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
We just published our latest quarterly update and outlook for our African Equities strategy.Read More
A critical imbalance is forming in the Gold market and it may herald a strong move in the immediate futureRead More
Change in the volatility regime? Shifting correlations? How to protect your portfolio from stock market madness and rising rates?Read More
GDP/Capita in Emerging markets shot up during the past 10 years. Will it happen in an even bigger way in the frontier markets?Read More
As the saying goes, pictures speak much louder than words. This one screams out that we may not have learned that much since the last global financial crisis…Read More
This famous quote is more applicable than ever as today's markets seem to be caught in a somewhat ‘schizophrenic’ state. The way to protect your portfolio may be to re-evaluate your perspective on what 'risk' really means in today's markets. It might lead you to find refuge in the least expected places...Read More
Join us for one of our upcoming breakfast meetings tour ‘10 years after the crisis - Investment perspectives for Emerging and Frontier markets. Here’s the full agenda…Read More
Don't miss our upcoming conference call update on September 11, 2018Read More
It is sad to see the recent deterioration in the Argentinian economy but what is even more frustrating is that Argentina should have been able to avoid it…Read More
In this piece, we will take a closer look at an interesting imbalance that has been created between the frontier markets and the rest of the global markets…Read More
A good way to try to understand what the fundamentals are telling us is by starting to ask simple questions about them. This forces us to look at things with a fresh perspective, free from the assumptions of the comfortable under-examined consensus…Read More
Saudi Arabia may have just pulled off a shrewd and brilliant move by taking a meaningful stake in Tesla and by helping the company buy its own shares back. Here's why we think this is such a milestone, both for the Kingdom and for Tesla.