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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WEBINAR | Clean energy sector strategy: Crises create opportunities
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WEBINAR | Infrastructure sector strategy: The outlook for quoted communications infrastructure
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ESG: SFDR Regulation Level 2 is coming
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.
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.
Back to the Future – the Return to Fundamentals?
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
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.
Japan: the second leg of the bull market takes shape in 2023
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.
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.
The Inflation Reduction Act – a USD 369bn bill for the climate
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.