In this webinar held on 22 September 2021, after an introduction from Jean-Pierre Petit, President of the Cahiers Verts de l’Economie, Mark Ebert and David Giboudeau provide an outlook on the US infrastructures sector and an update on the fund they manage.
News
QUAERO CAPITAL hires Mark Burges Watson as Head of Institutional for the UK
QUAERO CAPITAL has hired Mark Burges Watson as Head of Institutional for the UK. He will be in charge of promoting QUAERO CAPITAL’s strategies to institutional and wholesale clients in UK market, working in conjunction with Henry Pollard. Prior to joining QUAERO CAPITAL, Mark Burges Watson was CEO & Board Director of Haitong International Securities Group in London.
A Tour of Asia Internet: Topsy-Turvy Valuations Distorted by China Fears
Given a slew of new tech IPOs across the Asian region and the extreme sell-off of China internet names, I got together with a few friends in the tech space across Asia to compare notes. The objective was to find the best opportunities ex-China and see just how cheap China internet is now after a nearly 60% drop in KWEB.
La gestion active pour sauver le climat ?
Cette chronique de Jean Keller est parue dans Le Temps du 16 août 2021. Lire l’article en PDF.
Avec les catastrophes climatiques qui se succèdent, il est clair que notre planète va de plus en plus mal. Face à l’urgence de la situation, la finance se fait plus durable et l’investissement responsable devient progressivement la norme. Mais les investisseurs doivent faire le choix de la gestion active, qui seule peut avoir un réel impact.
Chinese trends and their global influence (Vidéo)
Alice Wang, portfolio manager of our Bamboo and China strategies, talks to PWM’s Yuri Bender about China’s internet crackdowns and opportunities in underplayed sectors such as healthcare and consumer stocks.
China Internet: Hogs or Horses?
The number one rule of doing business in China is that you need to follow the leader. Not anyone, not even Jack Ma, is exempt. This should have been the single clearest message from the Alibaba debacle last year.
WEBINAR QCF (Lux) – Cullen ESG US Value | “UPDATE ON OUR US ESG VALUE STRATEGY”
This content is available only to some investor categories and no profile has yet been defined. Define your investor profile to access this content.
WEBINAR QCF (LUX) – ACCESSIBLE CLEAN ENERGY | “ENTRY POINT IN A LONG-TERM MEGATREND?”
This content is available only to some investor categories and no profile has yet been defined. Define your investor profile to access this content.
WEBINAR QCF (LUX) – ARGONAUT | RESILIENCE, RECOVERY AND GROWTH… BUT STILL “VALUE”
This content is available only to some investor categories and no profile has yet been defined. Define your investor profile to access this content.
WEBINAR QCF (LUX) – TAIKO JAPAN | “CHANGES IN JAPAN’S CORPORATE LANDSCAPE”
This content is available only to some investor categories and no profile has yet been defined. Define your investor profile to access this content.