In This Week’s Issue…

by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

Milltrust in the News

Message from our CEO

The end of 2018 is a time for sombre reflection as we honour the centenary of the end of the Great War. Yet, for those of us focusing on financial markets, it is not the only sobering anniversary. Ten years ago we endured the Global Financial Crisis, when the entire financial system came to the brink of collapse. It is also twenty years since the Asian Crisis when banks and investors bore the brunt of a ferocious asset price decline. The biggest winner from these recent financial upheavals, and perhaps from the last hundred years of global geopolitical evolution, has been China. At the time of the Great War, China’s GDP was half the size of the (not yet dominant) USA and just over a quarter of the size of Western Europe; today, these three regions are almost on par from a GDP standpoint. The country’s command-based economy, a far cry from the domestically oriented economy of the past, has grabbed the initiative and become a global powerhouse.

MERRY CHRISTMAS AND HAPPY NEW YEAR FROM THE TEAM AT MILLTRUST

In the spirit of the season, Milltrust International is making a donation to the World Wide Fund for Nature (WWF) in lieu of cards and gifts.

The World Wide Fund for Nature is an international non-governmental organization founded in 1961, working in the field of wilderness preservation, the reduction of humanity’s footprint ony the environment, and climate change. This is an area where we at Milltrust are looking to make a meaningful difference with exciting new impact-driven investment projects planned for 2019. If you’d like to learn more about WWF, please visit: https://www.wwf.org.uk

Wishing you all a Merry Christmas and a Happy New Year!

Milltrust International Group

INVITATION TO
MILLTRUST SCIENCE & TECHNOLOGY DAY

London – 23 January 2019

– For Professional Investors Only –

Join us to hear fascinating presentations from some of the most ground-breaking companies in medical technology, life sciences, nanotechnology, and alternative energy sectors.

Confirmed Speakers

Additional Speakers to be Confirmed Shortly

Brazil, Indonesia Expected to Lead Emerging-Market Comeback in 2019
Bloomberg – 19 Dec
Equities, currencies and bonds of developing economies have found a floor and will likely outperform their developed-nation counterparts in 2019, the survey of 30 investors, traders and strategists by Bloomberg showed. Brazil was the top pick for all three asset classes, with Indonesia another standout. Turkey, with its economy on course for recession, came bottom of the table on two counts.

EM Markets

Source: http://www.indexq.org/wide.php,
19-December-2018

COP24 Wraps Up With Last-Minute Compromise to Save Paris Agreement, But Is It Enough?
EcoWatch – 17 Dec
Negotiators from more than 190 countries reached an 11th-hour deal at COP24 in Katowice, Poland Saturday to keep the Paris agreement alive, but scientists and negotiators say it does not go far enough to put climate changeon hold.

As the climate changes, ESG investing powers into the mainstream
Financial Times – 18 Nov
Sustainable investing will be a core component for how everyone invests, says Larry Fink. “We are only at the early stages.” Assets under management in portfolios that use sustainable investing grew more than 600 per cent to $23tn in the 10 years to the end of 2016.

Australia’s fresh orange production forecast at 500,000 tons
FreshPlaza.com- 10 Dec 2018
Australia’s fresh orange production is forecast at 500,000 metric tons (MT) in 2018/19, down 3 percent on the estimate for the previous year. Australia is a counter-seasonal exporter of mainly navel oranges to north-Asian markets such as China and Japan while the United States exports navel oranges during Australia’s off-season

Ag-tech solutions needed more than ever as growers face water crisis
Finfeed-16 Dec 2018
Water prices have doubled in the last 12 months, putting pressure on crop growers across several regions of Australia. This current predicament has been caused by inadequate rain and too-high demand. With the threat of prices rising even further, many growers are even reconsidering the cost-benefit-risk profile of planting crops at all.

The billion-dollar agritech start-ups disrupting farming
Financial Times – 10 Dec
Agritech is attracting a diverse range of investors. And large funding rounds are providing the foundation for the first wave of agritech start-ups with the potential to be valued at $1bn. The single most important reason for this interest is innovation. It is not simply changing agriculture and food production, bringing in more transparency and new products as well as shortening supply chains — it is also offering investors such as SoftBank, Google and sovereign wealth funds a road map they recognise from other industries that have been transformed by technology.

What may happen in healthcare technology in 2019?
DigitalHealthAge – 17 Dec
Ric Thompson, MD Health & Care, at Advanced predicts what will happen in the healthcare technology industry in 2019.

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