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Investor Insights

Ashmore: The Path to Averting a Default in Argentina

Investors are suddenly much more concerned about the political transition in Argentina, but default is by no means a certainty, argues Ashmore's Gustavo Medeiros, and opportunities abound.

23 Aug 2019

As Demand Soars for High-Yield, Fundamentals and Technicals Increasingly at Odds

As major Central Banks look set for more monetary easing, yield-hungry investors are once again piling into some of the more exotic sovereign bonds - and supply is growing in response.

21 Aug 2019

Is East Africa Changing Its Attitude Towards Chinese Investment?

The recent cancellation of high-profile Chinese infrastructure projects in Tanzania and Kenya does not indicate a shift in attitude towards investment from China, writes Robert Besseling, executive director of EXX Africa.

20 Aug 2019

Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead

EM is likely to remain under pressure. Despite some signs of a slight thaw in US-China relations, a trade deal remains far off and so global growth and trade are likely to see continued downside risks.

19 Aug 2019

Frank Talk: US Global Investors on Oil Price Volatility and US Frackers

In one of a series of exclusive market snapshots for Bonds & Loans, Frank Holmes, CEO of US Global Investors and one of the most experienced and successful capital managers in the mining sector, talks about the demand-supply market dynamics, the growing role of China, and why fracking is here to stay.

12 Aug 2019

GCC Corporates Benefit from Asian Long Money

As rates continue to fall in many parts of Asia, investors have increasingly turned to emerging markets in their hunt for yield. But given their generally cautious and conservative approach to investment, many have favoured so-called ‘safe emerging markets’. Now, as growth begins to soften in China, a growing number are turning their attention to the GCC’s corporate credit market to find secure,…

9 Aug 2019

Paraguay SWOT: Opportunities in Projects, Renewables May be Thwarted by Political Risk

A minnow country by most economic measures, Paraguay has for years combined some of the most progressive policies in the social and environmental sphere with antiquated financing models and realpolitik. But with a steady pipeline of deals emerging in the infrastructure and energy space, it is beginning to attract attention of foreign investors seeking higher yields in unfamiliar or exotic…

5 Aug 2019

The Case for Diversification: Why CFOs Shouldn’t Wait for the Next Liquidity Crisis to Act

In the face of relatively abundant banking sector liquidity and stabilising oil prices, CFOs and treasurers have rightly questioned the need to shift their funding focus away from the region’s deep-pocketed lenders. With the global growth outlook looking more uncertain, new trade wars becoming a near daily feature of the global policy discussion, and in light of recent moves to bolster the…

2 Aug 2019

Actis Focussed on Renewables, Infrastructure and Developing Local Capital Markets in Brazil

Bonds & Loans interviews Bruno Moraes, Director (Energy) at Actis, about investment prospects in the Brazilian markets, Actis's focus on renewables and their new infrastructure fund.

31 Jul 2019

Invest in Turkey: One Belt One Road Already Helping Attract Capital from Asia

Despite being caught in the turbulence that rocked emerging markets in 2018, Turkey remains an attractive destination for foreign investors, boasting strong fundamentals and a growing pipeline of projects in need of capital. Bonds & Loans spoke with Ahmet Burak Dağlıoğlu, Vice President of Invest in Turkey, about the growing role of Asian investment in the country, funding diversification and…

30 Jul 2019

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