Tribeca Investment Partners is bullish on the year ahead as China ramps up fiscal spending, boosting domestic consumption and increasing demand for industrial commodities. “We believe commodity markets are positioned for a stellar 2025 following a number of...
Guy Keller, Portfolio Manager of Tribeca Nuclear Energy Opportunities Strategy, sees strong potential in nuclear energy as global demand for clean, baseload power rises, driven by trends like demand from AI & Data Centres. He highlights Boss Energy, an Australian...
Todd Warren, Portfolio Manager of Tribeca 2050 Strategy, discusses recent shifts in his fund, which is increasing exposure to liquid assets related to the energy transition, such as uranium and copper. He highlights Boss Energy, an ASX-listed uranium stock, as...
John Stover, Portfolio Manager of Tribeca Asia Credit Fund, shares his cautious approach to risk amid recent Federal Reserve rate cuts, emphasizing a balanced allocation between Investment Grade (IG) and High Yield (HY) assets. He notes that while rate cuts benefit IG...
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