Fencer
Thematics人工智能及機械人學基金
投資於在人工智能及機械人技術方面具領先優勢,並逐漸改變我們生活方式的企業,務求解鎖當中的增長動力。
Collective Views: Liberation day, tariffs, market volatility
觀點匯聚:解放日、關稅及市場波動
我們匯聚投資專家觀點,探討美國關稅「解放日」引發的市場震盪所帶來的影響及後果。(只供英文版)
Sustainable investing

Annual market review & outlook – private assets - 2024: Mirova

2月 07, 2024 - 10 分鐘的閱讀時間

Highlights

  • Energy transition infrastructure. In 2023, the infrastructure market suffered the consequences of rising interest rates. The easing of interest rates at the end of 2023 marks a clear shift in favour of investment in non-listed securities, and more particularly in green infrastructure.
  • Private equity. A slowdown in fundraising over 2023 and 2024, but segments unevenly affected: buy-out/capital transmission and venture capital/risk capital are suffering, while impact and ESG funds are attracting investors. Growth/acceleration capital remains insufficiently covered by investors.
  • Natural capital. More than half the world's GDP is dependent on ecosystem services. The issue of preserving natural capital through sustainable land use or sustainable ocean management is gathering pace. Voluntary nature-based carbon credits represent a complementary solution to corporate decarbonisation strategies.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.

DR-62364

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