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...Breit discloses other metrics more commonly used by public real estate investment trusts....
...The statistics yield clear messages: investment risks in emerging market companies compare favourably with those experienced in other asset classes....
...Jefferies estimates that no trust has raised equity to invest in new green assets since 2022. Raising more debt is not necessarily an option....
...Many trusts are required to hold a vote if the discount between its share price and its net asset value hits a threshold....
...The transactions involved included Fortum’s acquisition of a majority stake in Uniper in 2017, the 2018 asset swap between RWE and Eon, the 2019 bidding war over Osram and the takeover of Deutsche Wohnen...
...“The recovery in rough diamond demand is expected to be gradual through the rest of the year,” it added....
...appeal and widened the discounts at which they trade.The average discount between an investment trust’s share price and its net asset value hit 16.9 per cent last October, just below the 17.7 per cent recorded...
...But a surge in the cost of living since he took office in January 2021 has led respondents to say they trust his Republican rival Donald Trump more to run the economy....
...discount to net asset value....
...Purchases of investment trusts on adviser platforms fell by nearly a third in 2023 as inflation and interest rate rises battered net asset values....
...Shares in the £14bn trust, which is managed by Baillie Gifford and invests in high growth companies such as Nvidia and Tesla, are at a 13 per cent discount to net asset value, according to the company’s...
...“Investment trusts used to be a uniquely British success story and a vibrant part of the market,” said James de Bunsen, a portfolio manager at Janus Henderson Investors’ multi-asset team....
...By the end of this year, its risk-weighted assets will have fallen by more than a tenth since 2021. Meanwhile its revenues climbed 29 per cent....
...The board of Scottish Mortgage Investment Trust has announced a £1bn share buyback in an attempt to prop up its share price, which is at a 13 per cent discount to its net asset value....
...Wellcome Trust warns of private equity ‘shakeout’ Nick Moakes, chief investment officer of the £38bn Wellcome Trust, reckons that the private equity industry is facing a “shakeout” that could result in...
...The firm managed NT$1.44tn in assets by end-2023, with 85 per cent coming from its 37 ETFs, according to data from the Securities Investment Trust and Consulting Association....
...The UK investment trust once bought rights with all the abandon of a rock band spending its advance on high living....
...However, positive market movements meant Jupiter’s total assets under management increased over the first quarter to £52.6bn....
...The world’s largest alternative asset manager promised UC an 11.25 per cent annual return from the property fund, called Blackstone Real Estate Income Trust, or Breit, as part of a deal to draw $4.5bn in...
...With lowly rated, highly leveraged companies under pressure from high interest rates, and loan recoveries falling, traditional asset managers such as Invesco are now using tactics similar to conventional...
...Typically, private equity groups aim to hold assets for about five years....
...Police in Italy and several other European countries have arrested 22 people and seized assets worth €600mn in connection with alleged fraud involving the EU’s post-pandemic recovery fund....
...The Kremlin has criticised the EU’s plan to use frozen Russian assets to fund the purchase of weapons for Ukraine, saying the move would hit trust in international law....
...According to Jefferies, this is the largest ever buyback programme by a UK investment trust, with £1bn representing 9 per cent of the Scottish Mortgage Investment Trust’s shares....
...Though Blackstone is not expecting a quick recovery in property markets and high interest rates continue to pressure many investments, it is returning to the offensive....
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