Emerging markets offer favorable conditions for the growth of direct lending. Direct lending is not only profitable for investors, but it also supports communities by providing more affordable credit to job-creating small businesses.
Historically, small businesses without extensive credit histories were still able to obtain loans and leases for equipment. Real estate, equipment, and other business assets could be used as collateral for loans.
There is an enormous unfulfilled demand for water infrastructure. Private investors who meet that demand may be able to earn excess returns while supporting the sustainable development of public resources.
The best investments often reveal themselves during downturns, and India has shown strength in adversity. India’s economy continued to thrive even as rising interest rates in the United States put pressure on emerging markets.
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.
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.
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.
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.
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.
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.
