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Insights
At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products.
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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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Showing 1 to 25 of 25 results.
The fund’s investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. these assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. within this space, we s...
listed infrastructure gave up ground during the march quarter. rising geopolitical tension, regulatory headwinds and higher bond yields weighed on most infrastructure sectors.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility.
Responsible listed infrastructure interview - square mile and rebecca myatt
The global emerging markets sustainability all-cap strategy invests in 25-60 high-quality emerging markets companies that we consider to be particularly well positioned to contribute to, and benefit from, sustainable development.
Global listed infrastructure fell in the september quarter as market expectations that interest rates were likely to remain “higher for longer” were priced into valuations.
infrastructure and utilities are at the epicentre of global efforts to reduce carbon emissions. allocating capital appropriately within this space can effect meaningful change in working towards a two degree scenario.
Global listed infrastructure dipped in the june quarter as investors focused on higher beta segments of the market.
A growing consensus that interest rate cuts were likely in 2024 drove a strong quarter for global listed infrastructure, with gains for every infrastructure sector and region.
Global listed infrastructure outperformed global equities and global bonds in 2018.
The past decade has witnessed the birth of a new asset class: global listed infrastructure securities (glis). while investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities was develo...
fund reporting
Global listed infrastructure gained in april, supported by robust earnings growth and a healthy economic backdrop. the fund’s benchmark, the ftse global core infrastructure 50/50 index, rose +3.8%, while global equities1 ended the month +3.0% higher.
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. relative valuations are now at compelling levels. infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growt...
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. both interest rates and inflation have risen sharply. there is a growing consensus that much of the world will shortly be experiencing slowing economic growth. understandably, investor...
We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
Leading global investment manager, First State Investments today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG), for US$2.7 billion.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
It was John Templeton who famously skewered that old bull market hubris: “It’s different this time,” as the four most expensive words in the history of investment.
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of mark...
The slow pace of change in Japan and the meagre improvements made so far have been a difficult pill to swallow for Abenomics supporters.
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — espe...
FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities
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