MCP – The Semiconductor Industry

Maple-Brown Abbott’s newest think piece, written by ESG Analyst Georgia Hall, on the huge amount of electricity that is required to power data centres. From PM Steven Kempler ‘..Our portfolio has sizeable allocation to regulated electric utilities where we believe valuations are not yet fully reflecting the underappreciated structural growth tailwinds which could persist for … Continued

MCP The Emerging Markets Consumer

Scott Amyx is the Managing Partner at Astor Perkins, a leader in the sustainability VC industry.  

‘..Thanks to constant analysis and innovation, dynamic management and strict volatility control, Quaestio’s Multi Asset philosophy has outperformed traditional asset management on the market over the last 4 years.

Link: MCP Episode 2 – Decoding the Semiconductor  Industry *Available on Spotify, Apple Podcasts or Soundcloud

‘”In terms of economic costs alone, it is cheaper to reduce emissions than to deal with their impacts” ..Founder and CEO, Michael Azlen, recently presented at FERI’s 12th Hedge Fund Investor Day, where he highlighted the potential rewards from finding sustainable return sources within carbon emissions, and why climate change should be at the forefront … Continued

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