Coverage, charts, video and research on Critical Minerals for universal owners.
Nigeria is not yet a conventional infrastructure allocation. It is a sovereignty-premium market: a place where superior returns may accrue to investors able to solve currency mismatch, credit enhancement, regulatory fragmentation and project aggregation before the assets become benchmarkable.
Gulf capital is not buying Latin America as emerging-market beta. It is buying strategic options on the physical economy of the transition: copper, ports, clean fuels, grid capacity and the routes that connect them.
Colombia and Peru moved right — but for a universal owner the Andean turn is not a pro-market rerating. It is a corridor-control event.
Venezuela's reopening, Panama's port-control shock, and Colombia's June 21 runoff are not three isolated events. For long-duration portfolios, they are one corridor problem.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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