All Insights
Thinking against the current: The best instrument in the toolbox
Investors can learn far more in the early-morning light of an emerging market city than they ever will from a London desk.
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Our industry has become increasingly comfortable doing things remotely. With the help of artificial intelligence, 24-hour news cycle, unlimited social media “reporting” and opinions, expertise is easy to come by these days. And with the ubiquitous use of video conferencing, the world seems to be at our fingertips. Yet for all these advances, things always look different on the ground
31 March 2026
Commodity Watch: Power Shifts with Petrodollars
<p>Commodity disruptions are not confined to physical markets. They spill over into financial ones. Supply constraints have rippled across the globe, affecting industries, sectors and economies. Will the US dollar be next? The USD sits at the centre of the commodity complex and could suffer collateral damage from Gulf War III as surpluses and resources shift and change.</p>
30 March 2026
When conflict disrupts trade routes, commodities find new ones
<p>Escalating conflict in the Middle East has rattled commodity markets and global supply chains. But as Ahmad Al-Sati explains, the flow of essential goods adapts rather than stops, a distinction that matters greatly for trade finance investors.</p>
26 March 2026
Commodity Watch: The Cost of Concentration
<p>Helium is the second most abundant element in the universe but is rare on Earth. Today, it is primarily a byproduct of natural gas and 90% of it is produced in seven gas fields. Although the market is small, helium plays an essential role, with no substitutes, in manufacturing including for chip fabrication. Qatar provides around 35% of global supply and manufacturers have limited inventory.</p>
23 March 2026
Gemcast Episode 10: Advancing African Infrastructure
<p>In episode 10 of Gemcast, Pranav Khamar, Portfolio Manager at Gemcorp Capital, examines what sets African infrastructure apart, drawing on over a decade of experience tailoring capital to the context. He explores how deals are designed with a focus on asset quality and financing structures, and how currency considerations and fundamental demand drivers influence outcomes.</p>
17 March 2026
Commodity Watch: Leverage Cuts Both Ways
<p>For a decade in the 1920s the US went through changes that were mostly accretive. That abruptly came to a halt when the stock market crashed. I am not saying that we are headed to a 1929-like crash (that’s a tired analogy). But that period can be instructive. </p>
16 March 2026