reports
- Sarah Godfrey
BlackRock Energy & Resources Income | Fuelling the future with flexibl...
BlackRock Energy and Resources Income Trust (BERI) has posted solid NAV and share price total returns in the financial year ended 30 November 2024, outperforming both its AIC peer group and the average for the investment trust universe. BERI – historically a blend of traditional energy and mining stocks – 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. At end-FY24, exposures were b...
- Sarah Godfrey
All Change? Investing in a year of global elections
The year 2024 has been an extraordinary one for the global electorate, with more than half the world's population going to the polls in elections in 50 countries from Algeria to Venezuela. While some arrived with an element of surprise – from snap elections in France and Japan to the earlier-than-expected date of the UK general election – others, notably the US presidential election, were set long in advance, although even there, the eleventh-hour substitution of the Democrat candidate was an un...
- Sarah Godfrey
All Change? Investing in a Year of Global Elections
This year has been an extraordinary one for the global electorate, with more than half the world's population going to the polls in elections in 50 countries from Algeria to Venezuela. With the US Presidential election on 5 November now only a week away, all eyes are on the world's largest economy, where fireworks are widely expected in a contest with only one certain outcome: a different president from the incumbent Joe Biden. Meanwhile, the UK's new Labour government – which has arguably faile...
- Sarah Godfrey
BlackRock Energy and Resources Income | A Trust for the 2020s and Beyo...
BlackRock Energy and Resources Income Trust (BERI) has so far enjoyed a more positive start to the year after a difficult 2023. With heightened geopolitical risk underpinning oil prices, robust demand for materials amid continued supply constraints, and more attractive valuations in the energy transition space, fundamentals in all three of the trust's areas of focus look encouraging on a medium-term basis.
- 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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