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
Some of the countries that will make the top 10 economies list in 2030 may surprise you…more importantly, is your portfolio positioned for that?
What is the outlook for gold now that there is more evidence that we may be stepping into an economic slowdown or even a recession? In this episode, Peter Pavlov, Silk Invest’s portfolio manager of the Sustainable Real Assets fund shares his views, his outlook and his research on the fundamentals and technicals for the shiny metal...
Silk Invest has made the strategic decision to reposition its Frontier Markets fund range in Europe after a successful track record of nearly 10 years.
Around the world, businesses, especially the large corporates have an Africa strategy and they are investing around the continent. It again makes us ask ourselves: If businesses are getting into Africa, why are investors still ignoring the place..?
In this first episode, Peter Pavlov and I discuss the Oil industry, a key component of the energy theme within the Sustainable Real Assets strategy. We explore the fundamentals that are driving this market to better understand where oil prices may be headed in the medium term.