Research

Why Emerging Markets?

Silva Capital believes that emerging market investments will offer attractive risk/return opportunities versus the developed world for the foreseeable future. Here we outline the fundamental case for EM outperformance.

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Currency Ranking Methodology

Understanding that the key long-term movers of foreign exchange markets are macroeconomics and public policy, Silva Capital has structured its investment process around thoroughgoing, fundamental evaluations of the countries whose currencies we trade. Through our investigations, we aim to select those variables which hold the greatest explanatory power of FX trends, to normalize these metrics for comparison, and to weight our findings in a way which reflects the current market environment. At end, we utilize our findings to produce a ranked basket of investable currencies. Here we detail this process.

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