MIPIM 2020: Work, live and play in Europe

“The industry is finally facing up to the responsibility it has for reducing the impact of the built environment on global emissions.” In Funds Europe, James Thornton, CEO of Mayfair Capital, explains why he thinks the major real estate trend for 2020 is likely to be climate and environment. Link

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BP plans big cuts to carbon emissions in net zero push

“It’s a multi-decade journey. The key will be in the execution – doing a Powerpoint is easy, the execution is difficult.” In The Telegraph, Joe Mares, portfolio manager at Trium Capital, comments on BP’s announcement to cut carbon emissions from oil and gas production to net zero. Link

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Ian Cowie: batteries keep my lights on for renewables

“As the UK’s largest battery storage business, we are positioned to profit from the expected surge in energy storage demand.” In Citywire Investment Trust Insider, Ben Guest, managing director of Gresham House New Energy, discusses the case for energy storage, as GRID is highlighted as a “bargain investment” by Ian Cowie. Link

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4 Myths About Frontier Markets

“You need to find good companies that can take advantage of the backdrop.” In Morningstar, Leigh Innes, global emerging markets portfolio specialist at T. Rowe Price, discusses the dynamic yet often misunderstood frontier markets. Link

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Best in class: TB Wise Multi-Asset Growth

“The fund is a top quartile performer over three and five years in the Investment Association Flexible Investment sector, returning 31 per cent and 562 per cent respectively.” In FT Adviser, the TB Wise Multi-Asset Growth fund is highlighted as the ‘Best in Class’ for its positioning as a key growth vehicle for investment trusts. Link

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The rise of real assets

“The current investment environment in the UK is notably supportive of infrastructure real estate. Many investors have become more cautious, bonds are pricey, and there is a growing realisation that hedge funds have fallen short of the return part of the value proposition. Therefore, there is an increasing recognition of diversifying characteristics that real estate […]

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Neuberger Berman’s top Q1 currency calls

In Investment Week, as developed market central banks look set to embark on another year of accommodation, Ugo Lancioni, portfolio manager of the Neuberger Berman Macro Opportunities FX fund, discusses the currencies to avoid and undervalued opportunities. Link

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