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.
Read More
Sometimes we get asked “why do you do what you do?” This chart pretty much explains it…
Read More
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…
Read More
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.
Read More
There’s much talk and focus on trade wars but are we losing perspective on a new global trade paradigm?
Read More
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
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
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