All Africa articles
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White papersZambia: A Resource-Rich Copper Giant Awakens
Boasting Africa’s second-largest reserves of copper, Zambia has a unique opportunity to leverage its natural resource endowment and make real progress on the road to development. Despite some near-term challenges, we believe this landlocked nation in Southern Africa is on the rise, tackling debt, investing in its future, and capitalizing on its abundant resources.
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Asset Manager NewsActis Agrees Sale Of Fibre Operator Octotel
Actis, a global investor in sustainable infrastructure, has signed an agreement to sell leading South African fibre network operator Octotel to a consortium of investors, led by African Infrastructure Investment Managers (AIIM) and also comprising STOA and Thebe Investment Corporation.
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Asset Manager NewsActis To Acquire Swiftnet For US$355m With Plans To Create A Leading Independent Telecom Tower Platform In South Africa
Actis, a leading global investor in sustainable infrastructure, together with Royal Bafokeng Holdings as its empowerment partner, has entered into an agreement to acquire a 100% stake in Swiftnet, a leading telecom tower portfolio in South Africa, from Telkom for an Enterprise Value of ZAR6.75 billion (c.US$355 million).
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People NewsPATRIZIA appoints new Head of Global Client Solutions MENA to launch regional office in the Middle East
PATRIZIA has appointed JC Klein as its new Head of Global Client Solutions for Middle East and North Africa
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White papersAfrica’s Investment Outlook Depends on Macroeconomic Adjustments
Performance within Sub-Saharan Africa credits so far in 2023 has largely been driven by positioning and technicals which presents investors with opportunities.
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White papersESG Thema #13 - Time for action: Unlocking climate finance in Africa
This paper is co-written with the African Development Bank.
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White papersKeynote Interview: Infrastructure Reaps Rewards Of Inclusion
Keynote Interview with Infrastructure Investor
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White papersMiddle East North Africa Insight
The war in Ukraine and widespread inflationary pressures are expected to weigh on global demand. The International Monetary Fund (IMF) has forecasted global growth to slow from an estimated 6.1% in 2021 to 3.6% in 2022 and 2023. The economic damage from the conflict will contribute to a significant slowdown in global growth in 2022 and add to inflation. Fuel and food prices have increased rapidly, hitting vulnerable populations in low-income countries hardest.
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White papersOn the Road Again: Ghana, Kenya, and Zambia
We visited Ghana to better understand the country’s fiscal outlook. Despite recent curbs to government spending, the picture that emerged was concerning. Most measures, such as cuts in ministers’ and top officials’ salaries, have not had a significant impact, nor will a ban on car imports by government ministries. Secondly, politically sensitive and non-discretionary expenditures, like wages for public-sector employees and interest payments, accounts for 53-55% of total expenditures.
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White papersMiddle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not direct nor easy to identify, they give their views on how local economies are faring amid the volatility.
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White papersMENA Equities: Five Key Themes and Reasons for Optimism
The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region.
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White papersInvesting For Growth And Prosperity: In Africa Sovereign Wealth Funds Focus On G, S And E
A research report on the key themes and challenges for Africa’s sovereign wealth funds.
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White papersInvesting Beyond the Storm: A View from the MENA Region
An unprecedented blow from COVID-19 and low oil prices have accelerated the timeline for green energy in MENA economies.
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White papersCIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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White papersMena Market Outlook: Managing The Economic Fallout
How are MENA countries and companies coping with the coronavirus? Get insights from our emerging markets team in the region.
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White papersWhy invest in African agriculture?
There is a compelling case for adding direct exposure to agricultural farmland and commodities for any real assets portfolio. With rising populations globally and increased urbanisation in emerging countries, there is increased importance placed on food security. In addition, trends have developed that have the potential to lead to further long-term price rises in agricultural markets.
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White papersSouth Africa Inflation
South African inflation came out higher in January: 4.5% yoy compared to 4% in December but is in the middle of the inflation target (3-6%) of the South African Central Bank (SARB). This acceleration in inflation is mainly explained by a sharp rise in transport prices linked to base effects of fuel prices (+ 13.7% in January against 2.4% the previous month).
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White papersTargeting positive returns in an uncertain climate
A decade after the global financial crisis, the uncertain economic conditions it ushered in continue to starve Europe’s investors of returns
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White papersPartners Group: gaining from long-term tailwinds
Private markets, including equity and debt, infrastructure and real estate, stand out as a high-margin part of the asset management sector that is still expanding, with returns higher than those delivered by public markets.
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White papersThe Real Story Behind the CMBX.6: Debunking the Next "Big Short"
The CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next “big short.” But the narrative of the dying regional mall conceals other realities. In fact, the American mall is evolving to meet modern consumer demands. And thanks to the specific property composition of the CMBX.6, the loan losses in its collateral pool will likely be modest. As a result, returns on the CMBX.6 are likely to be far higher than short sellers expect.
