Insights

Dominic Bokor-Ingram discussed emerging markets investing in the context of geopolitics with Rich Mullen, CEO and Founder of Pallas Capital, and CIO Garav Milnick, drawing on 30+ years of experience.

Learn more Investing in Emerging Markets

Amid geopolitical tensions and economic uncertainties that have reduced international investment in China, India has become a significant force in emerging markets.

Learn more India’s Evolving Equity Market: Dynamics & Opportunities

David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.

Learn more Real Estate Debt Roundtable with CAMRADATA

Explaining the recent weakness in frontier and smaller emerging markets.

Learn more Frontier and Smaller Emerging Markets – the Performance Paradox

Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.

Learn more Growth and Income Investing in Emerging Markets – The Trend Continues