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Jan Berthold - Sovereign Analyst

Article 2 min read

Putin's succession problem

Russia's unexpected change of government highlights Putin's succession problem

Jan Berthold | 23 January 2020

Blog 2 min read

Hunting for yield in frontier markets: Egypt

When smaller frontier markets mature into benchmark names, early investors can earn attractive returns in these relatively niche, often overlooked places.

Paul Greer + 3 others | 15 October 2019

Article 8 min read

The challenge of investing sustainably in sovereign debt

Engaging with sovereigns is much harder than with companies. But it is well worth the effort for investors and governments.

Jan Berthold + 2 others | 15 April 2019

Blog 3 min read

Saudi Aramco’s mega bond turns a fixed income maxim on its head

Saudi Aramco’s mega bond turns a fixed income maxim on its head

Jan Berthold + 1 other | 14 April 2019

Blog 2 min read

South African land expropriation will exacerbate economic woes and increase volatility

South Africa's proposed land expropriation is likely to add to souring of emerging market sentiment and trigger further sell off in the country's assets

Jan Berthold | 7 September 2018

Blog 2 min read

US sanction pressure against Russia will keep rising

The last few years have seen a continued worsening of diplomatic relations between Russia and the US - and this trend will probably persist.

Jan Berthold | 9 August 2018

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