Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
In a world where geopolitical tensions often dictate the ebb and flow of international markets, the Gulf Cooperation Council (GCC) nations stand apart, against common misconception.
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Other Insights
High Growth Opportunities in a Low Growth World
Market Commentaries
October 24, 2023
With over thirty years of experience in smaller emerging and frontier markets, our investment approach has always placed a strong emphasis on applying a strict macro overlay. This enables us to carefully identify the stocks that in our view benefit most from structural local reforms and avoid potential crises.
Is the Bond Market Getting Ahead of Itself?
Fixed Income
February 15, 2021
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Fixed Income
December 15, 2020
Moving into 2021 as a mindful bond investor.
A Strategy for all Seasons
Fixed Income
October 8, 2020
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.