Maximilian Monteleone

‘Mako Macro’ launches on trademakers - https://lnkd.in/eiRHkTKH - JP Fund Services, the Swiss investment advisors, have launched a new Macro investment strategy here on trademakers - the fractionalised investment platform... - foreign exchange,fractionalised investments,FX,Mako Macro

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Why are hedge funds often seen as a source of innovation in asset management? In our video, Roger Hilty, Partner at LGT Capital Partners, looks at the current market environment and explains how hedge funds can generate alpha. #lgtcapitalpartners #lgtcp #diversifyingstrategies #hedgefunds #innovation

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A little scoop. Schroders has informed clients it will be adding a 'Sustainable Focus' label to a £1bn fund. After much hand-wringing from asset managers, more are announcing these labels. The message to fund distribution is these labels will matter and if you don't get one for your fund it may well lose out. #distribution #assetmanagement #citywireselector #ESG #FCA #sustainableinvesting https://lnkd.in/eMHdpueW

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Murad Nuriyev, Amundi is sharing his paper on the market valuations of climate innovation 🌱 They rely on the granularity of patent data and are looking at the relationship between Tobin's Q and firms' stock of patents in different categories of climate technologies. #QuantMinds #climateinnovation #climatetechnologies #marketvaluations

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The latest monthly report from Phenix Capital Group shows growth of more than 10% in both the number of infrastructure impact funds on its database and the amount of capital raised by them over the last year, writes Ian Lewis. #impactinvesting #infrastructure #realassets https://lnkd.in/ewzizs_U

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The transition to net zero is well underway, but it won’t be a smooth path and getting there will pose significant risks for investors. These are the conclusions of a new report by Pictet Asset Management and the Institute of International Finance. Watch highlights from the webinar in the link provided. Peter Cashion, CFA, Managing investment director, sustainable investing, CalPERS Yuko Takano, Senior investment manager, specialist equities, Pictet Asset Management Emre Tiftik, Director, sustainability research, global policy initiatives, Institute of International Finance https://lnkd.in/gSnU3NVf

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This week's edition of the #SSA roundup: Are you ready for digital Gilts? As UK chancellor Rt Hon Rachel Reeves revealed a the plan to develop the distributed ledger technology (DLT) #bondmarket in the UK, we spoke to Matteo Sbraga and Paul Landless at Clifford Chance, Bryony Widdup from Hogan Lovells, Richard Fenner of Euroclear and others about how digital #Gilts could learn from ECB Trials and help London grow as a DLT bond centre https://lnkd.in/etRz_BzK We also looked into the encouraging signs in the #euro SSA market after a turbulent few weeks for spreads, and what to expect next week – with the final large euro benchmark set to be priced then — and in the weeks heading into January. DCM and syndicate bankers, and Florian Eichert from Crédit Agricole CIB, offered their thoughts https://lnkd.in/eB8x9zTR Aurelia Gerber MBA, CFA from EUROFIMA shared the highlights from the issuer’s market reopening €500m green trade this week, and how the issuer braved a volatile backdrop while managing to compress its spread versus its peers https://lnkd.in/enn_UHPx KommuneKredit’s Daniel Mertz Aagaard talked us through how the issuer managed to capitalise on opportunities in the sterling market with its second largest print in the currency https://lnkd.in/emC2EGdG  

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Pension fund allocations to the UK are dwindling, but David Beggs, CFA, Sanford DeLand Asset Management, says Labour could reinvigorate domestic investment https://lnkd.in/dhmPKZTq #pensionfund #ukpensions #assetmanagement #ukequities

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Uncover the inner workings of Quest, Pictet Asset Management's quantitative team. Explore their philosophy, background, and cutting-edge research aimed at generating sustainable returns: https://lnkd.in/dVxBPJep #Pictet #AssetManagement #Tech #Data

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Marketing Communication. Capital at risk. For professional investors only. Emerging markets have a growing appetite for reform. Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf in Portfolio Adviser https://arte.fund/jf3ocy #emergingmarkets #equities #investing

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#InTheNasdaq: AI and Energy Transition are leading the charge in investment themes, according to Marc-Olivier Buffle, Head of Research for Thematic Equities at Pictet Asset Management! In an insightful conversation with InvestmentNews anchor Gregg Greenberg, Buffle highlights the significant impact of AI and robotics, alongside the urgent shift toward sustainable energy solutions. Discover how these themes are shaping the future of investing and why they’re essential for navigating today’s market landscape. https://hubs.la/Q02Tlxpw0

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Guarantees demonstrably catalyse private capital mobilisation in emerging markets projects. So why do MDBs use them so sparingly? The problem is institutional incompatibility. In this feature, Clara Oliver-Amorim discusses the limited role of development guarantees in blended finance, despite their historical use and recent reforms by The World Bank Group to simplify and improve access. Challenges like complexity and limited risk coverage are highlighted, along with the success of entities like MIGA and new initiatives aimed at improving guarantee effectiveness for climate projects and local currency financing. Read the full feature here: https://lnkd.in/di5H6pKH #Proximo #DevelopmentFinance #BlendedFinance #ClimateFinance #SustainableFinance

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Guarantees demonstrably catalyse private capital mobilisation in emerging markets projects. So why do MDBs use them so sparingly? The problem is institutional incompatibility. In this feature, Clara Oliver-Amorim discusses the limited role of development guarantees in blended finance, despite their historical use and recent reforms by The World Bank Group to simplify and improve access. Challenges like complexity and limited risk coverage are highlighted, along with the success of entities like MIGA and new initiatives aimed at improving guarantee effectiveness for climate projects and local currency financing. Read the full feature here: https://lnkd.in/dji_hNp8 #Uxolo #DevelopmentFinance #BlendedFinance #ClimateFinance #SustainableFinance

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#Schroders Head of #FixedIncome Kellie Wood features in this Adviser Voice article, talking about the opportunities in Fixed income. For investors seeking stability and income, the expected moderation in inflation may work in their favour. Read more here: https://okt.to/jXlJYn #investing

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