For the podcast please follow this link: Why Carbon Trading Could Be Our Climate Lifesaver: A Deep Dive with Mike Azlen (climateconfidentpodcast.com)

‘SUMA Capital announces a new partnership with Nippon Gases, one of Europe’s leading medical and industrial companies, to develop biomethane projects, and contribute to the energy transition and decarbonisation in Spain’. Link: SUMA Capital Partnership with Nippon Gases

MOBIUS: Globetrotters on the hunt for profit in high tech discoveries | This is Money

‘In 2023, investment-grade (IG) issuers have represented 34% of total issuance – a new record – with the first IG utility convert in nearly twenty years.’ For more please see: IRM and US Convertibles Issuance

PeakBridge VC, an Article 9 Agri-Tech Growth Fund 2, establishes an Impact Committee with the objective of  ‘aligning financial returns with broader and social environmental objectives’. Details here: PeakBridge VC’s Impact Committee

Link: Investment Week reveals finalists for 25th Investment Company of the Year Awards

AI: with great power comes great responsibility | Maple-Brown Abbott ..’ we expect organisations will need to adopt Responsible AI principles as a discrete component of broader self-regulation frameworks – and ahead of the enactment of regulatory frameworks underpinned by legislation. When we assess companies for inclusion in portfolios, indicators of the maturity of thinking … Continued

(1) Thoughts from the road: AI, data demand and the impacts on digital infrastructure | LinkedIn

By Will Main, MBA’s PM for Asia and Emerging Markets ‘Fundamentally and geopolitically, India is currently in a relatively strong position. But Indian equities look fully priced with little room for disappointment. Meanwhile in China, much of the disappointment with the tepid post-pandemic recovery is reflected in equity valuations. On a risk-reward basis China looks … Continued

‘There is still a wide dispersion across market participants, and even amongst Fed officials, on the future path of rates. While some may make bets on the future path of rates, at IR+M, we prefer to avoid making such predictions and instead, stick to what we feel we do best – diligently scour the fixed … Continued