Nikolaus Woloszczuk

Geiger Counter Investment Fund Managers Robert Crayfourd and Keith Watson spoke to Daniel Coatsworth at AJ Bell Money and Markets podcast about the #takeover offer from BHP for Anglo American, the #copper price and outlook for demand, buy vs build and jurisdictional risk in the #commodities space. Demand from the Chinese property market and infrastructure spend will be the driver for #ironore in the coming months, but Keith and Rob remain cautious here. #uranium prices are now picking up, given the sea change in sentiment surrounding electricity generation in the transition toward #netzero; COP28 UAE saw a material push toward the development of #nuclear energy globally. The US decision to ban the import of enriched material from #Russia, will put more pressure on the supply side to fulfil demand, supporting the #U3O8 price. Listen in full on your favourite podcast app! Vale Fortescue Kazatomprom NexGen Energy Ltd. Cameco Corporation

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The latest monthly report from Phenix Capital Group shows growth of more than 10% in both the number of infrastructure impact funds on its database and the amount of capital raised by them over the last year, writes Ian Lewis. #impactinvesting #infrastructure #realassets https://lnkd.in/ewzizs_U

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The private capital landscape is seeing some exciting shifts, especially when it comes to giving fund managers more flexibility. Take the recent partnership between Investec and Ares Management—an approach designed to support fund managers with much-needed subscription line facilities in the UK, Europe, and beyond. This sort of collaboration shows how innovative finance can help meet the increasing demand for liquidity, particularly in the mid-market. For fund managers, having the right financial guidance can be invaluable. The structuring them in a way that aligns with growth ambitions and gives managers the confidence to act quickly when opportunities arise. That’s where strategic advisory comes in, helping to craft bespoke financial solutions that serve immediate needs while supporting long-term stability. It’s clear that as market demands evolve, so too must our financial solutions. With tailored advice, fund managers are better placed to secure sustainable growth in a way that makes sense for their strategy. https://lnkd.in/ek3TkgwR

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ECP Asset Management poaches Ecofin director in UK push. ECP Asset Management has appointed Ryan Rajkumar from Ecofin as principal of distribution. Check out Beth Brearley latest article👇 https://incm.pub/4etF0Me #investment #wealthmanagement #assetmanagement #finance

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How can private assets investors help to tackle the climate and nature crises? For UK investment professionals only. In this video, Niranjan Sirdeshpande, Head of Investments at Catalyst, and Rana Modarres, Impact Director at Catalyst, reveal how impact investors can play a role in helping to tackle climate change, by supporting small, private companies working on innovative climate solutions. Watch this video on our Impact Hub and discover how to make an impact with Niranjan Sirdeshpande and Rana Modarres. https://lnkd.in/dZamEBpu #Impactinvesting #Marketingcommunication

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In this Investment Trust Update: Reform underway at Edinburgh Worldwide, changes afoot at Miton UK MicroCap, and a range of interim results from UK equities to #Infrastructure and #PrivateEquity 👉 https://lnkd.in/eX8EgBgW

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Hear from James Samworth, Partner & Co-Head of Schroders Greencoat’s Energy Transition Team, as he outlines his outlook for renewables and the capital needed to decarbonize the power sector over the next decade. Watch below ⬇️ #EnergyTransition

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🔖 RNS Announcement - TMT Investments' Interim Results 2024 were announced today. Read the full report https://lnkd.in/e9H-HVrP   With cash and cash equivalent reserves of US$9.8 million as of 14 August 2024, TMT is well positioned to ride out the current market volatility and to continue investing in companies that meet TMT's investment criteria #techstocks #VC #TMT #scaleup

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In our latest global credit podcast, Azhar Hussain, Head of Global Credit and Ewan McAlpine, Investment Director, talk: • Recent developments in issuance and default rates • The ongoing phenomenon of a lack of ‘fallen angels’ and increase in the number of ‘rising stars’ • What the latest well known company stories tell investors about the nature of credit markets Listen now to Azhar and Ewan as they discuss the key themes and issues currently impacting global credit investing: https://ow.ly/w1Nz50TyLbL #Credit #HighYield #FixedIncome #Podcast #GlobalCredit

