September saw large cap stocks regaining some ground as the bluechip SMI index advanced 1.4% during the month, outperforming the SPI Extra Index, which fell 2.4%.
The current market environment continues to be characterised by an outperforming pharmaceutical sector and the market’s negative sentiment towards industrial stocks has persisted, though September saw a slight recovery in European “value” investment indices that was largely driven by a rising oil price and a consequent recovery in the energy sector.
In this interview published on Institutional Asset Manager, our fund manager Mark Ebert explains why he currently favours growth stocks in his Infrastructure strategy.
In this interview broadcast on 10 September 2018 on the leading daily Chinese business programme ‘Global Business News’, our CEO Jean Keller shares his thoughts on the opportunities the correction in Chinese equities has created for long term investors, and explains why he thinks the outlook is positive despite trade war concerns.
QUAERO CAPITAL is building on its Environmental, Social and Governance (ESG) capabilities with the hire of specialist ESG analyst Georgina Parker.
Georgina joins from the Swiss sustainable finance consulting firm Conser Invest. She will work with funds across the QUAERO CAPITAL investment department, identifying opportunities to expand and enhance their approaches to responsible investment. She began her career in 2007 as an equity analyst with Bessemer Trust, working in both London and New York.
In this article published in Le Temps on 30 July 2018, our CEO Jean Keller explains how some infrastructure sectors can protect portfolios in case of a trade war.
In this article written for FTSE GM, Mark Ebert explains how the US government’s ambitious plan to overhaul the country’s infrastructure networks over the next decade provides a huge opportunity for investors, but uncertainties abound…
In this interview published in Citywire Selector, Philip Best and Marc Saint John Webb discuss the tricks and pitfalls of investing in European micro-caps.
Major US Infrastructure networks overhaul planned if legislation passes
Infrastructure equities provide proven benefits to investors
Private finance and privatisation likely to be required
Will experienced, foreign operators be able to access the build-out?
The US government’s ambitious plan to overhaul the country’s infrastructure networks over the next decade provide a huge opportunity for investors, but uncertainties abound: how much of the proposed legislative framework will eventually be voted through, how to buy into what assets. and how much access foreign operators will be able to secure.
In this interview published in Fund Selector Asia, our CEO Jean Keller explains how concerns about family-owned companies tend to be distorted and how data shows they outperform their non-family counterparts.
In this video published on Fund Selector Asia, our CEO Jean Keller discusses QUAERO CAPITAL’s value investing strategy that targets family-owned small caps in Europe.
