In today’s briefing:
- Lucror Analytics – Morning Views Asia
- Sustainable Investing Surveyor – Focus on Montauk Renewables, Inc. (MNTK)
Lucror Analytics – Morning Views Asia
- In today’s Morning Views publication we comment on developments of the following high yield issuers: Greenko Energy, New World Development, Softbank Group
- In the US, treasuries climbed slightly yesterday, amid a lack of macro news and as President Donald Trump held back from implementing tariffs on his first day in office. The UST curve bull flattened, with the yield on the 1Y UST declining 1 bp to 4.28%, while the 10Y fell 5 bps to 4.58%. Similarly, equities rose on the back of optimism that Mr Trump’s policies will boost US corporations.
- This came after he unveiled a new investment push for artificial intelligence led by Softbank Group, Open AI and Oracle Corp (see comment below). The S&P 500 climbed 0.9% to 6,049, while the Nasdaq was up 0.6% at 19,757.
Sustainable Investing Surveyor – Focus on Montauk Renewables, Inc. (MNTK)
- The WTR Sustainable Index was up 3.2% W/W versus the S&P 500 Index (up 2.9%), the Russell 2000 Index (up 4.0%) and the Nasdaq Index (up 2.8%).
- Energy Technology (13.7% of the index) was up 0.9%, while Industrial Climate and Ag Technology (47.2% of the index) was up 4.5%, ClimateTech Mining was up 2.2%, and Advanced Transportation Solutions (21.3% of index) was up 2.7%.
- Top 10 Performers: AZRE, DCFC, FGPHF, IDEX, TMC, IONR, GWTI, LITM, CLIR, EOSE
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