By 2025, Africa’s GDP is forecast to be one third of USA GDP but it seems like many international investors are giving up on the continent. We suggest that Africa perhaps deserves more attention than it´s getting....
Two billion individuals and 200 million small businesses in emerging economies today lack access to formal savings and credit. No wonder then that Financial Inclusion is one of the United Nations Sustainable Development Goals (SDGs). But opportunities does it bring to investors?
Finding the beginnings of growth cycles by staying off the beaten track....
While Emerging Markets is an asset class that can have bouts of volatility, it is difficult for investors to ignore given its diversification benefits, attractive valuations and the fact that about 70% of global economic growth emanates from it...
"Asian credit now offers one of the three most compelling environments I have seen over my thirty-year career..." says Clearwater Capitals co-founder Rob Petty
Beyond geopolitical risks, the country will be upgraded to emerging market status. We interview two fund managers who invest in Saudi Arabian equities and who are both based in the region...
Could Asian credit prove to be resilient? Christina Bastin, offers a cold, hard and dispassionate perspective on the trade war, and its implications for investors...
An oasis of growth in a slowing global economy....
If Russian stocks may be some of the cheapest in emerging markets, certain equities in neighbouring Ukraine may have some of the lowest valuations in the frontier market universe.
With growing pressures in the direct lending market, is the asset class still a viable alternative for investors seeking higher yields?
