reports
- Sarah Godfrey
BlackRock Energy and Resources Income | Update Note - December 2023
BlackRock Energy and Resources Income Trust (BERI) began life as a blend of traditional energy and mining stocks, but broadened its remit in 2020 to include energy transition plays, with neutral positions of 30% each in conventional energy and energy transition, and 40% in mining. Its co-managers, Mark Hume (an energy expert) and Tom Holl (a mining specialist) describe the globally invested portfolio as ‘a trust for the 2020s and beyond', and dynamically allocate between the three segments in or...
- Sarah Godfrey
BlackRock Energy and Resources Income | Initiation of Coverage
BlackRock Energy and Resources Income Trust plc (BERI) is a differentiated proposition for investors seeking income and capital growth. Its threefold focus on mining, traditional energy and energy transition means it has the potential to perform in a range of market conditions; indeed, its holdings in more traditional commodities helped lift it to the position of the top-performing UK-listed equity investment trust in 2022, despite the growth stock sell-off having a negative impact on some of th...
- Oliver Juggins
Inflation & Investment Trusts - Sep 2022
Inflation has now persisted beyond most people's 2021 expectations for a “short term blip” following the COVID crisis, and investors are increasingly under pressure to generate positive real returns in the first highly inflationary (i.e., >5%) environment since 1991. We expect a degree of asset price volatility to continue across all asset classes for quite some time. In this note we look at the factors behind the current inflationary environment, evaluate which ones are likely to persist and ...
ADIG ABERDEEN DIVERSIFIED INCOME AND GROWTH TRUST
HHI HENDERSON HIGH INCOME TRUST PLC
BERI BLACKROCK ENERGY AND RESOURCES INCOME TRUST PLC
PCFT POLAR CAPITAL GLOBAL FINANCIALS TRUST
RICA RUFFER INVESTMENT COMPANY
TRIG RENEWABLES INFRASTRUCTURE GROUP LIMITED GBP RED.SHS
AEWU AEW UK REIT
SERE SCHRODER EUROPEAN REAL ESTATE INVESTMENT TRUST
HICL HICL INFRASTRUCTURE PLC
SEIT SDCL ENERGY EFFICIENCY INCOME TRUST
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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