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Charting the course. Oasis Crescent CEO & CIO, Adam Ismail Ebrahim, shares his expertise on the future of the UK investment landscape. Discover the key drivers propelling sustained economic growth and robust market performance. Tune in to gain strategic foresight. #OasisCrescent #UKInvestment #EconomicOutlook #MarketPerformance #FinancialForecast #InvestmentStrategy #CEOInsights #MarketAnalysis #EconomicGrowth #FinancialMarkets

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FundCalibre Ltd recently interviewed James Mee, our Co-head of Multi-Asset Strategies, for an insightful discussion on the evolving economic landscape, highlighting the US’s Goldilocks scenario of low inflation and moderate growth. Here's what James delves into: 📈 How US growth remains steady, thanks to a healthy consumer sector and low unemployment rates. ⚠️ Challenges such as a manufacturing recession and rising bankruptcies. 🌍 The outlook for Europe and the UK, and how it impacts our portfolio. 📊 Emphasis on a bottom-up investment approach, spotlighting key holdings in UK and European markets. 💡 Plus, he discusses the fund’s allocation to alternatives and the outlook for the latter half of 2024, considering potential rate cuts and political developments. 📺 Watch the full interview here > https://lnkd.in/eSggGXhZ #EconomicUpdate #InvestmentStrategies #FundCalibre #MarketOutlook2024

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Private Equity Insights, one of the UK’s largest private equity conferences, is just two days away. Beny Meyer, Business Lead Semi-Liquid Private Markets at LGT Capital Partners, will speak on a panel on the democratization of private equity on 4 September 2024. According to Beny, open-ended solutions offer more flexibility and address some of the key challenges of investing in these asset classes. They have the potential to remove some of the friction investors face in accessing private markets. However, when looking at different semi-liquid strategies, it is important to compare apples with apples, as portfolio construction and therefore liquidity profiles can differ substantially. Find out more about the conference here: https://lnkd.in/euG-Ue2Y #lgtcapitalpartners #lgtcp #privatemarkets #privateequity #democratization #semiliquids

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ICG Enterprise Trust is pleased to share its interim results for the six months ended 31 July 2024. Oliver Gardey, Head of Private Equity Fund Investments at ICG, said: "Over the last five years – a period that encompasses COVID-19, inflation, interest rate hikes and geopolitical uncertainty – our Portfolio has delivered attractive growth; our NAV per Share Total Return has been 80%; and we have enhanced our shareholder distribution policy. "I am confident in the transatlantic Portfolio we have constructed. I believe our strategy to invest in profitable, cash generative middle market companies positions us well to deliver attractive returns for our shareholders." Read our H1 update: https://lnkd.in/eNWynyfF #PrivateEquity #PrivateMarkets #InvestmentTrusts #ListedPE #Investing Investments involve risk, including the risk of capital loss. Past performance is not a reliable indicator of future results.

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Hargreaves Lansdown receives second bid from PE consortium for £5.4bn. Hargreaves Lansdown has received a second bid by a private equity consortium led by CVC Capital Partners to acquire the platform for around £5.4bn. Check out Cristian Angeloni’s latest article 👇 https://incm.pub/3KN1w5q #investing #assetmanagement #wealthmanagement #finance

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NextEnergy Group is thrilled to have taken part in the CFA UK and Content With Purpose's digital series, #InvestingforTomorrowsEnvironment. The series fully aligns with NextEnergy Capital's commitments, highlighting the urgent need to integrate climate change and natural capital considerations into investment decision-making. This is the responsible and sustainable investment model NextEnergy Capital has been pursuing since 2014.  Learn more about NextEnergy Group's work to ensure a nature-positive future through our solar assets on the CFA UK's dedicated page: https://lnkd.in/dM5gzwyz | #InvestingForTomorrowsEnvironment | #GreenFinance | #ImpactInvesting | #SustainableInvesting | #GreenFunds | #ESG | #NaturalCapital | #NextisNow |

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