Link: Trump’s Victory: Uncovering the Silver Linings for Emerging Markets | Mobius Capital Partners

Excellent analysis: US Presidential Election: Much Ado About… Nothing? – Income Research + Management

Link to article: Value’s outperformance is broadening across the world | Lightman Investment Management

Link: Metering the Tolls of Toronto’s 407 Express Toll Route | Maple-Brown Abbott Global Listed Infrastructure

Mobius Capital Partners had their annual Investor Day last week. A recording for those who missed it: https://lnkd.in/ezVyKUwg

https://www.incomeresearch.com/wp-content/uploads/ESG-Monitor-3Q-2024.pdf

Link:  Banca Finnat, nuovo accordo per portare gestori di nicchia in Italia: chi se ne occuperà (citywire.com)

Link: Cautious optimism grows for infrastructure as rate cuts loom – InvestorDaily | InvestorDaily

NEWS! Banca Finnat and Hyde Park Investment International Ltd signed a cooperation agreement this week for Capital Introduction activities in the Italian and Italian-Swiss institutional markets. As before Paolo Ubaldini will carry out and coordinate these activities, alongside the support of salespeople from Banca Finnat’s Institutional Client Services department. We look forward to working with … Continued

‘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