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
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…
We thought we’d share our perspective on the different market cycles that defy the general perception towards the performance of emerging and frontier markets.
That question is worth billions of dollars. It is hard to answer in the short-term, but long-term investors such as pension funds, foundations and high net-worth family fortunes may want to put the essential fundamentals into more perspective:
What is the right portfolio strategy to find true fundamental value after a 10-year long bull market? Read our annual investment outlook to find out why we believe that this may be the beginning of a beautiful cycle for emerging and frontier markets…
We just published our latest quarterly update and outlook for our African Equities strategy.