We just published our latest quarterly report and outlook for frontier market equities.
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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.
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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…
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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?
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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..?
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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…
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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…
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As we publish this, there are only a few hours to go before Pakistan’s closes the ballots for today’s election. Here’s an investment perspective on what we believe lies ahead for Pakistan…
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