Thanks again for making the time to come to our breakfast meeting!
I hope what we discussed gave you a few things to think about and some perspective in this challenging investment environment.
As a follow up, here is a copy of the presentation and a few recent articles we published that relate to what we discussed.
If you need any more information or you would like to continue the conversation, please don’t hesitate to get in touch.
Best regards and hopefully until soon!
RECENT ARTICLES AND INSIGHTS
When we are asked, why do you do what you do? This chart pretty much explains much of it…
We just published our latest quarterly update and outlook for our African Equities strategy.
We just published our latest quarterly report and outlook for frontier market equities.
We just published our latest quarterly update for our Real Assets Investment Strategy
Investors typically get out of emerging and frontier markets when US Interest rates go up. But when you look at the data, it might not be the right thing to do…