Insights
Eastern European Equities: Close to a Re-Risking Catalyst
Other Insights
Growth and Income Investing in Emerging Markets – The Trend Continues
Following on from a piece written in August 2018, we continue to see the case for growth and income investing in Emerging Markets.
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Middle East – The Reform and Index Upgrade Story
Whilst the economic and stock market reforms have continued at pace in Saudi Arabia, there are very significant positive events going on in the rest of the region as well, specifically in Kuwait.
Frontier and Smaller Emerging Markets – the Performance Paradox
Explaining the recent weakness in frontier and smaller emerging markets.
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Navigating Manager Selection as Private Credit Looks Poised to Perform
Sarah Butcher discusses how the current environment particularly favours private credit lenders and what to look for when assessing different investment strategies in the private credit space.
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Frontier Markets – An Alternative to Emerging Markets
While emerging markets are a common term for most investors, frontier markets often move in the shadow of their bigger brother. But how do these categories differ? Stefan Böttcher, Senior Portfolio Manager, explains in this article.
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