‘With significant potential for geopolitical and economic uncertainty in 2025, defensive essential service assets such as infrastructure are well positioned While inflation is moderating and largely under control, its unpredictability persists. We continue to value embedded inflation pass-through mechanisms in infrastructure, which enhance the resilience of the asset class We maintain a preference for monopolistic … Continued

From ASK Asset & Wealth Management: ‘2024 witnessed strong sector growth and record capital raising in India. What could the improving trends in IT, inflation, and rural incomes mean for key sectors like manufacturing and pharma in 2025?’ Please see ASK January Market Commentary

Press Release HPIIL + TheiaPM Dec 2024 v1

Lightman Investment Management’s latest note ..’begins with an update of our views on sovereign debt. We then set out five potential catalysts for European equities and consider how Trump might actually be bullish for the continent. — Sovereign debt pressures are likely to remain a key theme in markets in the coming years, including in … Continued

‘Sumit Jain, Deputy CIO at ASK Investment Managers, shares his insights on the key factors influencing markets this December. He discusses global trends, the impact of U.S. policies, and developments in Indian markets, including corporate earnings. Watch the full market commentary to know more:’ Link:ASK India December Update

‘Carbon markets are a big topic at #COP29. How do they shape global climate agreements? CEO Carbon Cap Management Michael Azlen gives insights into how his fund invests globally in liquid and regulated carbon markets using exchange-traded futures and options as well as physical carbon allowances. But Azlen is not only passionate about climate change … Continued

Link: A new era for PFAS and water infrastructure investments | Maple-Brown Abbott Global Listed Infrastructure

Link: Trump’s Victory: Uncovering the Silver Linings for Emerging Markets | Mobius Capital Partners

Excellent analysis: US Presidential Election: Much Ado About… Nothing? – Income Research + Management

Link to article: Value’s outperformance is broadening across the world | Lightman Investment Management