Greta ne peut pas rester passive !

QUAERO Capital - Word from the CEO
Photo: DR

Cette chronique de notre CEO Jean Keller a été publiée dans Le Temps du 18 novembre 2019. Lire l’article.

La gestion passive est partout. Mais son poids grandissant a des conséquences négatives insoupçonnées et elle atteint clairement ses limites lorsqu’elle s’attaque à l’investissement responsable.

Read more

Brexit Blues

Ever since the referendum in 2016, there has been an increasingly depressing dialogue of the deaf over what is undoubtedly the defining socio-economic issue of the century for the UK. We have substituted reasoned argument over the pros and cons of belonging to the European club with rants over ‘the will of the people’, what the Germans did to the grandfathers of the present-day European Research Group (ERG) and a wholesale dismissal of ‘experts’ and ‘elites’ – after all, what do they know? Any debate about our future in or out of Europe must start with the current state of the economy – not a bald GDP number, but an analysis of what we do well and what we don’t.  This is an attempt to put some context into the debate.

Read more

Cullen’s investment principles

We are partnering with Cullen Capital Management, a leading value asset manager based in New York, to launch our new ESG US Value equities strategy.

In this video, Jim Cullen, Founder and CEO of Cullen Capital Management, gives an overview of the company and its history, and explains its two founding principles : buying stocks at a low price and investing over the long term.

PRI in Person event

Last month, the Quaero Capital ESG team attended the annual PRI event, this year held in Paris. The event was the largest responsible investment conference ever held, with over 1600 attendees from the industry.

Read more

Flight Shame

“Flygskam”, a new expression in Swedish, refers to the movement that originated in Sweden last year. It literally translates as ‘flight shame’ and is used to encourage people to shift towards more sustainable transportation options. It’s also given birth to another concept – ‘tagskryt’ or ‘train brag’.

Read more

Rule, Moneta! Moneta, rule the waves!

Greece and Iceland’s recent economic histories offer an interesting case for a comparative study. Highlighting the danger of running a large current account deficit, their experience can also be a guide for the future of the British economy and currency.

Read more