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...
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Financial Services Bill - Brought from the Commons on 14th January 2021
Jan 18, 2021
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...
Jan 18, 2021
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...
Jan 18, 2021
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...
Jan 18, 2021
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...
Jan 18, 2021
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...
Jan 18, 2021
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...
Jan 18, 2021
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...
Jan 18, 2021
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....
Jan 18, 2021
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...
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