PERSPECTIVES

Insights into our thinking

COVID-19: Insights from our people
 
Crowd with Masks

Covid-19 will not spare African economies

Economic slowdown and default risks loom large across the continent

The fragility of healthcare systems across Africa has been driven home to me during conversations with healthcare professionals in my home country of Gambia. Pointing out that the country’s public hospitals possessed just two medical ventilators and 300 test kits.

Aquarium Plant

People, Planet and Profit

How a pandemic can make us better

Attendant to the global threat that COVID-19 presents to health and freedom of movement, has been a dramatic plummeting of global financial markets and hard-earned profits of individuals and companies. In the course of several weeks, we have all had to recalibrate our relationships 

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Featured Insights

Altica Credit

Markets

Private credit is a strategic, mainstream asset class in international portfolios. Its appeal centres around a constellation of desirable characteristics, including a yield premium, downside capital protection and lower duration sensitivity than competing credit sub-asset classes. Diversification into private credit can help optimise portfolio efficiency. 

Fixed Income

Resolving the Emerging Markets portfolio allocation conundrum 

Markets

Emerging markets are a heterogenous group of countries shaped by different characteristics. Yet EM practitioners have observed for some time that this reality continues to be under-appreciated by many investors. EM risk is frequently aggregated in a portfolio context; moreover, investors are structurally under-allocated to emerging economies. 

Altica Credit

The Case for Private Credit in Africa

Africa Diversified Series

At the core of the African private debt opportunity is a fundamental demand/supply credit imbalance of c.USD140 billion. There is a shortage of adequate finance to mid-market corporate and financial institutions. SMEs are profoundly constrained in their ability to generate private sector growth and job creation. 

AFRICA:
DIVERSIFIED 

Ideas to drive long-term growth and enhance returns 

 
External Perspectives
African Fixed Income
African Private Credit 
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January 2018, Financial Times

October 2017, Private Equity International

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Private Credit as an Asset Class

November 2017, Cliffwater

December 2017, BlackRock

February 2018, McKinsey Global Private Markets Review

September 2015, Willis Towers Watson

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Altica Partners Limited is authorised and regulated by the Dubai Financial Services Authority as a Qualified Investment Fund Manager and Investment Adviser. Altica Partners Management Limited is authorised and regulated by the Mauritius Financial Services Commission.

 

Altica Credit is a specialist investment manager with a focus on African sovereign,  corporate and financial institution public and private credit.

Altica Risk Advisory provides advice and execution to corporate and financial institutions with African exposure.

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