Content (30)
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VideoGemcast Episode 17: Riding the Waves of Distress Cycles
In episode 17 of Gemcast, Mariya Gancheva, Portfolio Manager and Strategist at Gemcorp Capital, explores special situations investing in emerging markets. Mariya discusses the idiosyncratic stories that allow for greater convexity during cycles of distress, how today’s macro backdrop is creating dislocations across sovereigns and corporates, and why identifying genuine opportunity takes both analysis and local, on-the-ground relationships.
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VideoGemcast Episode 16: What it takes to prosper
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. They discuss how developing countries can achieve sustainable growth, why Africa’s demographic advantage is central to navigating global competition, and where private capital paves the way.
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VideoGemcast Episode 15: Finding Yield in Latin America
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.
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VideoGemcast Episode 14: From Conviction to Capital
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.
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White papersGemcorp Emerging Market Private Credit Study 2026: From conviction to capital
This is our second investor study, drawing on the views of 250 investment decision-makers across 22 countries.
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VideoGemcast Episode 13: The Modern Silk Roads; deal making in Central Asia
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.
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White papersMapping EM private credit: The opportunity in Central and Eastern Europe
With strong fundamentals and key areas of structural demand, Central and Eastern Europe offers a compelling opportunity for emerging market private credit.
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VideoGemcast Episode 12: Delivering energy security, live from Cabinda
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.
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White papersMapping EM private credit: Defining the opportunity
From infrastructure and trade finance to sovereign capital and asset-backed lending, the opportunity in emerging market private credit is broad, underpenetrated and increasingly compelling.
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White papersEmerging markets have the minerals. Capital has to catch up.
Emerging markets dominate the world’s critical mineral reserves. Developing these resources requires capital, and private credit has a big part to play.
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VideoGemcast Episode 11: Developed market private credit is under strain – time to look elsewhere?
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. He explains why recent events could mark a turning point for the asset class, where selectivity becomes non-negotiable, structuring matters again, and investors may need to look further afield for true diversification.
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White papersThinking 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.
