Our Recent UPDATES
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
Read the press release to learn more about our strategic investment partnership with Norfund into one of Nigeria’s fastest growing sectors.
There’s an old saying that goes ‘follow the money’. When it comes to investing in Africa, we tend to complicate things. But when we go back to putting that wise saying to work, things start to clear up.
Sometimes we get asked “why do you do what you do?” This chart pretty much explains it…
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…
There’s much talk and focus on trade wars but are we losing perspective on a new global trade paradigm?
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.
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...
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.
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.
There is mounting evidence that Frontier Markets, especially those in Africa have already swung into a new cycle to outperform emerging markets…
We just published our latest quarterly update and outlook for our African Equities strategy.
A critical imbalance is forming in the Gold market and it may herald a strong move in the immediate future
Change in the volatility regime? Shifting correlations? How to protect your portfolio from stock market madness and rising rates?
GDP/Capita in Emerging markets shot up during the past 10 years. Will it happen in an even bigger way in the frontier markets?
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…