MBA’s Global Listed Infra Fund – Potential Upside with TCFD

  

‘A more accelerated net zero emissions pathway could spell valuation upside for around 50% of companies held in Maple Brown Abbott’s Global Listed Infrastructure strategy.’ Link:https://www.maple-brownabbott.com.au/what-could-net-zero-emissions-mean-for-listed-infrastructure-valuations

IR+M: The Debt Ceiling Risks

  

IR+M’s questions of concern are two-fold: 1) what would be the technical impact of a default on market operations? and 2) what would be the lasting impact on the economy if a ceiling-raising agreement significantly curtails fiscal spending? Link: https://www.incomeresearch.com/time-again-to-think-about-debt-ceiling-risks/

PeakBridge VC at the premier AgriTech conference in Wageningen, NL

  

PeakBridge VC will be in NL at F&A Next, the leading agri-food conference. ‘We are proud to announce our participation at F&A Next, the leading agri-food conference, taking place in Wageningen, the Netherlands. Our entire team, along with some of our portfolio companies and venture partners, will be present at the event. As a #FoodTech VC, we … Continued

Welcome to Paolo Ubaldini- our new Italian colleague

  

Welcome to our new Italian colleague Paolo Ubaldini! Paolo started his career in 1994 joining BNL-BNP, where he became Head of a Private Banking Unit in Lombardy. From 2001 to 2003 he was in charge of institutional business development at Arca SGR. In 2004 he joined Abaxbank (Credem) as Head of Institutional Sales. From 2010 … Continued

TT Environmental Solutions wins Best Thematic ESG Fund again!

  

From TT ‘We are extremely proud that our Environmental Solutions strategy has won the Best ESG Investment Fund: Thematic category at the 2023 ESG Investing Awards for the second year running. As the strategy approaches its 3-year anniversary, we are delighted to receive such prestigious recognition. Now in their fourth year, the ESG Investing Awards … Continued

White paper: Maple-Brown Abbott – Should Private Infra be Pricier than Listed Infra – An Analysis

  

‘We believe investing in infrastructure can provide meaningful benefits to investors. Over the past decade, several structural (higher leverage) and transient factors (rising asset prices and a widening valuation gap) have benefited the performance of unlisted infrastructure relative to listed. It is unlikely these tailwinds will persist indefinitely. In fact, at some point they will … Continued