The dash for gas

As opposed to oil or other carbon-based energy sources, natural gas, in its basic form, is not easily transportable. This is problematic as the largest producing countries of oil and gas historically tend not to be the major users of these products. This is especially true for Europe, most of Asian countries, and up until recently, the United States.

Read more

QUAERO CAPITAL strengthens its real estate division with the arrival of Alexandre Renault as Head of Asset Management and Margaux Cugura as Fund Manager

QUAERO CAPITAL welcomes Alexandre Renault as Head of Real Estate Asset Management and Margaux Cugura as Real Estate Fund Manager to support the development of its real estate business. The asset manager, which currently manages EUR 3 billion on behalf of major European institutional clients, aims to create new funds from 2023 in order to reach EUR 500 million under management by 2025 for its Real Estate division, which already has two OPPCIs (Foncière Quaero I and Educatio, which recently received ISR certification).

Read more

Proxy voting season

We are in the middle of the AGM season for most markets and seeing increasing ballots related to environmental and social issues. AGMs represent a very valuable opportunity for investors to challenge the board of directors, as well as use their votes to vote against weak governance structures. As the sustainable investment focus continues to grow, stewardship has become more and more important.

Read more

An end to the rise in US long-term rates?

The bond correction that followed the deflationary shock of the 1st wave of COVID started in the summer of 2020 and has continued almost steadily until now. The yield on the 10-year T-Note has thus risen from just over 0.50% in August 2020 to over 3.00% recently (with a sharp acceleration between early March and late April).

Read more

Turbulent times ahead

2022 currently feels like a perfect storm: lingering COVID, war in Ukraine, the return of inflation, recession. There have been very little places to hide as markets are absorbing the daily grind of bad news.

Read more

QUAERO CAPITAL appoints Michel Reboh as Head of Business Development for Italy and Ticino

Geneva-based specialist asset manager QUAERO CAPITAL has hired Michel Reboh as Head of Business Development for Italy and Ticino. He will be responsible for promoting QUAERO CAPITAL’s strategies in these markets to institutional clients and professional intermediaries. Before joining QUAERO CAPITAL, Michel Reboh was Senior Business Developer at SYZ Asset Management.

Read more