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

PeakBridge VC establishes Impact Committee

  

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

Maple-Brown Abbott – AI Risks & Opportunities, an ESG framework

  

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

Maple-Brown Abbott: India vs China on a risk-reward basis

  

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

IR+M on the Dispersion on the Future Path of Rates

  

‘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

Mobius Capital Partners: The Economic Case for a Strong Company Culture, from a Gallup Study

  

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