Insights
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Gemcast Episode 6: Mobilising capital
<p>In episode 6 of Gemcast we are joined by Walter Pacheco, Chairman of Kassai Capital our domestic asset manager in Angola. Walter draws on his extensive experience in developing capital markets across Africa to shed light on the importance of domestic capital, how to mobilise it and what Kassai Capital is doing to drive development in Angola.</p>
6 November 2025
Thinking against the current: Collateral
<p>Secured lending promises protection through collateral but can prove illusory if investors fail to assess its quality, liquidity and enforceability. Experience in emerging markets offers timely lessons for investors looking to limit the risks, as Parvoleta Shtereva explains. </p>
5 November 2025
Commodity Watch: Tariffs, Treats and Trouble Ahead?
<p>The Tootsie Roll is on fire. The price of the popular chocolate-caramel candy (with 64 million pieces made every day) is up over 30% from last year. The Tootsie Roll is not the only one. Confectionery prices are up across the board. The price of a 100-piece variety bag of Halloween candy, for example, is up around 80% since 2020 (according to FinanceBuzz) far outpacing overall US inflation during the same period.</p>
3 November 2025
Beyond the comfort zone: emerging markets in the private credit 2.0 era
<p>Throughout its history, private credit has thrived on structural change. But as developed markets mature, the case for diversification is growing stronger. Felipe Berliner, Co-Founder and Head of Structuring, sets out why emerging markets could be the next frontier for the private credit asset class.</p>
29 October 2025
Commodity Watch: Bigger Isn’t Better, Smarter Is
<p>Profits doubled, year-on-year revenues were up 20%, costs were lower, and the product’s price was at an all-time high. Yet, the share price of the world’s largest gold miner declined. Lower ore production (down 15%), lower ore grades, and increased future capex weighed on investors.</p>
27 October 2025
Commodity Watch: When Silver's in Short Supply
<p>In the early 15th century, Europe ran out of silver. It had used its locally produced silver to buy spices and silks from the Levant, but European mines were producing less, causing severe shortages. By 1420, Europe was relegated to using other commodities for trade or reverting to barter (Germans previously used pepper as currency). These metal shortages caused a century-long recession across most of Europe.</p>
20 October 2025