Brady Naidoo’s Post

Good analysis. Next step will be the return of consumer confidence when the real estate market is stabilised.

Our Head of Private Markets Sandra Lee in conversation at the 2024 Fiduciary Investors Symposium. She spoke about our US$400 million commitment to the Macquarie Green Energy and Climate Opportunities Fund. You can find a link to the full article available in the comments below.    #UniSuper #Superannuation #Investment #ThinkGreat #CreateGreat

In the news this week, China kicks off its $140 billion debt sale. Pictet Asset Management Senior Portfolio Manager Sabrina Jacobs, comments on how these measures will support the property sector as well as near-term Chinese credits in both offshore and onshore markets. #Pictet #ChineseCredits #InTheNews #PictetAssetManagement

🦁 I rewatched The Lion King with my sons the other day… the stampede scene in which Mufasa dies (SPOILER ALERT) brought back some nasty memories… not all were from watching the film as a child… 🤕 Being an equity investor benchmarked to the global index who isn’t max long NVIDIA / Microsoft / AN Other AI-theme winner or Eaton Corp / Quanta Services / AN Other “electrification of everything”-theme winner has recently been a similar experience to Mufasa’s encounter with the wildebeest, or how I imagine it felt to be an Englishman at the bottom of a ruck playing rugby vs France in the 80s … ⚠️ Chasing “thematic purity” without understanding the growth expectations embedded in the price you’re paying is a risky strategy, but one we think many are still following. History teaches us some of the current darlings may continue to be winners, many more will not! Our pain has been relative and survivable, the fallout we envisage would be absolute and deadly for those caught when the herd changes direction. 📈 While the thematic herd has done its best to trample on our shorter-term relative returns, the Global Sustainable Opportunities strategy’s since inception returns remain comfortably ahead of global benchmarks. This has been delivered with a disciplined approach to valuation, helping us avoid the worst of market drawdowns. ✅ We continue to exploit good opportunities, across a range of business models and end markets, to invest in companies where we have conviction that positive change is underappreciated and future value creation is mispriced. Click on the link below 👇🏼 to read more! Capital at Risk | For Professional Investors only #globalequities #valueinvesting #sustainableinvesting

🚀 Exciting developments in the carbon market! The Australian Securities Exchange (ASX) is launching futures contracts for Australian and New Zealand carbon credits, aiming to improve market access and liquidity. This move will allow more participants to engage in the market and provide entities with compliance obligations new opportunities for hedging and risk management. By enhancing price discovery and transparency, these contracts should create a more robust and transparent carbon market. This will: ➡ Provide more access and broaden participation. New market participants, including project developers, funds, and banks, will be able to engage in carbon credit trading. ➡ Create hedging opportunities. Entities with compliance obligations will be able to better manage price risks and liabilities. ➡ Improve liquidity by attracting higher trading volumes and supporting clearing participants. #Sustainability #CarbonCredits #ASX #ClimateAction #VCM

The Scottish Oriental Smaller Companies Trust Plc amends performance fee structure. Scottish Oriental Smaller Companies’ board (SST) has agreed with alternative investment fund manager (AIFM) First Sentier Investors UK a change to the way its performance fee is calculated. Check out Valeria Martinez's latest article 👇 https://incm.pub/3Sctagi #investing #assetmanagement #wealthmanagement #finance

The UK is undoubtedly a core European market for global capital. It’s where our international hub is based and where a significant portion of our assets under management are located. And this month saw a change of government in the UK. In the fifth episode of Investment Views - our short video series where PATRIZIA experts discuss the critical topics shaping the world of real asset investing – PATRIZIA Head of International Fund Management, Michael Pryer, highlights three policy areas of the new government which we will be keeping an eye on. Watch below or on our Real Insights hub: https://lnkd.in/emikjDwM #PATRIZIA #Investment #UK #EnergyTransition #AffordableHousing #InvestmentViews #RealAssets #RealInsights

The Sydney-based ASX listed #futures contracts for Australian Carbon Credit Units (ACCUs), New Zealand Units (NZUs), and Large Generation Certificates at the end of last month, offering #market participants a better way to price and hedge #risk and exposure while supporting broader #netzero goals. Read CMN: https://bit.ly/4cmhFdB #carbon #climate #investing

Get excited for Bonds, Loans & ESG Capital Markets Latin America & Caribbean 2024 in Miami on Dec 9-10 where experts will discuss them! 🌟 We've researched with 250+ key players and identified hot topics including: 🌍 Impact of elections 💼 Nearshoring opportunities 📊 Local market liquidity 💸 Sovereign financing 🔋 Infrastructure investment 🌱 ESG standards 📉 Distressed debt & restructuring Read the full key topics report here: https://lnkd.in/dP-2DKpw Your input is invaluable - get in touch and let us know if there's more to cover! ✨ 📧 Email your thoughts to Marketing@GFCMediaGroup.com 🗣️ Speak on these topics in front of 650+ senior capital markets stakeholder: email Marketing@GFCMediaGroup.com 🔗 Not registered as a delegate yet? Visit https://lnkd.in/dQUzP9_P See you in Miami! 🌴 #BondsLoans #CapitalMarkets #GFCMediaGroup #LatinAmerica #Caribbean #LatAm #Finance #DebtMarkets #DCM #USelections #Nearshoring #LocalMarketLiquidity #SovereignFinancing #InfrastructureInvestment #EnergyInvestment #ESGstandards

🌱 [#SustainableDebtMarkets] | Amundi and IFC - International Finance Corporation reinforce our commitment to developing new frontiers of sustainable debt markets in Emerging and Developing economies, through a new initiative focusing on social, #sustainability and sustainability-linked bonds. This marks a new step in Amundi and IFC's partnership and is a testimony of the potential of public-private partnerships in creating new markets to address financing gaps in regions where funding is most needed. Learn more about sustainable debt markets ⤵︎ https://lnkd.in/efG-KdW6