Bulls, Bears, and Bowties: The Strong Dollar

    In this episode of Bulls, Bears, and Bowties, hosts Greg Silberman and David Crook will discuss international currency markets, the strong dollar, and the implications for emerging markets such as Turkey and South Africa.   Watch this episode to le...

Crouching Trump, Hidden Dragon

  Once upon a time, there was a land of great promise. This promised land rewards hard work and enterprise with gold while penalizes the weak with taxes and cost of living. This promised land is the United State of America. And true to its founding principles, i...

Buy! Bye! BYE! Real Estate in the World’s Most Expensive City

London, a regular on the world’s most expensive city list, is going through the doldrums. All in three parts: New taxation rules that have seen Stamp duty increase while at the same time mortgage interest relief has been rescinded. The notorious Brexit effect – whose...

What is the Best Strategy for Investing in Egypt, Nigeria, and South Africa?

Recently there has been talk of the emergence of smarter ways to capture beta in African markets, the major ones in question being Egypt, Nigeria, and South Africa. Here’s our take on the three largest forces we see disrupting markets in Africa for the better over th...