All Insights and news
Gemcast Episode 16: What it takes to prosper
<p>In episode 16 of Gemcast, Sir Paul Collier, Professor of Economics and Public Policy at Oxford's Blavatnik School of Government, joins Pranav Khamar and Tom Hughes to ask what really drives prosperity.</p>
16 September 2026
Gemcast Episode 15: Finding Yield in Latin America
<p>In episode 15 of Gemcast, Brad McKee, Head of Private Credit & Senior Portfolio Manager, discusses all things finding yield in Latin America - a region spanning over 20 countries and 8% of the world's population. Brad shares his view on risk, the structural trends shaping the opportunity set, and where he sees the most compelling entry points for private credit investors over the next cycle.</p>
20 August 2026
Gemcast Episode 14: From Conviction to Capital
<p>As investors face a crowded developed market, Felipe Berliner, Co-Founder and Head of Structuring, and Brad McKee, Head of Private Credit, unpack what our latest EM Private Credit study reveals about shifting investor intentions and growing interest in emerging market allocations.</p>
24 June 2026
Gemcast Episode 13: The Modern Silk Roads; deal making in Central Asia
<p>In episode 13 of Gemcast, we are joined be portfolio manager Asad Hajiyev and Senior Vice President Shurong Li to discuss how Central Asia is emerging as a destination for private credit, the deals we have completed and what’s driving the trend.</p>
11 June 2026
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
Gemcast Episode 11: Developed market private credit is under strain – time to look elsewhere?
<p>Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital, returns to Gemcast to unpick the cracks showing in developed market private credit – from rising concentration risk and covenant erosion to its growing overlap with public markets. </p>
1 April 2026