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.
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 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...
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.