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.
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.
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.
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Last week the financial sector and the international development sector gathered in Geneva to discuss how asset managers, asset owners and banks can contribute to achieving the UN’s Sustainable Development Goals. Here is why one should resist the temptation of cynicism.
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.
Last month the UN Climate Summit took place in New York, arguably the most significant event for global cooperation on climate change since Paris 2015.
“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’.
QUAERO CAPITAL is one of the official sponsors of the Building Bridges Summit, an exceptional event to be held in Geneva on 10 October that will be the highlight of the Building Bridges Week, a week dedicated to sustainable finance between 7 and 11 October 2019.
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.