JPMorgan American shuns labels as green growth drives ‘cyclicals’
Labelling stocks cyclical and defensive is outdated, particularly when it comes to renewables, energy, and electrification, say top North American trust's managers.
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Short-seller Fraser Perring: I could take on distrusted Home Reit
Short-seller who sparked off the Home Reit crisis says he has been approached by investors to take on and turn around the suspended real estate investment trust.
Fraser Perring: I would consider taking on distrusted Home Reit
The short-seller whose report put the spotlight on Home Reit’s troubles says he has been approached by investors to turn around the suspended real estate investment trust.
Cordiant Digital narrows discount with £20m buy-back announcement
Investor in 'plumbing of the internet' got the response it wanted to this month's buyback pledge after its share price jumped 10%.
Cordiant Digital narrows discount with £20m buyback announcement
Investor in ‘plumbing of the internet’ got the response it wanted to this month’s buyback pledge after its share price jumped 10%.
Home Reit investors gather for post-AGM crisis meeting
Shareholders in the struggling homeless accommodation provider assemble this afternoon to discuss their options.
Abrdn in talks with Santander to sell £14bn private equity arm
The Spanish bank’s asset management unit is reportedly one of a small number of suitors for the division, which runs the heavily discounted Abrdn Private Equity Opportunities trust.
Bill Ackman backs ‘anti-woke’ fund chief’s presidential ambitions
The Pershing Square portfolio manager makes a ‘bold and early call’ backing the US presidential bid of Strive Asset Management’s Vivek Ramaswamy.
James Carthew: The suitors hoping to win Abrdn Smaller’s hand
Abrdn Smaller Companies Income, one of the investment trust sector's many minnows, is seeking a merger partner. Trusts large and smaller are likely to be interested.
Segro spies another ‘wall of money’ for prime boxes if rate fears settle
The warehouse developer reports record new rental income and strong tenant demand after the logistics sector’s savage de-rating in the second half of last year.
Home Reit: Bidder Bluestar says it has cut links with Alvarium
Bluestar, a real estate debt fund launched by Ben Gotlieb, a former employee of Alvarium, denies any association with the fund manager of beleagured Home Reit, for which it is considering a bid.
Vietnam’s oldest trust on its most turbulent year yet
Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and prospects for his pioneering £1.4bn VEIL trust.
