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Chile: wind of change
We visited Chile, a country historically described as the ‘Switzerland of Latin America’, but also one whose reputation has been challenged of late.
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
Private credit opportunities in emerging markets
We discuss how a selective approach to high quality EM private debt investments can enhance returns, while reducing risk and dampening volatility.
EM equities: when challenges become opportunities
EM equities have started to perform better relative to DM equities of late. We look at whether this performance can be sustained and the main drivers.
The last (paper) straw?
Despite noise from overseas and from many prominent figures in the US, it’s striking that Trump is enjoying a strong approval rating from voters.
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