‘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

From MCP: ‘We are delighted to announce that MCP’s portfolio manager, Carlos Hardenberg, has been awarded an A rating in Citywire’s new investment trust manager list. Carlos’ rating reflects MCP’s hard work in effective stock-selection with down-side risk, and our commitment to maximising shareholder returns. Last month, Citywire expanded their manager rating system to include … Continued

MCP – The Semiconductor Industry

Maple-Brown Abbott’s newest think piece, written by ESG Analyst Georgia Hall, on the huge amount of electricity that is required to power data centres. From PM Steven Kempler ‘..Our portfolio has sizeable allocation to regulated electric utilities where we believe valuations are not yet fully reflecting the underappreciated structural growth tailwinds which could persist for … Continued

MCP The Emerging Markets Consumer