Research

The Growing Benefits of Private Credit Investing

By tapping into the markets abandoned by banks, private credit investors are able to obtain higher yields than bonds, more stability than stocks, and greater portfolio diversification. Higher yields are still available to private credit investors. Yields of around 7%-10% can be obtained on private loans to mid-sized companies. Even higher yields are possible when investing in distressed debt. While there is greater risk than in the public bond market, there are also higher returns.

ESG Adds Value for Our Investors

Ashton Global has historically used ESG factors which are vital when valuing companies in emerging and frontier markets. We utilize the Five Forces Model from Michael Porter when applying ESG analysis to our investments. Ashton Global looks at the effects of ESG goals on fair value and revenue, and we also carefully evaluate the consequences of ESG for project costs.

The Advantages of Investing in Opportunity Zones

Opportunity zones have significant tax advantages for investors and were designed to revitalize parts of the country left behind during the decade-long economic recovery in the US. Some of them are in old industrial areas and inner cities. Investing in opportunity zones can offer high returns but is important to focus on asset quality and sustainability.

Opportunities in Healthcare Real Estate

The idea of investing in healthcare real estate is intuitively appealing. The healthcare and real estate sectors often outperform the S&P 500. When we look closer, a combination of demographic and economic factors supports the growth of healthcare real estate.

Bhutan: An Investor’s Dream

Bhutan combines a strong record of economic growth with an equally impressive commitment to the environment, society, and good governance. Bhutan also enjoys a favorable location between India and China, two of the fastest-growing economies in the world. A burgeoning travel industry and a young private sector complete the picture. […]

Infrastructure and Power Opportunities in Kenya

Kenya already has an impressive record for developing its infrastructure and power system. According to the World Economic Forum (WEF) Global Competitiveness Report, Kenya has the most competitive economy in East Africa. Although it is still a frontier market, Kenya’s road quality is above average at 61 out of the 140 nations evaluated by the WEF.