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
Frontier Markets – An Alternative to Emerging Markets
Insights
November 29, 2023
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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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.