‘Emerging Markets are in better shape than you think’ by Ruchir Sharma, Chair of Rockefeller International
Link: https://on.ft.com/3bN0ng1
Link: https://on.ft.com/3bN0ng1
A report by Rethink Energy believes that Hydrogen fuel cells will dominate heavy-duty vehicles by 2050. Link: https://ryzehydrogen.com/2022/06/28/hydrogen-a-slam-dunk-for-heavy-duty-transport-over-batteries/
IR+M believes the current environment presents investment opportunities for insurers to improve portfolio quality and book yield. Through their experience managing high-quality fixed income portfolios and partnering with insurance clients, they believe they are well-positioned to help fulfil investment needs across a variety of rate and spread environments, while optimizing book yield and limiting financial … Continued
Rockefeller Asset Management’s Engaging Ideas feature invited Mark Spalding, President of the Ocean Foundation, to discuss investment opportunities in the blue economy. https://rcm.rockco.com/insights_item/engaging-ideas-investment-opportunities-in-the-blue-economy/
Winners of WealthBriefing Wealth for Good Awards 2022, in the following categories: 1. Best ESG Fund Performance – UK – Carbon Cap Management LLP 2. Best ESG Hedge Fund – UK – Carbon Cap Management LLP More details here: https://lnkd.in/eF54CdPr
Instead of ‘predicting interest rates… and making bets on the direction, magnitude, and timing of rates, implementing Liability Driven Investing (LDI) may be the more careful action to take. IR+M can partner with you to create a dynamic LDI strategy that works for your needs and schedule. We welcome the opportunity to help increase the … Continued
From Rockefeller Capital Management’s Engaging Ideas: https://rcm.rockco.com/insights_item/engaging-ideas-acceleration-of-decarbonization-driven-by-the-war-in-ukraine/
Seaweed used as a carbon sink? ‘Whilst Ocean 14 Capital is certainly looking at this as an investment theme, for example as a bio-stimulant or protein source, from a carbon sequestration point of view we are still looking at the science and numbers of the life cycle of seaweed to understand whether or not it might … Continued
‘A highly concentrated emerging markets fund that has a differentiated portfolio of small- and medium-sized companies..’ Link: Investor’s Chronicle on Mobius Capital Partners