MCP Emerging Markets: The Year of the Snake – Transformation or Turmoil?

  

‘As Lunar New Year celebrations continue this week, it’s a fitting time to reassess the Chinese market. The Year of the Snake, symbolising wisdom, strategy and transformation, is a timely arrival given China faces deep economic challenges, including a property sector crisis, weak consumer sentiment, and deflationary risks. While Beijing introduced stimulus measures last year … Continued

Quaestio European HY Bond Fund- Ranked First!

  

‘Exciting news! According to Citywire, as of December 31st, 2024, the Quaestio European High Yield Bond Fund is ranked #1 in the Bonds – Europe High Yield category for the Italian, Spanish and Portuguese markets. This achievement reflects both the core principles of our High Yield strategy and the excellent work of our Investment Team.’ … Continued

MCP Emerging Markets: Trump’s Victory & Uncovering the Silver Linings for Emerging Markets

  

https://mcp-em.com/en/news-insights/581 ‘Donald Trump’s inauguration yesterday following his landslide victory marks a pivotal shift for U.S. and global markets. While U.S. equities and the dollar have strengthened in response, emerging markets face a more uncertain outlook due to Trump’s aggressive tariff rhetoric. Yet, within challenges lie opportunities. Countries like India, Indonesia, and Vietnam, for example, are … Continued

Maple-Brown Abbott: Global Listed Infra Well-positioned for Uncertainty in 2025

  

‘With significant potential for geopolitical and economic uncertainty in 2025, defensive essential service assets such as infrastructure are well positioned While inflation is moderating and largely under control, its unpredictability persists. We continue to value embedded inflation pass-through mechanisms in infrastructure, which enhance the resilience of the asset class We maintain a preference for monopolistic … Continued

ASK Asset & Wealth Management – January Market Commentary – India

  

From ASK Asset & Wealth Management: ‘2024 witnessed strong sector growth and record capital raising in India. What could the improving trends in IT, inflation, and rural incomes mean for key sectors like manufacturing and pharma in 2025?’ Please see ASK January Market Commentary

Lightman Investment Managers – Can Europe Outperform in 2025?

  

Lightman Investment Management’s latest note ..’begins with an update of our views on sovereign debt. We then set out five potential catalysts for European equities and consider how Trump might actually be bullish for the continent. — Sovereign debt pressures are likely to remain a key theme in markets in the coming years, including in … Continued

Carbon Cap Management: Interview with CEO Mike Azlen

  

‘Carbon markets are a big topic at #COP29. How do they shape global climate agreements? CEO Carbon Cap Management Michael Azlen gives insights into how his fund invests globally in liquid and regulated carbon markets using exchange-traded futures and options as well as physical carbon allowances. But Azlen is not only passionate about climate change … Continued