South Korea’s Value Up Initiative; Can the Country Follow in Japan’s Footsteps? | Mobius Capital Partners

FT article on Carbon markets

https://ausbiz.com.au/media/how-elections-in-2024-can-impact-your-investments?videoId=34210

‘Francesco Rossi joins the Multi Asset Team as Senior Portfolio Manager, reporting to Christian Prinoth, Chief Investment Officer; Alberto Biscaro joins the Credit Team led by Federico Valesi, as Senior Portfolio Manager and Michele Romano joins as Senior Portfolio Manager Private Asset reporting to Alessandro Potestà, Chief Executive Officer and Head of Private Assets. The expansion of the Investment Teams is part of Quaestio SGR’s new development … Continued

Mobius Capital Partners launches a new podcast called ‘Insiders and Outliers – MCP on Emerging Markets’. Monthly episodes will provide insights into PM Carlos von Hardenberg’s opinions across emerging markets. First episode on Taiwan! Link Mobius Podcast Series

“High conviction positions, analytical skills, disciplined approach to risk management and opportunism are the ingredients that can create #valore in the European #highyield market, essential to implement a real #GestioneAttiva.” Federico Valesi, CFA Head of Credit at Quaestio Capital SGR will be present at the first RankiaPro Italia #FundExperience in Milan on February 28th and 29th to explore the opportunities of the European … Continued

‘Since our launch in 2018, MCP has weathered a pandemic, geopolitical turbulence and economic shocks. Our strategic choices, based on a rigorous focus on quality, careful selection of management teams and business models, and a vigilant awareness of macroeconomic and company-specific risks, have steered us through these turbulent waters. We avoided investing in Russia and … Continued

From Maple-Brown Abbott: ‘We believe falling real yields and a slowing global economy should benefit defensive essential service assets like listed infrastructure. In this four minute read our senior portfolio managers lay out their thoughts on the prospects for global listed infrastructure in 2024.’ Link: Positive signs for global listed infrastructure in 2024 | Maple-Brown … Continued

‘In Global Listed Infrastructure, active engagement is an important pillar of our overall strategy to mitigate ESG risks and enhance value for investors. Through constructive dialogue we believe we can influence positive outcomes and enhance the sustainability of our clients’ returns. We also see engagement with companies as a powerful tool to uncover ESG risks … Continued

‘At IR+M, we believe that today’s market environment is providing a unique opportunity to enhance the approach to cash. Strategically extending duration and adding sector diversification beyond a money market fund can provide upside potential while still protecting principal and providing liquidity.’ You can access the infographic ⁠here: https://lnkd.in/efBvHbnr