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?Read More
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...Read More
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.Read More
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..?Read More
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.Read More
Discover our new video series about the 7 key themes that are set to benefit from an unprecedented growth in global demand as millions of people around the world gradually enter the middle class.
In addition, this investment strategy could also help investors protect themselves against the threat of rising inflation.
There is a widely popular belief among investors that higher US interest rates are negative for Emerging and Frontier Markets. However, the data is telling us this may not be exactly true...Read More
It took 10 years but yesterday Morocco launched Africa’s first high speed train (Boraq). It’s a big day for Morocco and a great moment for all who believe that big dreams can be achieved with a combination of vision and consistent execution. Africa should celebrate that it has beaten other continents on realizing this and work towards connecting all its major capitals by train in the future.Read More
Hifza Zia, our Karachi-based portfolio manager shares out view from the ground about the outlook, opportunities and risks for Pakistan’s economy and its markets.Read More
There is mounting evidence that Frontier Markets, especially those in Africa have already swung into a new cycle to outperform emerging markets…Read More