‘Current Intermediate Credit spread levels offer an attractive entry point. Historically, starting spreads of 200bps and 110bps or greater for Long Credit and Intermediate Credit, respectively, have – on average – resulted in a positive 12-month forward excess return. Conversely, spreads below those levels have typically resulted in a negative excess return. With current Intermediate Credit … Continued

‘If we want to get practical and realistic about sustainability and our collective future, we have to talk about food security. Tackling it requires forward thinking, expertise, and well-crafted strategy. No better place to do that right now than World-Agri Tech Dubai, in a region both in need of solutions and leading the way in … Continued

‘The evidence is clear that government expenditures to protect our wetlands has a significantly positive return through multiple pathways including the sequestration of carbon. Given that nature based sequestration is part of the “fast carbon cycle”(20 to 100 year seqestration), it is less compatible with a carbon offset since actual CO2 emissions have a much … Continued

‘Since launch the trust, which invests largely in medium-sized technology companies across emerging markets, has delivered shareholder returns of 23%, tripling the MSCI EM benchmark index’s 9%. Shares were trading at 122p on Friday, or a 12% discount to the latest net asset value of 141.3p per share.’ Link: Mobius: Gearing a possibility after strong … Continued

‘The Mobius Investment Trust and Mobius Emerging Markets reached their five year track records with significant outperformance in the same week. MCP’s founding partners Mark Mobius and Carlos Hardenberg looked back on five extraordinary years since the strategy’s inception and provided an update on the portfolio, performance and strategy, as well as an outlook for … Continued

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