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The world’s centre of gravity moves East

Supported by its booming demographics and propelled by the powerful growth locomotives of China and India, Asia has for 30 years...

As Greece tackles its structural challenges, value investors return

Value investors are returning to Greece, hopeful that if improving macro economic conditions persist, the coming year will prove a major...

QUAERO CAPITAL’s Infrastructure Securities strategy changes benchmark

The Infrastructure Securities strategy run by QUAERO CAPITAL portfolio manager Mark Ebert has changed its benchmark. In March, the...

Strong Euro supports European markets, but concerns for further currency gains

After a strong start in the first quarter of the year, European stock markets have been consolidating but the core holdings of the QUAERO...

Quaero strategy highlights the unexpected pace and impact of radical change

Factory automation, pharmacy and the retail sector are three areas already undergoing fundamental, structural changes from the growing...

European assets buoy Quaero Capital Yield Opportunities strategy

Quaero Capital’s Yield Opportunities strategy benefitted from exposure to some European assets over the past month. Exposure to European...

Aubrey Global Conviction fund proves a force in active management

Monthly commentary By Fund manager Andrew Dalrymple, Aubrey Capital Management Ltd The outperformance of Aubrey Capital Management’s £36...

Toll roads and Tunnels headline Quaero Capital’s re-focused Infrastructure strategy

Quaero Capital’s recently re-named Infrastructure strategy, refocused from a wider Real Assets mandate, is now entirely concentrated on...

INFRASTRUCTURE UPDATE: Quaero Infrastructure Securities strategy flies with Airport holdings

Returns from Quaero Capital’s Infrastructure Securities strategy have taken off after the manager backed Europe’s outperforming airports....

Manufacturing exporters in Southern Europe deliver for Smaller Companies strategy

By the Quaero Capital European Smaller Companies team. Recovery in southern Europe’s markets and stronger performance by manufacturing...