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Accessible Clean Energy – Les Enjeux Clés pour Investir dans l’Energie Propre en 2020
News
Current Market Views
Investment Update
We would like to keep you up to date with our thinking in this period of extreme volatility and give you a quick update on our funds at QUAERO CAPITAL. In the fog of war, it is extremely hazardous to make any prediction and invariably, these tend to be highly contextual or misguided in a shock such as the one we have experienced this quarter.
We can however make a number of observations that we hope will be useful to our clients.
Accessible Clean Energy wins Gold in the Fund Selector Asia Awards Singapore 2020
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A growth DNA boosted by quality companies
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Les antennes et le cloud profitent aux infrastructures cotées
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La stratégie Accessible Clean Energy a le vent en poupe
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View from the fund manager – Sector update and portfolio positioning
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Infrastructure demonstrates its defensive ability
Performance
The strategy has now been running for 77 months. November provided some breathing space to markets after a very challenging October. The strategy rebounded, up 1.7% for the month, in-line with US stocks, but well ahead of the Eurostoxx 50 which was down 0.8% for the month. The S&P Global Infrastructure Index, the Infrastructure ETF’s and the major competitors all performed similarly to the strategy, gaining around 1.5%. Investment grade bonds were up 0.5%, and interest rate sensitive stocks gained, with the iShares International REIT ETF up 3.2% and the Dow Jones Total Market Utilities Index up 3.3%. Year to date, the strategy is down -2.6%, whilst the average of the 7 largest competitors is -6.7%, the S&P Infrastructure index is -10%, the Stoxx50 is -9.4%, the S&P 500 is up 2.7% and the MSCI World LC is -2.3%.
Infrastructure strategy: focus on growth stocks – Interview with Mark Ebert
In this interview published on Institutional Asset Manager, our fund manager Mark Ebert explains why he currently favours growth stocks in his Infrastructure strategy.
Massive US infrastructure overhaul plan provides huge investment opportunities
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…