John Stover, Portfolio Manager of Tribeca Asia Credit Strategy, has just written to investors about the impact of rising bond yields, highlighting the asymmetry in 1-year returns for fixed income investments. He notes that the recent increase in yields can lead to...
Tribeca Investment Partners yesterday announced the expansion of the Tribeca Asian Infrastructure Fund (TAIF) with a commitment from an Asian sovereign wealth fund. TAIF invests in energy transition, transport, digital and healthcare infrastructure across Asia...
“Listed infrastructure in Asia-Pacific is hard to overlook as a defensive way to ride on key structural themes, such as energy transition, aspiring middle class, mobility, digitalisation and ageing.” Infrastructure assets are recognised for their ability to generate...
In a commentary written by Susanta Mazumdar, Portfolio Manager of Tribeca Asia Infrastructure Strategy, he discusses the outlook of the data centre (DC) industry, which is going through a cyclical breather that does not detract from its long-term growth trajectory. He...
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