SIlk Invest

Channel profile:

Insights and perspectives on frontier markets

We are specialist investment managers focused on Africa and the Middle East.

We strongly believe that ‘the world is turning upside down’ from a economic perspective. Europe is mature. Asia is reclaiming its dominance. Africa and the Middle East are reopening to the global investor. The Silk route has been reestablished - hence the name of our company.

Silk Invest was established to harness this grand long term investment opportunity.

Subscribers (153)
2012, The year of moving towards the Frontiers (2pm GMT) Silk Invest presents its investment outlook for 2012.

Silk Invest is an investment manager, specialized in the markets of Africa, the Middle East and Frontier Asia.

This presentation will cover Silk Invest's views on the following themes:

1. Continued two-speed world
2. Frontier equity Markets are expected to recover lost ground
3. Potential double digit equity returns and similar picture on bond side
4. Painful de-leveraging in developed world has limited impact on frontiers
5. Year of political clean-up
6. A year with low inflation with biggest falls in rates within frontier regions
7. Continued low volatility profiting from low correlation
8. Flows to frontier regions are at historical lows

The central investment theme for this year is that the political upheaval that marked 2011 will eventually fade away while investors return to fundamentals and increase their allocations to frontier markets.
Read more >
Jan 18 2012
22 mins
Play

Webinars and videos

  • Live and recorded (4)
  • Upcoming (0)
  • Date
  • Rating
  • Views
  • Silk Invest presents its investment outlook for 2012.

    Silk Invest is an investment manager, specialized in the markets of Africa, the Middle East and Frontier Asia.

    This presentation will cover Silk Invest's views on the following themes:

    1. Continued two-speed world
    2. Frontier equity Markets are expected to recover lost ground
    3. Potential double digit equity returns and similar picture on bond side
    4. Painful de-leveraging in developed world has limited impact on frontiers
    5. Year of political clean-up
    6. A year with low inflation with biggest falls in rates within frontier regions
    7. Continued low volatility profiting from low correlation
    8. Flows to frontier regions are at historical lows

    The central investment theme for this year is that the political upheaval that marked 2011 will eventually fade away while investors return to fundamentals and increase their allocations to frontier markets.
  • Egypt is re-defining itself as a nation. In this webcast, Silk Invest will share it's views on the investment case for this rising emerging market.
  • Join us to our next webcast on September 1. We are going to discuss fixed income in the frontier markets with Daniel Broby and John Bates of Silk Invest.

    Frontier market bonds are still trading at high yield levels, well above emerging market bonds despite the fact that the issuers generally have very solid credit scores.

    Daniel and John will provide us with more perspective on how investors could capture the returns of these fairly unknown bond markets.
    .
  • Global markets are under pressure, pricing in the big challenges that lie ahead for US and Europe to deal with their poor economic outlook and financials.

    Now is probably a better time than ever to have a closer look at the strong realities of the frontier markets of Africa, the Middle East and Frontier Asian markets that are benefiting from:

    - High economic growth driven by strong domestic demand
    - Low levels of debt and robust sovereign and corporate balance sheets
    - Increasing levels of foreign direct investment
    - Improved governance

    During this webcast we will put in perspective why investors should consider the frontier markets as a potential safe-haven for their investments.

    We look forward to having you on the webcast!

Embed in website or blog