PM Steven Kempler of MBA Global Listed Infrastructure Fund interviews the CEO of Vopak in GLIO’s latest issue. Link: MBA Interview Vopak CEO in GLIO

‘While tremendous political, economic, and market uncertainty remains, here are ten reasons investors can take comfort in the bond market to start 2023’: Game of Knowns: The Bond Market in 1H-2023 – Income Research + Management

Link: https://www.incomeresearch.com/wp-content/uploads/2022/12/IRM-Infographic-Carrying-Us-Into-2023.pdf ‘Higher yields should help total returns in 2023. Fixed income investors benefit from higher reinvestment rates, especially those investors with longer time horizons. Coupon income typically more than offsets negative price return, and with rates now much higher, this carry should help protect investors from further downside risks.’

Maple-Brown Abbott’s Global Listed Infra fund enjoying its 10 year anniversary! The Fund recently won Zenith’s Fund Awards – Best GLI in category. The GLI sector is a beneficiary of structural trends: electrification and digitalisation, a shortage of infra, and energy transition.   Press release & outlook: https://www.maple-brownabbott.com.au/global-listed-infrastructure-has-long-runway-for-growth

‘…Ultimately COP27 provided further recognition  of the scale of the challenge facing the international community, with the final text highlighting that a global transition to a low carbon economy is expected to require $4-6 trillion a year. Of course, a challenge of this scale also provides an enviable opportunity for many of the environmental solution providers … Continued

Mike Azlen, CEO and Founder of Carbon Cap Management LLP, made the 2022 Environment+Energy Leader 50 list. Congratulations!! ‘…These individuals are improving their companies’ bottom lines while ensuring the continued transformation into a more resource-efficient, sustainable planet.’   Link: Top 50 Honorees

‘Emerging markets investor Mark Mobius speaks with Atsi Sheth of Moody’s about the risks and opportunities in the current macroeconomic environment, effects of the strong dollar, and the outlook for cryptocurrencies as an asset class’. Link:Mark Mobius in Conversation with Moody’s

Don’t Be Spooked by The Fed – Income Research + Management ‘One thing is for sure, the bond market is hurtling towards the start of a new calendar year with tremendous sensitivity and volatility around this economic uncertainty. Before we conclude that bond performance could be a redux of an extremely painful 2022, we must … Continued

The Mobius Investment Trust team was awarded the Citywire annual Investment Trust Award in the global emerging market equities category for the best three-year performance in their categories to the end of August. Congratulations!

Link: Mark Mobius Warns US Interest Rates Will Hit 9% If Inflation Persists – Bloomberg