We have seen two major steps in the European regulation intended to promote sustainable investment and prevent greenwashing. None has been without controversy and concerns but it continues to move the industry in Europe ahead at a faster pace than elsewhere.
Infrastructure companies face several significant external risks at present, including mounting inflation, higher interest rates, elevated energy prices, labour shortages, government intervention to control energy prices, natural gas and energy shortages, shortages of critical renewables components, Russian sanctions and supply chain failures. Not to mention COVID.
Market commentators have spent a lot of time in recent months on the relative merits of “value” and “growth” styles of investing. As readers will know, we are firmly in the “value” camp, but it is important to define what this actually means.Read more
As we are coming out of the summer holiday season, it is worth pondering over what has been one of the most complex investment environments for a long time. Between the concern over economic growth, a resurgence of inflation and an extraordinarily tense geopolitical situation, there has been very little space to hide in financial markets.
First leg of the stealth bull market in Japanese equities is now firmly established and now there are indications of the catalyst for the second leg of the bull market for 2023 and onwards.
We are nearing the end of 2022 and China and India are trading at opposite valuation levels — China is trading at 5-year lows whereas India has staged a spectacular recovery from June lows to be one of the best performing markets YTD.
The Inflation Reduction Act (IRA) was signed in law by President Biden on 16 August 2022 after House Democrats approved the biggest-ever federal investment against climate change with a 220 to 207 vote.
The Inflation Reduction Act (IRA) was signed in law by President Biden on 16 August 2022 after House Democrats approved the biggest-ever federal investment against climate change with a 220 to 207 vote. The package targets USD 369bn of spending on energy and climate change. To illustrate the monumental size, some are pointing out the spending will be four times more than Obama’s Recovery Act of 2009 for climate initiatives. The impact will be far-reaching – even pushing some technologies, in our view, past tipping points. The legislation aims to cut emissions by at least 40% by 2030.
QUAERO CAPITAL has appointed Claudia Eftimie as Head of Business Development for German-speaking Switzerland. She will be responsible for promoting QUAERO CAPITAL’s strategies to institutional clients and professional intermediaries in German-speaking Switzerland and Liechtenstein. Before joining QUAERO CAPITAL, Claudia Eftimie was Senior Sales Switzerland at ODDO BHF Asset Management.
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