From MBA’s Global Infra PM Steven Kempler: Understanding the value of one of Ferrovial’s largest assets
Link: Metering the Tolls of Toronto’s 407 Express Toll Route | Maple-Brown Abbott Global Listed Infrastructure
Link: Metering the Tolls of Toronto’s 407 Express Toll Route | Maple-Brown Abbott Global Listed Infrastructure
Mobius Capital Partners had their annual Investor Day last week. A recording for those who missed it: https://lnkd.in/ezVyKUwg
https://www.incomeresearch.com/wp-content/uploads/ESG-Monitor-3Q-2024.pdf
Link: Banca Finnat, nuovo accordo per portare gestori di nicchia in Italia: chi se ne occuperà (citywire.com)
Link: Cautious optimism grows for infrastructure as rate cuts loom – InvestorDaily | InvestorDaily
NEWS! Banca Finnat and Hyde Park Investment International Ltd signed a cooperation agreement this week for Capital Introduction activities in the Italian and Italian-Swiss institutional markets. As before Paolo Ubaldini will carry out and coordinate these activities, alongside the support of salespeople from Banca Finnat’s Institutional Client Services department. We look forward to working with … Continued
‘In the fourth episode of ‘Insiders and Outliers’, Carlos Hardenberg, founder and portfolio manager of MCP, goes beyond the hype surrounding Gen-AI to explore its potential for delivering sustainable returns and making a truly meaningful impact on our lives. He explains the critical role that emerging markets play in the Gen-AI ecosystem, highlighting various portfolio … Continued
Link: Hydro generation site tour provides invaluable insights | Maple-Brown Abbott Global Listed Infrastructure From Maple-Brown Abbott: ‘Georgia Hall (ESG Analyst) and Amelia Campbell (Analyst) recently attended a site trip to a hydro generation asset owned and operated by Scottish and Southern Energy (SSE). Visiting company management and touring infrastructure assets is crucial for our … Continued
Link: A Surprising Indian Election Result, But What Does it Mean for Investors? | Mobius Capital Partners
Insurance Industry Trends: With 2023 in the Rearview Mirror, Insurers Still Have Plenty of Runway Ahead – Income Research + Management