World Carbon Fund hits $300m AUM!

  

From Founder and CEO Mike Azlen: ‘I am very pleased to share that the World Carbon Fund has hit a key milestone of $300 million in assets under management. The fund has generated strong performance and a low correlation over its nearly 4 year track record. The fund holds Article 9 Status under the European … Continued

Income Research + Management: Current Intermediate Credit spread levels offer an attractive entry point

  

‘Current Intermediate Credit spread levels offer an attractive entry point. Historically, starting spreads of 200bps and 110bps or greater for Long Credit and Intermediate Credit, respectively, have – on average – resulted in a positive 12-month forward excess return. Conversely, spreads below those levels have typically resulted in a negative excess return. With current Intermediate Credit … Continued

PeakBridge VC at World Agri-Tech Dubai talking food security, and agri-tech

  

‘If we want to get practical and realistic about sustainability and our collective future, we have to talk about food security. Tackling it requires forward thinking, expertise, and well-crafted strategy. No better place to do that right now than World-Agri Tech Dubai, in a region both in need of solutions and leading the way in … Continued

Carbon Cap Management: Nature-based sequestration alone cannot offset all carbon – regulation & subsidy is needed too

  

‘The evidence is clear that government expenditures to protect our wetlands has a significantly positive return through multiple pathways including the sequestration of carbon. Given that nature based sequestration is part of the “fast carbon cycle”(20 to 100 year seqestration), it is less compatible with a carbon offset since actual CO2 emissions have a much … Continued

Mobius Capital Partners in Citywire: Shareholder returns are triple the benchmark!

  

‘Since launch the trust, which invests largely in medium-sized technology companies across emerging markets, has delivered shareholder returns of 23%, tripling the MSCI EM benchmark index’s 9%. Shares were trading at 122p on Friday, or a 12% discount to the latest net asset value of 141.3p per share.’ Link: Mobius: Gearing a possibility after strong … Continued

Mobius 5 Year Anniversary – Investment Day & Recording

  

‘The Mobius Investment Trust and Mobius Emerging Markets reached their five year track records with significant outperformance in the same week. MCP’s founding partners Mark Mobius and Carlos Hardenberg looked back on five extraordinary years since the strategy’s inception and provided an update on the portfolio, performance and strategy, as well as an outlook for … Continued

SUMA Capital in Partnership with Nippon Gases

  

‘SUMA Capital announces a new partnership with Nippon Gases, one of Europe’s leading medical and industrial companies, to develop biomethane projects, and contribute to the energy transition and decarbonisation in Spain’. Link: SUMA Capital Partnership with Nippon Gases

IR+M: US Convertibles Issuance

  

‘In 2023, investment-grade (IG) issuers have represented 34% of total issuance – a new record – with the first IG utility convert in nearly twenty years.’ For more please see: IRM and US Convertibles Issuance