Rising risks are increasingly evident in developed private credit markets. However, the dynamics look very different in less explored jurisdictions.

A low multiple is not necessarily a sign of value. Genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

As global investors reassess their allocations, emerging markets are entering the second half of the year from a position of genuine strength.

Markets are pricing in a rapid normalisation of Middle East oil supply following the US-Iran conflict. The talk at a resources industry conference highlights that risks remain.