‘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
MOBIUS: Globetrotters on the hunt for profit in high tech discoveries | This is Money
‘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
PeakBridge VC, an Article 9 Agri-Tech Growth Fund 2, establishes an Impact Committee with the objective of ‘aligning financial returns with broader and social environmental objectives’. Details here: PeakBridge VC’s Impact Committee
Link: Investment Week reveals finalists for 25th Investment Company of the Year Awards
AI: with great power comes great responsibility | Maple-Brown Abbott ..’ we expect organisations will need to adopt Responsible AI principles as a discrete component of broader self-regulation frameworks – and ahead of the enactment of regulatory frameworks underpinned by legislation. When we assess companies for inclusion in portfolios, indicators of the maturity of thinking … Continued
(1) Thoughts from the road: AI, data demand and the impacts on digital infrastructure | LinkedIn
By Will Main, MBA’s PM for Asia and Emerging Markets ‘Fundamentally and geopolitically, India is currently in a relatively strong position. But Indian equities look fully priced with little room for disappointment. Meanwhile in China, much of the disappointment with the tepid post-pandemic recovery is reflected in equity valuations. On a risk-reward basis China looks … Continued
‘There is still a wide dispersion across market participants, and even amongst Fed officials, on the future path of rates. While some may make bets on the future path of rates, at IR+M, we prefer to avoid making such predictions and instead, stick to what we feel we do best – diligently scour the fixed … Continued
Link: Globally, Employees Are More Engaged — and More Stressed (gallup.com) ‘Gallup measures and tracks global employee engagement because it has significant linkages to many performance outcomes that organizations care about, including customer loyalty, employee retention and productivity. Gallup has published 10 iterations of its meta-analysis during major changes in the economy and technology. The ties to … Continued