Investment research and market intelligence
Our research covers NSE equities, East African macro trends, fixed income markets, global developments, and portfolio strategy. Full access to all research is available to Wealth Atlas retail community members.
Africa 2026: Navigating Rate Cycles, Currency Dynamics, and the Private Markets Opportunity
As developed market central banks pivot, African frontier markets face a complex interplay of capital flows and structural reform.
Kenya Banking Sector: Earnings Resilience Amid Credit Cycle Normalisation
An in-depth look at how Kenya's top banks are performing through rising NPLs and margin pressure.
Treasury Bonds: The Case for Short-End Positioning as the Rate Cycle Turns
Why duration risk is elevated and how to position your fixed income allocation for the next 12 months.
Crypto Allocation in an African 360° Portfolio: Risk, Sizing, and Practical Considerations
A framework for sizing digital asset exposure within a diversified portfolio — without sacrificing risk discipline.
USD/KES Outlook: What a Stronger Shilling Means for Your Global Equity Allocation
Currency dynamics are shifting. Here's how to think about your offshore exposure in the current environment.
Building a 360° Portfolio from Scratch: A Step-by-Step Framework for Kenyan Investors
From risk profiling to asset allocation — a structured guide to building your first fully diversified portfolio.
Safaricom Deep Dive: M-Pesa Monetisation, Ethiopia Drag, and a Fair Value Assessment
A comprehensive fundamental analysis of Safaricom — Kenya's most widely held stock.
The OCIO Model in East Africa: Why More Pension Funds Are Outsourcing Investment Oversight
Exploring the growing adoption of outsourced CIO mandates among East African pension funds and SACCOs.
Kenya T-Bill vs. Money Market Funds: A Side-by-Side Comparison for Conservative Investors
Which low-risk instrument is right for your portfolio? We break down returns, liquidity, and accessibility.
Pan-African Private Equity: Vintage Year Dynamics, Return Expectations, and Access Points
A guide to private equity exposure for African investors — who can access it, how, and at what cost.
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