Investment Insights

Vietnam: Investing in Export-Led Growth

Vietnam is already rapidly industrializing and reducing barriers to trade. However, it is still a frontier market with low prices and abundant opportunities for value investors.

Niche Private Equity Opportunities in Asia

Although Asia still presents opportunities, excess returns are becoming more difficult to find as markets continue to develop. Growth is increasing in less developed countries, while former leaders are slowing down.

Why Do Emerging Managers Outperform?

Emerging managers substantially outperform more mature hedge funds because they are more nimble and can invest in ideas that are often overlooked by larger firms. 

Frequently Asked Questions About Litigation Finance

Litigation finance is the provision of funds by a third party to a plaintiff in exchange for part of a legal settlement. It can also involve directly financing attorneys and plaintiffs to pursue cases against large defendants. 

The Growing Case for International Investing

Current valuation levels make the traditional case for global investing much stronger. International stocks provide the benefits of diversification, and they also produce high returns on their own. 

Investing in Rising Africa

While unpredictable protectionist measures rattled US markets during 2019, Africa has been moving toward free trade. The total economic output of Sub-Saharan Africa is predicted to reach over $2 trillion by 2020, up from just $300 billion in 2000.