ► The share price performances of the nine Infrastructure Investment Companies (IICs) and of the 22 Renewable Energy Infrastructure Funds (REIFs) have been dire over the past year. Undoubtedly, the sharp rise in interest rates has presented the sector with serious challenges, especially since the yield on “risk-free” 10-year gilts has r...

Shonil Chande
  • Shonil Chande

LIBERUM: Alternatives Daily

GCP Infrastructure Investments - Share buyback announcedSDCL Energy Efficiency Income Trust - Company update ahead of CMDSequoia Economic Infrastructure Income - Monthly NAV updateTriple Point Energy Transition - RCF term extendedSupermarket Income REIT - Sale of Sainsbury’s Reversion Portfolio (SRP) interestLiteracy Capital - Portfolio realisation with +3.7% NAV impact

Nigel Hawkins
  • Nigel Hawkins

Hardman & Co Insight: Higher interest rates overshadow IIC/REIF prospe...

Hardman & Co Research’s focus is on the nine quoted infrastructure investment companies (IICs) and on the 22 renewable energy infrastructure funds (REIFs), most of which saw their share prices fall during 2022, while the FTSE 100 rose by just 0.9%. In our Quoted UK Infrastructure and Renewable Energy – Prospects for 2023 publication, we have addressed the three key issues of recent months: higher inflation, extremely volatile power prices and rising interest rates.

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