Markuz Jaffe News Today

'The reality is that the first leg of discount narrowing is likely to be reliant on that one factor'

Rising interest rates and volatile power prices have hurt clean energy funds but annual results from The Renewables Infrastructure Group yesterday demonstrate their sell-off has gone too far and the shares look attractive.

Concerns have now shifted towards each vehicle’s balance sheet resilience and portfolio valuation impact.

JLEN Environmental Assets has reported a modest drop in NAV for Q4 2023, in part due to revenue forecast reductions on its battery storage assets.

Peel Hunt has upgraded Chrysalis from neutral to outperform on the back of Klarna’s potential IPO, among other “potential catalysts”.

JPMorgan Multi-Asset Growth & Income (MATE) is in talks to merge with JPMorgan Global Growth & Income (JGGI).

Analysts agreed with Hipgnosis' board's view that a £20m incentive fee for potential bidders could enhance shareholder value if the portfolio is sold.

Merck Mercuriadis, SONG’s investment adviser, and SONG itself have been served proceedings by Mercuriadis’ former company.

The transitional investment manager of Asian Energy Impact, formerly ThomasLloyd Energy Impact, has begun its due diligence on the trust’s assets.

Chrysalis Investments (CHRY) anticipates several of its holdings will list on the public market soon, according to a trading update published today (30 October).