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.
Agriculture’s resilient 2020 paves way for solid 2021
Private Markets
April 21, 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
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