QUAERO CAPITAL launches Net Zero Emissions fund

QUAERO CAPITAL has launched Quaero Capital Funds (Lux) – Net Zero Emission, a new UCITS fund invested in companies whose services, products or technologies contribute to the transition to a carbon-free economy. The strategy selects current and future leaders in the field of energy and ecological transition, as well as the circular economy, from around the world and across different sectors. In addition to energy, the fund managers Olivier Ken and Martina Turner also focus on food, textiles, heavy industry, transport, urban planning and the entire supply chain.

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What is the outlook for listed infrastructure?

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.

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A Rollercoaster Year

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.

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India and China, What Next?

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.

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