Cement’s high emissions lay the foundation for green investment
Cement is one of the highest GHG emitting industrial sectors. As European environmental regulation tightens, sector dynamics and innovation in green technologies are unearthing promising investment opportunities. Joe Mares explores how cement’s emissions challenges are laying the groundwork for returns. The cement sector is the largest industrial emitter, generating ~8% of global emissions, with cement […]
Navigating UK water’s wave of challenges and opportunities
Regulatory shifts, rising bills and low equity returns all present a challenge for the UK water sector. Tom Ayres and Joe Mares explore how the UK sector compares to listed water equities globally, and why these challenges should ultimately benefit the sector as a whole. The UK water sector continues to be a national discussion […]
Hedgeweek: Donald Pepper on Talent Wars, Market Complacency and the Hedge Fund Opportunity
Donald Pepper recently featured in Hedgeweek’s Alternative Views series, discussing the challenges facing the hedge fund industry, the competition for investment talent and his outlook for today’s market environment. In the interview, Donald explores the increasing pressure on multi-strategy firms to attract and retain talented portfolio managers, as well as Trium’s approach of allowing investment […]
Bloomberg: Tom Roderick on France’s Fiscal Challenges and Bond Market Risks
Tom Roderick recently featured in Bloomberg, sharing his views on France’s fiscal outlook and the challenges facing the country’s government as political uncertainty continues to weigh on investor sentiment. The article explores how France’s rising debt burden, widening fiscal deficit and ongoing political deadlock have increased concerns among bond investors, leading to higher borrowing costs […]
Bloomberg Opinion: Donald Pepper on Merger Arbitrage and Multi-Manager Platforms
Donald Pepper recently featured in Bloomberg Opinion, where his comments on the evolution of event-driven investing and merger arbitrage strategies were highlighted. The article examines the growing role of large multi-manager hedge funds in financial markets and discusses whether certain investment strategies are better suited to independent firms than to large “pod shop” platforms. Drawing […]
Bloomberg: Donald Pepper and Felix Lo on the Evolution of Event-Driven Investing
Donald Pepper and Felix Lo recently featured in Bloomberg, discussing the opportunities and challenges facing event-driven and merger arbitrage strategies. The article explores how a number of portfolio managers are increasingly choosing to run event-driven strategies outside large multi-manager platforms, supported by a more favourable environment for mergers and acquisitions and growing investor demand for […]
Bloomberg: Tom Roderick on Platinum’s Supply Crunch and Rising Prices
Tom Roderick recently featured in Bloomberg, sharing his views on the factors driving platinum’s strong performance and the growing supply constraints in the market. The article examines how tightening platinum inventories, strong demand from the US and China, and ongoing supply deficits have contributed to a significant rise in platinum prices during 2025. Bloomberg notes […]
Investment Week: Gold price hits 25 record highs in 2025 so far
Tom Roderick recently featured in Investment Week, sharing his views on current gold prices and the key drivers behind the move. With gold reaching 25 record highs in 2025 amid heightened market volatility, the article explores the factors supporting continued demand for the precious metal. According to data from The Royal Mint, this puts 2025 […]
Hedgeweek European Awards 2025: Trium Capital Recognised with Two Industry Awards
Trium Capital recently featured among the winners at the Hedgeweek European Awards 2025, which recognise fund performance and excellence across the hedge fund industry. Announced at an awards ceremony in London, the Hedgeweek European Awards are based on a combination of performance data and industry voting, recognising managers and service providers across a broad range […]
Seeking Alpha: Acelyrin gains as Trium Capital rebuffs M&A deal with Alumis
Felix Lo recently featured in Seeking Alpha, commenting on Trium Capital’s opposition to the proposed merger between Acelyrin and Alumis. The article covers Trium’s position as a significant shareholder in Acelyrin and its decision to vote against the proposed all-stock transaction at the company’s upcoming shareholder meeting. Commenting on the proposal, Trium argued that the […]
