‘Transparency and accountability have never been more important at a time of silent backtracking and the misrepresentation of facts. Our Responsible Investment Report (2024) provides more detail than ever and is dedicated wholly to one (yes, only one) investment strategy! 💡 We continue to see valuation upside from the energy transition and associated decarbonisation. ⚡ … Continued

‘We believe that listed infrastructure deserves a place in an investor’s strategic asset allocation. The characteristics of the asset class including inflation linkage, income, lower volatility and defensiveness make a compelling case. Find out more about the Maple-Brown Abbott Global Listed Infrastructure approach and why we believe ESG is such an important investment consideration in … Continued

‘South Korea’s democracy was tested after President Yoon Suk Yeol attempted to impose martial law in December. However, swift institutional action leading to his impeachment showed that the country’s democratic checks and balances are robust. Korea now heads to a snap election tomorrow. Read our latest blog post ‘Understanding South Korea’s Current Political Environment’ to … Continued

Quaestio Capital Management tops the “medium range” bucket with 6 consistent funds out of 11 (54.6%), the highest incidence in its group. This measures an asset manager’s “Consistency” by counting the funds that earn the Consistency Rating and dividing them by the total funds registered for sale. The Consistency Rating is a purely quantitative badge … Continued

‘What’s next for global investment? Carlos Hardenberg breaks down key trends speaking to ET EDGE INSIGHTS. Carlos discusses the rising global market volatility driven by Donald Trump’s aggressive trade stance, explores the far-reaching impact of tariffs, the evolving role of emerging markets, and whether the world is truly entering a new era of global trade. … Continued

‘India’s power grid is undergoing a green transformation, driven by strong policy support to meet its net-zero emissions target by 2070. Installed renewable energy capacity has increased five-fold over the past decade and is projected to account for 45% of total installed capacity by 2030.’ Read more in the latest Access India Equity Insights report … Continued

‘Vinay Jaising, CIO & Head – Equity Advisory at ASK Private Wealth, outlines India’s equity outlook in an ET Markets feature. He discusses how domestic macro challenges are being actively addressed, even as global risks remain in focus.’   Read the full article: https://bit.ly/4lsc62N

‘Donald Trump’s long anticipated tariff offensive was finally revealed yesterday on what he refers to as ‘Liberation Day’. We have mapped out the new tariffs impacting the EM countries where MCP is currently invested. So far, these new tariffs have not significantly changed our outlook as the overall exposure of our holdings that export directly … Continued

‘In moments of high volatility it can be helpful to assess markets using a long-term perspective. In our latest note we look at the long-term case for European equities compared to US equities in absolute and relative terms. The recent tariff announcements appear to reflect a longer-run trend, which is the accelerating reversal of globalisation. … Continued

From Steven Kempler, Co-Founder and Pm of MBA’s Global Listed Infra fund: ‘As mentioned in the discussion piece by colleague Amelia Campbell, CFA, our portfolio holding Severn Trent is targeting asset base growth of more than 10% p.a. through 2030. Water remains a precious resource and this significant infrastucture investment is needed not only to … Continued