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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?
What are the key features of investing in alternative fixed income?
Alternative fixed income seems to mean many things to many people. Rob Evers provides an overview of characteristics for a very broad asset class......
Finding Value as the Momentum Fades
With fundamentals shifting, is 2019 seeing the return to value trades in global credit markets?
Frontier Market Focus: Uzbekistan
Finding the beginnings of growth cycles by staying off the beaten track....
Valuation Bifurcation Persists
We sit down with Jupiter´s James Clunie to discuss value vs growth and why it´s time that the markets again will recognise fundamental value....
Credit Market Outlook: Selection and Name-Picking Key
We asked Aperture Investors’ Chief CIO, Simon Thorp, where he is looking for long and short ideas in liquid corporate credit markets....
TUTORIALS & GUIDES
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