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
From Founder and CEO Mike Azlen: ‘I am very pleased to share that the World Carbon Fund has hit a key milestone of $300 million in assets under management. The fund has generated strong performance and a low correlation over its nearly 4 year track record. The fund holds Article 9 Status under the European … Continued
‘Current Intermediate Credit spread levels offer an attractive entry point. Historically, starting spreads of 200bps and 110bps or greater for Long Credit and Intermediate Credit, respectively, have – on average – resulted in a positive 12-month forward excess return. Conversely, spreads below those levels have typically resulted in a negative excess return. With current Intermediate Credit … Continued
‘If we want to get practical and realistic about sustainability and our collective future, we have to talk about food security. Tackling it requires forward thinking, expertise, and well-crafted strategy. No better place to do that right now than World-Agri Tech Dubai, in a region both in need of solutions and leading the way in … Continued
‘The evidence is clear that government expenditures to protect our wetlands has a significantly positive return through multiple pathways including the sequestration of carbon. Given that nature based sequestration is part of the “fast carbon cycle”(20 to 100 year seqestration), it is less compatible with a carbon offset since actual CO2 emissions have a much … Continued