Link: Hydro generation site tour provides invaluable insights | Maple-Brown Abbott Global Listed Infrastructure From Maple-Brown Abbott: ‘Georgia Hall (ESG Analyst) and Amelia Campbell (Analyst) recently attended a site trip to a hydro generation asset owned and operated by Scottish and Southern Energy (SSE). Visiting company management and touring infrastructure assets is crucial for our … Continued
Link: A Surprising Indian Election Result, But What Does it Mean for Investors? | Mobius Capital Partners
Insurance Industry Trends: With 2023 in the Rearview Mirror, Insurers Still Have Plenty of Runway Ahead – Income Research + Management
From MCP: ‘We are delighted to announce that MCP’s portfolio manager, Carlos Hardenberg, has been awarded an A rating in Citywire’s new investment trust manager list. Carlos’ rating reflects MCP’s hard work in effective stock-selection with down-side risk, and our commitment to maximising shareholder returns. Last month, Citywire expanded their manager rating system to include … Continued
MCP – The Semiconductor Industry
Maple-Brown Abbott’s newest think piece, written by ESG Analyst Georgia Hall, on the huge amount of electricity that is required to power data centres. From PM Steven Kempler ‘..Our portfolio has sizeable allocation to regulated electric utilities where we believe valuations are not yet fully reflecting the underappreciated structural growth tailwinds which could persist for … Continued
MCP The Emerging Markets Consumer
Scott Amyx is the Managing Partner at Astor Perkins, a leader in the sustainability VC industry.