All Insights
Gemcast Episode 12: Delivering energy security, live from Cabinda
<p>In episode 12 of Gemcast, we are live from Cabinda, joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev, and CEO of Imbono, Marcus Weyll. We explore the journey of the Cabinda Oil Refinery from minefield to one of Africa’s most significant downstream energy projects, securing Angola’s energy future.</p>
7 May 2026
Mapping EM private credit: Defining the opportunity
<p>From infrastructure and trade finance to sovereign capital and asset-backed lending, the opportunity in emerging market private credit is broad, underpenetrated and increasingly compelling.</p>
30 April 2026
Commodity Watch: Street Food to System Risk
<p>Cendol is a dessert served as part of the hawker culture in urban and trading centers across Southeast Asia. It is considered an "Intangible Heritage Object" in Malaysia. The origin story of the dessert remains unclear with India, Persia and English ships, carrying refrigerated rice, as the primary guesses. Nevertheless, the dish has spread across Southeast Asia developing local names and local variations. </p>
27 April 2026
Commodity Watch: From Efficiency to Endurance, Why Trade Always Finds a Way
<p>The Big Inch and Little Big Inch pipelines were built by the US to evade German U boats and move oil from Texas to the Northeast are a reminder that trade flows will always find a way. The spice, after all, must flow. </p>
20 April 2026
Emerging markets have the minerals. Capital has to catch up.
<p>Emerging markets dominate the world's critical mineral reserves. Developing these resources requires capital, and private credit has a big part to play.</p>
13 April 2026
Commodity Watch: The Physical World Always Wins
<p>Corn prices doubled between 2007-2008 driven by a variety of factors: droughts, demand, and new uses (ethanol). But the primary culprit was an influx of speculator capital into commodities. </p>
13 April 2026