Jan 18, 2021The world’s centre of gravity moves EastSupported by its booming demographics and propelled by the powerful growth locomotives of China and India, Asia has for 30 years...
Jan 18, 2021As Greece tackles its structural challenges, value investors returnValue investors are returning to Greece, hopeful that if improving macro economic conditions persist, the coming year will prove a major...
Jan 18, 2021QUAERO CAPITAL’s Infrastructure Securities strategy changes benchmarkThe Infrastructure Securities strategy run by QUAERO CAPITAL portfolio manager Mark Ebert has changed its benchmark. In March, the...
Jan 18, 2021Strong Euro supports European markets, but concerns for further currency gainsAfter a strong start in the first quarter of the year, European stock markets have been consolidating but the core holdings of the QUAERO...
Jan 18, 2021Quaero strategy highlights the unexpected pace and impact of radical changeFactory automation, pharmacy and the retail sector are three areas already undergoing fundamental, structural changes from the growing...
Jan 18, 2021European assets buoy Quaero Capital Yield Opportunities strategyQuaero Capital’s Yield Opportunities strategy benefitted from exposure to some European assets over the past month. Exposure to European...
Jan 18, 2021Aubrey Global Conviction fund proves a force in active managementMonthly commentary By Fund manager Andrew Dalrymple, Aubrey Capital Management Ltd The outperformance of Aubrey Capital Management’s £36...
Jan 18, 2021Toll roads and Tunnels headline Quaero Capital’s re-focused Infrastructure strategyQuaero Capital’s recently re-named Infrastructure strategy, refocused from a wider Real Assets mandate, is now entirely concentrated on...
Jan 18, 2021INFRASTRUCTURE UPDATE: Quaero Infrastructure Securities strategy flies with Airport holdingsReturns from Quaero Capital’s Infrastructure Securities strategy have taken off after the manager backed Europe’s outperforming airports....
Jan 18, 2021Manufacturing exporters in Southern Europe deliver for Smaller Companies strategyBy the Quaero Capital European Smaller Companies team. Recovery in southern Europe’s markets and stronger performance by manufacturing...