Insights
Eastern European Equities: Close to a Re-Risking Catalyst
The onset of the conflict in Ukraine in March 2022 heightened uncertainties about the economic and financial prospects of Eastern Europe.
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Other Insights
Private Credit Essentials: Key Insights and Strategies
Private Markets
November 22, 2024
Learn more about private credit, an attractive and highly versatile asset class, in our latest white paper.
Learn more Private Credit Essentials: Key Insights and Strategies
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.