ALBRIGHT CAPITAL emerging markets insights



OTHER Suggested readings

The White Stripe
March 2018
Portico Advisers

Notes from Africa 6: How Corrupt is Africa?
February 2018
We offer the article above written by our trailblazing friend Miles Morland (bio below). We include it in our Insights section because we have always appreciated Miles unvarnished intellectual independence. We do not agree with every word, differing especially with his negative assessments of India and China, but strongly agree with the premise that false narratives swirl around the emerging market asset class, often perpetuated by those with little accumulated real EM business experience. Miles makes that point, and other points, very well.  
Miles Morland Biography

February 2017
Portico Advisers

Does EM PE Scale?
December 2017
Portico Advisers

Former U.S. Treasury Secretary Robert Rubin interviews David Swensen discussing, among other topics, the value of low correlation in portfolio construction
November 14, 2017
Council on Foreign Relations

The Mid-market Squeeze: Findings from the Portico Advisers EM Mid-market Survey
July 2017
Portico Advisers

Economic Growth and Equity Returns  
October 2004
Jay R. Ritter

Updated 2012: Is Economic Growth Good for Investors? 
Summer 2012
Jay R. Ritter

Points of Inflection: Investment Management Tomorrow
Peter L. Bernstein
Financial Analysts Journal
Vol. 59, No. 4 (Jul. - Aug., 2003), pp. 18-23

Overview: A Fifth Point of Inflection
Peter L. Bernstein (2004)
Points of Inflection: New Directions for Portfolio Management (Charlottesville, VA: CFA Institute):1–5.