Ghana, Brazil, IPO’s in the Gulf and the Washington Factor

October 9, 2013
Hosted by Gavin Graham

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Episode Description

Again this week, Gavin consults a global roster of fund managers, analysts and journalists. Thomas Vester from Lloyd George Management in London explains the outlook for frontier markets for the rest of 2013 and whether he expects any impact from the Washington crisis. Paul DeSisto from M&R Capital in New York outlines his outlook, fund and stock picks for Brazil. Baldwin Berges of Silk Invest Funds reports from Ghana on its prospects. Richard Gula of the Argyle Companies checks in from Boston with his analysis of the impact of the shutdown on South American countries. Thomson Reuters financial correspondent Nadia Saleem reports on IPO’s in Dubai. Some fund managers may eventually select these equities for your frontier funds. The first of our two books -- Investing in Frontier Markets: Opportunity, Risk and Role in an Investment Portfolio, is now available in bookstores and on This edition is produced by Al Emid. For inquiries, write to

Emerging and Frontier Markets Investing with Gavin Graham

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Emerging and Frontier Markets Investing with Gavin Graham addresses the increasing interest in these markets by meshing Graham’s knowledge of them with current news developments, trends and the insights of expert guests. In fact, the expertise of our guests further demonstrates the seriousness of our approach. They include veteran Wall Street veteran money managers, experienced journalists with first-hand observations and analysts discussing emerging and frontier market developments. Our program comes to investors worried about low domestic returns and those who are aware of the growth and importance of emerging and frontier markets but unclear about the exact opportunities.

Gavin Graham

Gavin Graham has managed money for some of the largest banks and fund management companies in the world over the last thirty years and has worked in London, Hong Kong, San Francisco and Toronto. Having started in the City of London (the UK’s financial core) in 1979, he moved to Hong Kong in 1988, where his roles included that of Senior Investment Officer of Citigroup Global Asset Management (Asia) and Chief investment Officer for Connaught Investments Ltd. After moving to Toronto in 1999, he was Senior Investment Officer for Guardian Group of Funds in Toronto and latterly Director of Investments for Bank of Montreal Asset Management until 2010. He is now president of Graham investment Strategy Ltd and a frequent guest on Canada's Business News Network, the CBC and Toronto’s CP24, and quoted by the Canadian Press, Reuters and Bloomberg. Along with program producer Al Emid, Gavin is co-author of Investing in Frontier Markets: Opportunity Risk and Role in an Investment Portfolio, and of another upcoming book on frontier markets investing.

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