Research, analysis, and market perspectives from GMI's investment team — covering private credit, sovereign debt, emerging markets, and global capital markets.
Oil prices retreated from recent highs, erasing some of the previous day's gains, as traders sought clarity on complex negotiations between the United States and Iran following renewed hostilities.
African sovereign bond sales are experiencing a resurgence as key economies return to international capital markets, offering high yields to investors willing to navigate fiscal reform.
As traditional banks restrict credit, specialized warehouse facilities are filling the gap, allowing digital lenders to scale credit access for SMEs across the global south.
Private credit funds continue to gain market share from commercial banks, structuring larger direct lending facilities for PE-sponsored middle market transactions.
Using hybrid capital structures and partial credit guarantees, the AfDB is successfully crowding in institutional private credit for major energy and transport projects.
Major regional allocators in the Middle East are shifting capital into global and regional private debt vehicles, seeking yield premiums and diversification.
PE managers are deploying patient capital into essential consumer services, healthcare, and agribusinesses, navigating currency volatility via active operational involvement.
