QUAERO CAPITAL heißt Alexandre Renault als Head of Real Estate Asset Management und Margaux Cugura als Real Estate Fund Manager willkommen, um die Entwicklung seines Immobiliengeschäfts zu unterstützen. Die Verwaltungsgesellschaft, die derzeit 3 Milliarden Euro im Auftrag großer europäischer institutioneller Kunden verwaltet, beabsichtigt, ab 2023 neue Fonds aufzulegen, um bis 2025 500 Millionen Euro unter Verwaltung für ihre Immobiliensparte zu erreichen, die bereits über 2 OPPCI (Foncière Quaero I und Educatio, kürzlich als SRI bezeichnet).Mehr lesen
In 2021, the 27 EU member states and the European Parliament agreed to enshrine the goal of carbon neutrality by 2050 in a „climate law“. And this „Green New Deal“ is much more than just wishful thinking, as it not only sets ambitious targets but more importantly provides for massive investments, particularly in infrastructure. So to make the most of it, the biggest winners could be direct investments in infrastructure projects.
During the synchronised sell-off in markets in January – mainly due to massive sector rotation in favour of “value stocks” – clean energy sector stocks suffered. And yet, the transition to clean energy keeps accelerating.
Unlike large caps, where it is difficult to add value and where passive strategies can provide an effective response, for small caps, active management offers a real opportunity to outperform the market by a wide margin. Not to mention its clear benefits in terms of responsible investment and shareholder advocacy.
In our view, the January sell off was “just” a correction and not the beginning of a bear market. So, even if we should not be under the illusion that the market will return to its peak level rapidly, this drop could be considered as a good entry point.