Ecofin Global Utilities and Infrastructure Trust Plc Equity Research & Stock Reports

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23 Jan 24

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, has been at the mercy of broader macro-economic conditions. However, its recent performance in no way diminishes the secular opportunity that exists for the fund, which should become more apparent as interest rates retreat from their highs. The company maintains exposure to a suite of investments that stand to benefit from an ever-growing list of tailwinds as gl

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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23 Jan 24

Ecofin Global Utilities and Infrastructure Trust – Strong outlook as macro gloom lifts

Over the past 12 months, Ecofin Global Utilities and Infrastructure (EGL), along with the broader utilities and infrastructure sector, appears to have been at the mercy of broader macro-economic conditions. However, the managers note that its recent performance in no way diminishes the secular opportunity that exists for the fund, which, they believe should become more apparent as interest rates retreat from their highs. The company has exposure to a suite of investments that the managers believ

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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23 Aug 23

Ecofin Global Utilities and Infrastructure Trust – Utilities and infrastructure at low tide

In recent months, macroeconomic conditions have weighed on the utilities and infrastructure sectors and on the returns generated by Ecofin Global Utilities and Infrastructure (EGL). Now, as the peak of interest rates draws nearer and economic growth stutters, the tide may be about to turn in EGL’s favour. EGL’s manager, Jean-Hugues de Lamaze highlights the strong earnings of the companies in its portfolio, which have exacerbated the undervaluation of some of these. In common with most London-li

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23 Aug 23

Ecofin Global Utilities and Infrastructure Trust – Utilities and infrastructure at low tide

In recent months, macroeconomic conditions appear to have weighed on the utilities and infrastructure sectors and on the returns generated by Ecofin Global Utilities and Infrastructure (EGL). Now, as the peak of interest rates hopefully draws nearer and economic growth seems to be faltering, EGL’s manager, Jean-Hugues de Lamaze feels that the tide may be about to turn in EGL’s favour. He highlights the strong earnings of the companies in its portfolio, which have exacerbated the undervaluation o

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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06 Jan 23

Economic and Political Monthly Roundup January 2023

A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned.

Companies: ADIG JFJ JII PCT HEFT ANII SDP SHRS TRY BEMO STS FCSS EGL GSF EBOX SONG GCP

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06 Jan 23

Economic and Political Monthly Roundup January 2023

Companies: ADIG JFJ JII PCT HEFT ANII SDP SHRS TRY BEMO STS FCSS EGL GSF EBOX SONG GCP

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22 Nov 22

Ecofin Global Utilities and Infrastructure Trust - A portfolio for all seasons

Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has posted a very respectable performance and has been issuing shares. This most likely reflects the long-term strong structural growth drivers, inflation linkages and the defensive nature of its investments, in an environment where the global economy is slowing down and tipping into recession. There is little doubt that current uncertainty h

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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22 Nov 22

Ecofin Global Utilities and Infrastructure Trust - A portfolio for all seasons

Even considering the particularly challenging markets we have seen during the last couple of months, Ecofin Global Utilities and Infrastructure Trust (EGL) has outperformed and has been issuing shares. This possibly reflects the long-term strong structural growth drivers, inflation linkages and the defensive nature of its investments, in an environment where the global economy is slowing down and looks increasingly like it could tip into recession. Current uncertainty appears to have been unhelp

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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28 Oct 21

Happy birthday to ya!

Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its fifth birthday and has much to celebrate. As at end September 2021, since its launch, EGL had provided NAV and share price total returns of 11.3% and 17.1% per annum respectively (cumulative returns of 71.3% and 120.2% in just over five years); and the icing on the cake is its outperformance of global utilities YTD, during what has been a very challenging period. Reflecting the strength of its performance, EGL has benefitted

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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28 Oct 21

Happy birthday to ya!

Ecofin Global Utilities and Infrastructure Trust (EGL) has just had its fifth birthday (having launched on 26 September 2016) and has much to celebrate. As at end September 2021, since its launch, EGL had provided NAV and share price total returns of 71.3% and 120.2% respectively, in just over five years. The icing on the cake is the trust’s outperformance of global utilities over 2021 to date, during what has been a very challenging period. Reflecting the strength of its NAV performance, EGL ha

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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16 Dec 20

Ecofin Global Utilities and Infrastructure Trust - A wealth of opportunities

Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return is 12.1% YTD to the end of November, outpacing the MSCI World’s 10.9%). Investors increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend target of 4% of NAV) and the trust has seen a sustained improvement in its rating over the last 14 months. EGL’s manager, Jean-Hugues de Lamaze, considers that COVID-19 has provided a

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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16 Dec 20

A wealth of opportunities

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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16 Dec 20

A wealth of opportunities

Ecofin Global Utilities and Infrastructure Trust (EGL) has come through the crisis well (its NAV total return for 2020 – to the end of November – is 12.1%, outpacing the MSCI World’s Index’s return of 10.9%). Investors increasingly appreciate its proposition (earnings and cash flow growth in sectors with sound growth prospects and a dividend target of 4% of NAV) and the trust has seen a sustained improvement in its rating over the last 14 months (it has recently been trading close to asset value

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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14 Jul 20

Second Quarter of 2020

It was a remarkable second quarter with global markets staging the sort of comeback few would have thought plausible, at the end of March. With some countries still battling the first wave of infection and others seemingly headed to a second, not to mention what happens when governments start to remove direct stimulus measures, uncertainty still abounds.

Companies: NCYF EGL NAIT NAIT THRG GCP IGC HHI JLEN PCT VNH ASLI IBT HRI CSH MAVT

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25 Jun 20

Resilient income

Investors in search of income have been hit hard by the COVID-19 crisis. Bond yields and interest rates have tumbled, and dividend cuts have proliferated. By contrast, the companies in Ecofin Global Utilities and Infrastructure Trust’s (EGL’s) portfolio have proved relatively resilient. In addition, when paying its dividend, EGL is able to use its distributable reserves to top up any shortfall in revenue that might occur.

Companies: Ecofin Global Utilities and Infrastructure Trust Plc

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