Timber is a relatively new asset class for most institutional investors. But Bayerische Versorgungskammer (BVK), the €112bn manager for 12 German public sector and professional pension funds for the Federal State of Bavaria has been invested since 2008. Kathrin Kalau-Reus, head of Private Equity, Infrastructure and Timber at BVK currently manages approximately €20bn in assets. She sat down with NZI editor Mona Dohle to discuss why timber should not be conflated with other real assets and how it can act as an inflation hedge. The full interview can be read in the first issue of NZI Spark below. Source link
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The nuclear power sector encompasses companies involved in the production of nuclear energy and related technologies. This includes utilities operating nuclear plants, uranium miners, and nuclear equipment manufacturers. Nuclear power stocks represent ownership in these companies traded on public exchanges. The sector has gained renewed attention due to its potential role in reducing carbon emissions. Nuclear power offers a reliable, low-emission source of baseload electricity. Investing in nuclear power stocks can present unique opportunities in the energy market. Nuclear plants provide consistent energy output, potentially leading to stable revenue streams for operators. The sector may benefit from increasing global focus…
China’s carbon market has seen a significant surge in prices, with carbon permits or credits reaching an all-time high as industries prepare for a looming compliance deadline. On Monday, emissions permits rose 2.5% to 103.49 yuan ($14.62) per ton. This is the highest since the national market’s launch in mid-2021, as reported by the National Carbon Trading Agency. This increase represents a 35% rise in carbon prices so far this year, fueled by recent government actions aimed at tightening regulations and driving greater activity within the market. Compliance Countdown: Fueling the Price Surge China’s carbon market includes a compliance or…
Cavco Industries , Inc. (NASDAQ:) has reached an impressive milestone, with its stock price soaring to an all-time high of $445.82. This peak reflects a significant surge in investor confidence, as evidenced by the stock’s remarkable 64.61% climb over the past year. The company’s performance has evidently resonated well with the market, propelling the stock to new heights and marking a standout moment in Cavco’s financial trajectory. Investors are closely monitoring the stock’s progress, as it continues to navigate the dynamic economic landscape. In other recent news, Cavco Industries Inc. has reported a few significant developments. The company has seen…
There are six publicly traded companies with trillion-dollar valuations. With a market cap of roughly $1.9 trillion, Amazon (NASDAQ: AMZN) is the fifth-most-valuable company in the world, trailing peers including Apple, Microsoft, Nvidia, and Alphabet.For now, Apple, Microsoft, and Nvidia are steadily in the lead as each boasts a market cap in excess of $3 trillion. However, I think Amazon has the best chance of becoming Wall Street’s first $5 trillion stock.Below, I’ll break down how artificial intelligence (AI) represents a lucrative growth opportunity for all of big tech and why I think Amazon will emerge as the king of…
An ASML icon is being displayed on a circuit board, alongside the flags of the USA and China, in this photo illustration taken in Brussels, Belgium, on January 4, 2024.Jonathan Raa | Nurphoto | Getty ImagesASML on Tuesday offered the first glimpse into how U.S. restrictions on exports of its advanced chip manufacturing tools to China will impact its sales in the Asian country.The Netherlands-based chip equipment maker said in its earnings report Tuesday, which was released a day early due to a “technical error,” that it expects net sales for 2025 to come in between 30 billion euros and…
Image source: Getty Images Investors often jump at any chance to buy FTSE 100 shares at a ‘discount’, especially during market downturns or when companies face temporary setbacks. I get it — who can say no to a bargain, right? Many of my own investment decisions have been influenced by price dips. While this strategy can be profitable, it’s important to look beyond the price tag. Before diving into these opportunities, I carefully evaluate a company’s recovery potential. Merely buying cheap stocks can lead to significant losses if the underlying business is weak. The UK property developer Vistry Group (LSE:…
On Wednesday, BMO Capital maintained its positive stance on shares of mining giant Rio Tinto Plc. (NYSE::LN) (NYSE: RIO), reiterating an Outperform rating and a price target of GBP60.00. The firm’s analysis followed Rio Tinto’s third-quarter results for 2024, which largely met expectations across its main divisions of iron ore, , and aluminium, with performance figures hovering within a few percentage points of the firm’s forecasts. Despite minor adjustments to the company’s iron ore guidance, which now places costs in the upper half of the previous guidance range, and ongoing geotechnical challenges at the Kennecott mine, the impact on Rio…
On Wednesday, Susquehanna Financial Group increased its stock price target for Las Vegas Sands Corp. (NYSE: NYSE:) shares from $51.00 to $59.00, while retaining a Positive rating on the stock. The adjustment comes in response to the anticipated positive effects of the recent stimulus measures introduced by China on September 23, 2024. Las Vegas Sands, a prominent player in the gaming and resort industry, is expected to benefit from the renewed optimism surrounding the Macau gaming sector and its Marina Bay Sands (MBS) casino in Singapore. The firm’s analysis points to the Chinese stimulus as a potential driver for increased…
Amazon Web Services is investing over $500 million in nuclear power, announcing three projects from Virginia to Washington State. AWS, Amazon’s subsidiary in cloud computing, has a massive and increasing need for clean energy as it expands its services into generative AI. It’s also a part of Amazon’s path to net-zero carbon emissions.AWS announced it has signed an agreement with Dominion Energy, Virginia’s utility company, to explore the development of a small modular nuclear reactor, or SMR, near Dominion’s existing North Anna nuclear power station. Nuclear reactors produce no carbon emissions.An SMR is an advanced type of nuclear reactor with…