Insights
Follow the Money: A Strategic Call to the Heart of The Gulf
Other Insights
High Growth Opportunities in a Low Growth World
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.
Dominic Bokor-Ingram on Emerging Markets Opportunities
Where are the major growth opportunities in Emerging Markets currently? Are the current global dislocations providing very large dispersion in the performance of countries and stock markets? Dominic Bokor-Ingram Discusses with Portfolio Adviser.
Learn more Dominic Bokor-Ingram on Emerging Markets Opportunities
Private Credit Proves its Place
What role can private credit be expected to play in a portfolio context and how can investors identify opportunities while seeking to avoid potential pitfalls as this asset class experiences its first economic cycle?
Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.