COVID-19: Insights from our people
Covid-19 will not spare African economies
Economic slowdown and default risks loom large across the continent
The fragility of healthcare systems across Africa has been driven home to me during conversations with healthcare professionals in my home country of Gambia. Pointing out that the country’s public hospitals possessed just two medical ventilators and 300 test kits.
People, Planet and Profit
How a pandemic can make us better
Attendant to the global threat that COVID-19 presents to health and freedom of movement, has been a dramatic plummeting of global financial markets and hard-earned profits of individuals and companies. In the course of several weeks, we have all had to recalibrate our relationships
Private credit is a strategic, mainstream asset class in international portfolios. Its appeal centres around a constellation of desirable characteristics, including a yield premium, downside capital protection and lower duration sensitivity than competing credit sub-asset classes. Diversification into private credit can help optimise portfolio efficiency.
Resolving the Emerging Markets portfolio allocation conundrum
Emerging markets are a heterogenous group of countries shaped by different characteristics. Yet EM practitioners have observed for some time that this reality continues to be under-appreciated by many investors. EM risk is frequently aggregated in a portfolio context; moreover, investors are structurally under-allocated to emerging economies.
The Case for Private Credit in Africa
Africa Diversified Series
At the core of the African private debt opportunity is a fundamental demand/supply credit imbalance of c.USD140 billion. There is a shortage of adequate finance to mid-market corporate and financial institutions. SMEs are profoundly constrained in their ability to generate private sector growth and job creation.
Ideas to drive long-term growth and enhance returns