Missouri LAGERS' Process-Driven Approach Is Key For Outperformance | CIO Brian Collett | Q&A
Brian Collett is the chief investment officer of Missouri Local Government Employees Retirement System. In this interview, he discusses the importance of transparency within the investment office; his technical background and how it helps his role; why MOLAGERS seeks more exposure to real assets rather than venture capital; and why aspiring CIOs should become experts across all areas.
Night Watch Investment Management Q4 2024 Update
The fourth quarter of 2024 saw high levels of volatility in the market. The short-lived enthusiasm following the US elections was followed by pessimism after hot inflation numbers caused the Federal Reserve to adjust their interest rate cut projections for 2025 downward. We typically play company and industry specific growth or turnaround stories that are overlooked by the market. Many of our investments worked out as expected, with a total of 10 companies contributing more than 1% to our performance. This contrasts with 3 companies that detracted more than 1% from our performance.
Why Smart Investors Must Watch The Ai Bubble Now
Heading into the end of the year, the investment market has given us and our clients plenty to be thankful for Even so, more than one client contacted us recently with...
World’s Largest Pumped Storage Power Plant Fully Operational In China – Pv Magazine International
The plant features 12 reversible pump-turbine units, each with a capacity of 300 MW, including two variable-speed units, bringing the total installed capacity to 3.6 GW.
The Evergreen Evolution | Portfolio For The Future
By Zane Carmean, CFA, CAIA, Lead Research Analyst, Quantitative and Fund Research, PitchBook & Emily Zheng, Senior Research Analyst, Venture Capital, PitchBook Introduction[1]
New Rules Allow Vpps To Compete In Australia’s Energy Market From 2027 – Pv Magazine International
The Australian Energy Market Commission (AEMC) has released a final determination to allow virtual power plants (VPPs) to compete directly with large-scale generators in the energy market, scheduled to begin in 2027.
Anwar Wants Malaysia To Become Energy, Chipmaking Hub, Targets Us$100 Billion Investment | South China Morning Post
PM Anwar Ibrahim envisions Malaysia as a hub for electricity, talent, and supply chain diversification, emphasising oil and gas and semiconductor expertise.
Copelouzos Sees Start Of Power Link Between Greece, Egypt In 2030
'The proposed undersea transmission line has attracted "strong interest” from European banks for potential financing'. :
Greece’s Copelouzos Group is speeding up development of its €4.2 billion ($4.3 billion) power link with Egypt, looking to reach a final investment decision next year and its startup in 2030, the executive in charge of the project said. Known as Gregy, the proposed undersea transmission line has attracted “strong interest” from European banks for potential financing, Ioannis Karydas, chief executive officer for renewables, energy storage and interconnections, said in an interview in Athens.
Exus Renewables Expands Hybrid Energy Portfolio With Acquisition Of 130mwp Cibele Solar Farm From Lightsource Bp
(IN BRIEF) Exus Renewables has acquired the 130MWp Cibele solar farm in Portugal from Lightsource bp, expanding its renewable energy portfolio in Iberia. Construction is set to begin soon, with operations expected to start in 2026. The solar farm’s strategic … Read the full press release →
India Slashes November Gold Imports By $5B In Record Commodity Revision - The Economic Times
India has revised its November gold import estimate down by $5 billion, adjusting for preliminary calculation errors that had previously inflated the figure to a record $14.8 billion. This significant revision reduces the reported trade deficit, correcting the statistics for one of India's major commodities.
Japan’s Investments In Us Set To Go On Despite Nippon Steel’s Takeover Setback | South China Morning Post
The assessment by analysts comes after US President Joe Biden blocked Nippon Steel Corp’s US$14.9 billion bid for US Steel Corp.